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Progressive

1,514 hedge funds and large institutions have $103B invested in Progressive in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 625 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+62
Holders Change %
+4.27%
% of All Funds
22.02%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.95%
New
155
Increased
625
Reduced
515
Closed
71
Calls
$543M
Puts
$422M
Net Calls
+$120M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1076
EP Wealth Advisors
California
$393K +$65K +313 +20%
FDDB
1077
Fidelity D&D Bancorp
Pennsylvania
$392K
LFAS
1078
Level Four Advisory Services
Texas
$390K +$390K +1,879 New
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$16.6K +80 +4%
SAG
1080
Spotlight Asset Group
Illinois
$389K +$241K +1,158 +162%
PWMG
1081
Prestige Wealth Management Group
New Jersey
$389K +$296K +1,424 +319%
BWP
1082
Bernardo Wealth Planning
Pennsylvania
$387K +$208 +1 +0.1%
NCFG
1083
New Century Financial Group
New Jersey
$383K +$133K +642 +53%
SIM
1084
Stratos Investment Management
Ohio
$380K +$18.3K +88 +5%
ATC
1085
Argent Trust Co
Tennessee
$379K +$25.5K +123 +7%
SAM
1086
Secure Asset Management
Michigan
$377K +$377K +1,817 New
UCB
1087
United Community Bank
South Carolina
$377K -$15K -72 -4%
KC
1088
Knuff & Co
California
$377K
CAL
1089
Capital Analysts LLC
Pennsylvania
$375K +$99K +477 +36%
GIA
1090
Gateway Investment Advisers
Ohio
$374K -$102K -493 -21%
WMA
1091
Wealth Management Associates
New Jersey
$373K
SAM
1092
Smartleaf Asset Management
Massachusetts
$371K +$115K +543 +45%
AC
1093
AlphaCore Capital
California
$370K +$370K +1,783 New
SAM
1094
Synergy Asset Management
Washington
$370K +$40.1K +193 +12%
PWS
1095
Precision Wealth Strategies
Missouri
$369K -$56.5K -272 -13%
AG
1096
AlTi Global
New York
$368K +$91.6K +441 +33%
NWWA
1097
New Wave Wealth Advisors
Arkansas
$366K +$366K +1,760 New
AB
1098
Atlas Brown
Kentucky
$365K +$119K +572 +48%
BWA
1099
Brave Warrior Advisors
New York
$363K
RA
1100
Ruggaard & Associates
Ohio
$361K