PGR icon

Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDDB
1076
Fidelity D&D Bancorp
Pennsylvania
$624K +$192K +800 +44%
VFA
1077
Voya Financial Advisors
Connecticut
$619K -$87.9K -367 -12%
AF
1078
Aviso Financial
Ontario, Canada
$618K -$223K -932 -27%
BW
1079
Bison Wealth
Georgia
$615K +$19.2K +80 +3%
CSWG
1080
Cardinal Strategic Wealth Guidance
Kentucky
$612K +$385K +1,605 +169%
FMLI
1081
Fukoku Mutual Life Insurance
Japan
$612K +$14.9K +62 +2%
CCA
1082
Coign Capital Advisors
Utah
$609K +$609K +2,543 New
JFG
1083
Jefferies Financial Group
New York
$608K -$5.31M -22,147 -90%
GL
1084
Gerber LLC
Ohio
$599K – – –
RZH
1085
Relyea Zuckerberg Hanson
Connecticut
$593K +$4.31K +18 +0.7%
FAFN
1086
First Affirmative Financial Network
Colorado
$593K +$55.4K +231 +10%
PIA
1087
Pinion Investment Advisors
Kansas
$592K +$592K +2,471 New
HIM
1088
Hillsdale Investment Management
Ontario, Canada
$592K -$83.9K -350 -12%
SWM
1089
Selective Wealth Management
Virginia
$592K – – –
AIA
1090
Affinity Investment Advisors
California
$591K -$98.7K -412 -14%
IAIM
1091
International Assets Investment Management
Florida
$590K -$143M -593,881 -100%
OWM
1092
Orgel Wealth Management
Wisconsin
$588K – – –
SW
1093
SMART Wealth
Nebraska
$587K +$308K +1,286 +110%
CCP
1094
Cassia Capital Partners
North Carolina
$587K +$587K +2,450 New
SIM
1095
Sentry Investment Management
Wisconsin
$585K -$95.1K -397 -14%
MSCM
1096
McElhenny Sheffield Capital Management
Texas
$585K +$29.2K +122 +5%
CC
1097
Corton Capital
Ontario, Canada
$585K +$585K +2,441 New
TCOV
1098
Trust Company of Vermont
Vermont
$583K +$12.5K +52 +2%
MAG
1099
MRA Advisory Group
New Jersey
$579K +$37.9K +158 +7%
SAM
1100
Secure Asset Management
Michigan
$576K +$121K +506 +27%
42 43
44
45 46