We are live on ! Find out more
PGR icon

Progressive

1,827 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 668 increasing their positions, 714 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 172

16% more call options, than puts

Call options by funds: $589M | Put options by funds: $506M

1.97% more ownership

Funds ownership: 84.81%86.78% (+2%)

2% more funds holding

Funds holding: 1,7981,827 (+29)

6% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 714

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.94B)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

Holders
1,827
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
22.22%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.57%
New
234
Increased
668
Reduced
714
Closed
172
Calls
$589M
Puts
$506M
Net Calls
+$83.4M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1076
Clarus Group
Texas
$632K -$35K -155 -5%
VCM
1077
Virtue Capital Management
Tennessee
$632K +$446K +1,977 +198%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$631K
WS
1079
Wilian Securities
Minnesota
$628K +$623K +2,759 New
FW
1080
Fairway Wealth
Ohio
$626K
MA
1081
MJP Associates
Connecticut
$625K +$677 +3 +0.1%
SWM
1082
Shelton Wealth Management
Texas
$620K -$349K -1,544 -36%
DE
1083
Diversified Enterprises
Delaware
$620K +$64.1K +284 +12%
OPTFSNA
1084
Old Point Trust & Financial Services N A
Virginia
$615K +$271K +1,200 +80%
CBA
1085
Coastal Bridge Advisors
Connecticut
$612K +$38.6K +171 +7%
KCIC
1086
Kuhn & Co Investment Counsel
Illinois
$610K +$2.94K +13 +0.5%
CP
1087
Covenant Partners
Tennessee
$610K
BHWM
1088
Bar Harbor Wealth Management
New Hampshire
$608K +$603K +2,668 New
OFS
1089
Orrstown Financial Services
Pennsylvania
$606K -$43.8K -194 -7%
Luther King Capital Management (LKCM)
1090
Luther King Capital Management (LKCM)
Texas
$606K +$73.8K +327 +14%
MYIA
1091
Mount Yale Investment Advisors
Colorado
$603K -$135K -599 -18%
JCM
1092
J2 Capital Management
Michigan
$600K +$124K +551 +26%
CA
1093
Continuum Advisory
Idaho
$600K -$50.1K -222 -8%
BWA
1094
Basecamp Wealth Advisors
Washington
$599K +$594K +2,632 New
DFS
1095
Demming Financial Services
Ohio
$598K +$593K +2,625 New
HBT
1096
Heartland Bank & Trust
Illinois
$597K -$12.2K -54 -2%
AHL
1097
Abel Hall LLC
Louisiana
$595K +$590K +2,611 New
PCM
1098
Polymer Capital Management
New York
$592K -$160K -707 -21%
B
1099
Bailard
California
$591K -$1.71M -7,568 -74%
CL
1100
CSS LLC
Illinois
$590K +$585K +2,592 New