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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 %
GAG
1101
GM Advisory Group
New York
$571K +$571K +2,385 New
GLF
1102
Groupe la Francaise
France
$569K +$569K +2,378 New
PCP
1103
Proficio Capital Partners
Massachusetts
$568K +$199K +832 +54%
PCS
1104
Personal CFO Solutions
New Jersey
$564K +$92.5K +386 +20%
RDWM
1105
Red Door Wealth Management
Tennessee
$562K -$240 -1 -0%
WS
1106
Wedbush Securities
California
$559K +$157K +653 +39%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$558K +$70.2K +293 +14%
AC
1108
AlphaCore Capital
California
$555K -$125K -523 -18%
MFS
1109
Miller Financial Services
Michigan
$552K +$552K +2,304 New
FHA
1110
First Horizon Advisors
Tennessee
$551K +$31.4K +131 +6%
MS
1111
Maven Securities
Jersey
$550K -$473K -1,976 -46%
KAS
1112
KPP Advisory Services
Kentucky
$547K -$4.79K -20 -0.9%
PWP
1113
Phillips Wealth Planners
Mississippi
$546K +$5.18K +22 +1%
EWA
1114
EP Wealth Advisors
California
$545K -$40.5K -169 -7%
LAM
1115
L2 Asset Management
Massachusetts
$544K -$10.8K -45 -2%
MCA
1116
Magnolia Capital Advisors
Mississippi
$543K +$543K +2,267 New
NVIM
1117
New Vernon Investment Management
Illinois
$542K -$4.84M -31,521 -90%
HIP
1118
HUB Investment Partners
Texas
$538K +$328K +1,370 +157%
SFA
1119
Souders Financial Advisors
Ohio
$538K +$18K +75 +3%
UHC
1120
Union Heritage Capital
Michigan
$536K – – –
DWM
1121
Drive Wealth Management
Utah
$535K +$18.9K +79 +4%
SWM
1122
Stockman Wealth Management
Montana
$534K – – –
KRSITF
1123
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$533K +$60.2K +2,208 +13%
KLCM
1124
KG&L Capital Management
Louisiana
$532K – – –
MMG
1125
Monetary Management Group
Missouri
$531K +$363K +1,515 +216%
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