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Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
1101
Harbour Trust & Investment Management
Indiana
$680K
SWM
1102
Selective Wealth Management
Virginia
$680K
AC
1103
AlphaCore Capital
California
$678K
CCA
1104
Coign Capital Advisors
Utah
$677K
FCBT
1105
First Citizens Bank & Trust
North Carolina
$674K
BMWM
1106
Brown Miller Wealth Management
Virginia
$663K
OCM
1107
One Capital Management
California
$663K
CAG
1108
Csenge Advisory Group
Florida
$660K
UCB
1109
United Community Bank
South Carolina
$659K
AT
1110
American Trust
Kentucky
$658K
OFS
1111
Orrstown Financial Services
Pennsylvania
$652K
GFP
1112
Gryphon Financial Partners
Ohio
$650K
FAFN
1113
First Affirmative Financial Network
Colorado
$641K
QFW
1114
QTR Family Wealth
Florida
$638K
FHC
1115
First Heartland Consultants
Missouri
$636K
SOW
1116
State of Wyoming
Wyoming
$633K
UHC
1117
Union Heritage Capital
Michigan
$633K
SWM
1118
Stockman Wealth Management
Montana
$631K
TCM
1119
Tuttle Capital Management
Connecticut
$631K
FHA
1120
First Horizon Advisors
Tennessee
$630K
DWM
1121
Drive Wealth Management
Utah
$629K
TA
1122
TrueWealth Advisors
Alabama
$628K
AIC
1123
Archer Investment Corporation
Indiana
$623K
CAL
1124
Capital Analysts LLC
Pennsylvania
$623K
JWCA
1125
J.W. Coons Advisors
Ohio
$623K