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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
SIA
1101
Soltis Investment Advisors
Utah
$587K +$346K +1,533 +147%
EWA
1102
Exencial Wealth Advisors
Oklahoma
$584K +$46.7K +207 +9%
NG
1103
Norden Group
Utah
$581K +$238K +1,054 +70%
QFW
1104
QTR Family Wealth
Florida
$579K +$111K +491 +21%
TFS
1105
Thoroughbred Financial Services
Tennessee
$579K -$7K -31 -1%
FHC
1106
First Heartland Consultants
Missouri
$578K +$46.1K +204 +9%
MMA
1107
Miracle Mile Advisors
California
$575K +$133K +590 +30%
TCOV
1108
Trust Company of Vermont
Vermont
$575K -$1.81K -8 -0.3%
FM
1109
Family Management
New York
$573K -$103K -456 -15%
MTC
1110
Matrix Trust Company
Colorado
$572K +$114K +506 +25%
PCMF
1111
Private Capital Management (Florida)
Florida
$572K +$567K +2,510 New
KCM
1112
Kathmere Capital Management
Pennsylvania
$570K -$82.7K -366 -13%
RG
1113
Renaissance Group
Kentucky
$568K +$1.81K +8 +0.3%
KAM
1114
Knightsbridge Asset Management
California
$568K +$21.9K +97 +4%
DWM
1115
Defined Wealth Management
Oregon
$566K -$225K -995 -29%
PE
1116
PCM Encore
Colorado
$563K +$558K +2,472 New
RB
1117
Renasant Bank
Mississippi
$562K -$46.7K -207 -8%
SP
1118
SmartHarvest Portfolios
Washington
$561K +$557K +2,465 New
AWP
1119
Abacus Wealth Partners
California
$560K +$555K +2,457 New
ICP
1120
Interchange Capital Partners
Pennsylvania
$559K -$31.2K -138 -5%
PL
1121
Perpetual Ltd
Australia
$558K +$200K +884 +56%
UCB
1122
United Community Bank
South Carolina
$556K +$3.39K +15 +0.6%
O3W
1123
Omni 360 Wealth
New Jersey
$555K
FLPIM
1124
F.L. Putnam Investment Management
Massachusetts
$555K -$32.5K -144 -6%
MA
1125
MCF Advisors
Kentucky
$554K +$83.6K +370 +18%