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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 %
OFS
1126
Orrstown Financial Services
Pennsylvania
$530K +$5.99K +25 +1%
KWA
1127
Kingswood Wealth Advisors
California
$529K -$1.09M -4,560 -67%
CAL
1128
Capital Analysts LLC
Pennsylvania
$528K +$6.71K +28 +1%
JWCA
1129
J.W. Coons Advisors
Ohio
$527K – – –
KWM
1130
Kolinsky Wealth Management
New Jersey
$526K -$2.4K -10 -0.5%
WCWM
1131
Willow Creek Wealth Management
California
$525K -$23.7K -99 -4%
KWM
1132
Kingsview Wealth Management
Oregon
$514K +$34.5K +144 +7%
FHC
1133
First Heartland Consultants
Missouri
$513K -$26.8K -112 -5%
EA
1134
Everpar Advisors
Oklahoma
$513K -$53.4K -223 -9%
TCM
1135
Tuttle Capital Management
Connecticut
$513K +$132K +552 +35%
LRWM
1136
Lord & Richards Wealth Management
Colorado
$512K +$512K +2,135 New
ST
1137
Spinnaker Trust
Maine
$510K +$510K +2,130 New
JCM
1138
Jacobi Capital Management
Pennsylvania
$509K -$19.9K -83 -4%
RIP
1139
RAM Investment Partners
Washington
$509K – – –
BWP
1140
BSW Wealth Partners
Colorado
$508K +$12.5K +52 +3%
WA
1141
Waddell & Associates
Tennessee
$507K -$45.8K -191 -8%
GF
1142
Gries Financial
Ohio
$507K -$51.5K -215 -9%
AIC
1143
Archer Investment Corporation
Indiana
$504K +$376K +1,570 +295%
JSW
1144
Journey Strategic Wealth
New Jersey
$503K -$86K -359 -15%
PWM
1145
Prosperity Wealth Management
California
$502K +$502K +2,095 New
RIA
1146
Realta Investment Advisors
Delaware
$501K +$501K +2,068 New
MA
1147
MCF Advisors
Kentucky
$498K +$240 +1 +0%
SF
1148
Synovus Financial
Georgia
$493K -$2.4K -10 -0.5%
MLM
1149
Mount Lucas Management
Pennsylvania
$493K -$104K -435 -17%
TSS
1150
Two Sigma Securities
New York
$492K +$492K +2,055 New
44 45
46
47 48