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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, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+74
Holders Change %
+4.23%
% of All Funds
24.76%
Holding in Top 10
96
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+37.14%
% of All Funds
1.3%
New
231
Increased
718
Reduced
654
Closed
124
Calls
$502M
Puts
$465M
Net Calls
+$36.9M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1126
Kingsview Wealth Management
Oregon
$622K +$14.7K +52 +2%
RIP
1127
RAM Investment Partners
Washington
$621K +$20.4K +72 +3%
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
$621K +$57.2K +202 +10%
KAS
1129
KPP Advisory Services
Kentucky
$617K -$28.9K -102 -4%
JCM
1130
Jacobi Capital Management
Pennsylvania
$614K +$12.7K +45 +2%
KA
1131
Klingman & Associates
New York
$612K +$228K +804 +59%
ALAM
1132
Asahi Life Asset Management
Japan
$610K +$299K +1,055 +96%
SFA
1133
Souders Financial Advisors
Ohio
$606K -$28.9K -102 -5%
ST
1134
Spinnaker Trust
Maine
$603K
JSW
1135
Journey Strategic Wealth
New Jersey
$601K +$7.36K +26 +1%
EA
1136
Everpar Advisors
Oklahoma
$600K -$5.66K -20 -0.9%
WA
1137
Waddell & Associates
Tennessee
$599K
HIP
1138
HUB Investment Partners
Texas
$599K -$36.5K -129 -6%
MWM
1139
Maripau Wealth Management
Indiana
$598K +$141K +499 +31%
APA
1140
Astoria Portfolio Advisors
New York
$596K -$172K -649 -22%
ICP
1141
Interchange Capital Partners
Pennsylvania
$595K +$19.5K +69 +3%
FA
1142
Fiduciary Alliance
South Carolina
$592K +$592K +2,091 New
KWA
1143
Kingswood Wealth Advisors
California
$587K -$36.8K -130 -6%
BWP
1144
BSW Wealth Partners
Colorado
$581K -$19K -67 -3%
BC
1145
Belmont Capital
California
$580K +$580K +2,049 New
MA
1146
MCF Advisors
Kentucky
$580K -$7.92K -28 -1%
RWM
1147
Revisor Wealth Management
Ohio
$577K +$577K +2,040 New
WA
1148
Wealthstar Advisors
Texas
$577K +$84.3K +298 +17%
CCC
1149
Compass Capital Corp
Massachusetts
$576K
ACM
1150
Allred Capital Management
Texas
$573K -$4.81K -17 -0.8%