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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
KWM
1126
Kingsview Wealth Management
Oregon
$622K
RIP
1127
RAM Investment Partners
Washington
$621K
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
$621K
KAS
1129
KPP Advisory Services
Kentucky
$617K
JCM
1130
Jacobi Capital Management
Pennsylvania
$614K
KA
1131
Klingman & Associates
New York
$612K
ALAM
1132
Asahi Life Asset Management
Japan
$610K
SFA
1133
Souders Financial Advisors
Ohio
$606K
ST
1134
Spinnaker Trust
Maine
$603K
JSW
1135
Journey Strategic Wealth
New Jersey
$601K
EA
1136
Everpar Advisors
Oklahoma
$600K
WA
1137
Waddell & Associates
Tennessee
$599K
HIP
1138
HUB Investment Partners
Texas
$599K
MWM
1139
Maripau Wealth Management
Indiana
$598K
APA
1140
Astoria Portfolio Advisors
New York
$596K
ICP
1141
Interchange Capital Partners
Pennsylvania
$595K
FA
1142
Fiduciary Alliance
South Carolina
$592K
KWA
1143
Kingswood Wealth Advisors
California
$587K
BWP
1144
BSW Wealth Partners
Colorado
$581K
BC
1145
Belmont Capital
California
$580K
MA
1146
MCF Advisors
Kentucky
$580K
RWM
1147
Revisor Wealth Management
Ohio
$577K
WA
1148
Wealthstar Advisors
Texas
$577K
CCC
1149
Compass Capital Corp
Massachusetts
$576K
ACM
1150
Allred Capital Management
Texas
$573K