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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 %
SIA
1151
Strategic Investment Advisors
Michigan
$492K +$7.19K +30 +1%
CCC
1152
Compass Capital Corp
Massachusetts
$490K +$490K +2,030 New
BBP
1153
Banco BTG Pactual
Brazil
$489K +$489K +2,034 New
ACM
1154
Allred Capital Management
Texas
$489K -$719 -3 -0.1%
MBTD
1155
Mechanics Bank - Trust Department
California
$489K +$216K +901 +79%
ICP
1156
Interchange Capital Partners
Pennsylvania
$487K +$24.7K +103 +5%
SHFP
1157
Second Half Financial Partners
Florida
$481K +$481K +2,008 New
FP
1158
Factorial Partners
New York
$479K – – –
MWA
1159
Martel Wealth Advisors
Washington
$479K +$479K +2,000 New
CG
1160
Castellan Group
Kentucky
$479K +$479K +2,000 New
WSFG
1161
Wall Street Financial Group
Illinois
$479K -$23.2K -97 -5%
JWM
1162
Jackson Wealth Management
Florida
$478K +$212K +887 +80%
LCWP
1163
Legacy Capital Wealth Partners
Arkansas
$477K +$121K +507 +34%
FRM
1164
Fox Run Management
Connecticut
$476K +$476K +1,985 New
CS
1165
Cannell & Spears
New York
$475K +$1.44K +6 +0.3%
GCM
1166
Gallacher Capital Management
Colorado
$468K +$214K +892 +84%
WI
1167
Westbourne Investments
Virginia
$467K +$467K +1,950 New
CCA
1168
Cottonwood Capital Advisors
Utah
$465K +$227K +949 +96%
AA
1169
Alta Advisers
United Kingdom
$464K +$80.5K +336 +21%
LAM
1170
Lewis Asset Management
California
$463K – – –
MPWT
1171
MassMutual Private Wealth & Trust
Connecticut
$462K -$21.8K -91 -5%
FI
1172
FWG Investments
Kentucky
$459K -$45.5K -190 -9%
CIM
1173
Contravisory Investment Management
Massachusetts
$456K -$25.9K -108 -5%
BCM
1174
Basswood Capital Management
New York
$455K – – –
LPFG
1175
Landing Point Financial Group
Ohio
$453K +$453K +1,765 New
45 46
47
48 49