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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
EW
1151
Elyxium Wealth
California
$512K +$85.4K +378 +20%
CP
1152
Clarendon Private
Massachusetts
$511K -$389K -1,721 -43%
UHC
1153
Union Heritage Capital
Michigan
$510K
TVPW
1154
Third View Private Wealth
Connecticut
$509K +$505K +2,235 New
BFO
1155
Biltmore Family Office
North Carolina
$509K +$142K +631 +39%
KIA
1156
KCM Investment Advisors
California
$508K +$92.1K +408 +22%
SWM
1157
Stockman Wealth Management
Montana
$508K -$903 -4 -0.2%
WSA
1158
Wealth Science Advisors
Georgia
$508K +$504K +2,230 New
SPC
1159
Sigma Planning Corp
Michigan
$508K -$117K -519 -19%
DWM
1160
Dogwood Wealth Management
Kansas
$505K -$74.7K -331 -13%
MPWT
1161
MassMutual Private Wealth & Trust
Connecticut
$503K -$35K -155 -7%
FSCM
1162
Front Street Capital Management
Montana
$503K +$499K +2,208 New
WS
1163
Wedbush Securities
California
$502K -$92.8K -411 -16%
FCM
1164
FJ Capital Management
Virginia
$502K +$498K +2,204 New
AIC
1165
Archer Investment Corporation
Indiana
$501K
LMFP
1166
Larry Mathis Financial Planning
Arizona
$500K +$496K +2,197 New
CPIG
1167
Chicago Partners Investment Group
Illinois
$498K +$44.7K +198 +9%
FG
1168
Fiduciary Group
Georgia
$497K -$60.5K -268 -11%
OCM
1169
One Capital Management
California
$493K -$60.1K -266 -11%
DWA
1170
Douglass Winthrop Advisors
New York
$489K +$192K +852 +66%
FNT
1171
First Nebraska Trust
Nebraska
$489K +$226K +1,000 +87%
EW
1172
Evoke Wealth
California
$487K +$127K +564 +36%
CAL
1173
Capital Analysts LLC
Pennsylvania
$485K -$55.8K -247 -10%
CG
1174
Cynosure Group
Utah
$485K -$500K -2,212 -51%
MAWA
1175
Moss Adams Wealth Advisors
Washington
$484K -$10.8K -48 -2%