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Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+53
Holders Change %
+2.91%
% of All Funds
25.15%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
116
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$746M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$723M
4
Capital International Investors
Capital International Investors
California
+$595M
5
Capital World Investors
Capital World Investors
California
+$242M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$570M
4
DZ Bank
DZ Bank
Germany
-$520M
5
Principal Financial Group
Principal Financial Group
Iowa
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1176
Capital Analysts LLC
Pennsylvania
$630K +$42.5K +159 +7%
CCC
1177
Compass Capital Corp
Massachusetts
$628K +$128K +519 +26%
OWM
1178
Orgel Wealth Management
Wisconsin
$626K -$29.6K -111 -5%
RAM
1179
Readystate Asset Management
Illinois
$619K +$619K +2,320 New
TC
1180
TownSquare Capital
Utah
$618K -$2.5M -9,377 -80%
BMWM
1181
Brown Miller Wealth Management
Virginia
$617K -$8.27K -31 -1%
GFG
1182
Greystone Financial Group
Michigan
$613K +$613K +2,298 New
RG
1183
Renaissance Group
Kentucky
$613K -$145K -544 -19%
FMLI
1184
Fukoku Mutual Life Insurance
Japan
$612K -$68.9K -258 -10%
LCWP
1185
Legacy Capital Wealth Partners
Arkansas
$610K +$24.3K +91 +4%
HIP
1186
HUB Investment Partners
Texas
$609K +$44.3K +166 +8%
QFW
1187
QTR Family Wealth
Florida
$608K +$6.94K +26 +1%
SSC
1188
Syverson Strege & Co
Iowa
$606K +$606K +2,272 New
AWM
1189
Avior Wealth Management
Nebraska
$602K -$289K -1,083 -32%
WA
1190
Waddell & Associates
Tennessee
$599K +$33.6K +126 +6%
SAM
1191
Silvercrest Asset Management
New York
$598K +$175K +655 +41%
MWM
1192
Maripau Wealth Management
Indiana
$598K +$31.7K +118 +6%
UHC
1193
Union Heritage Capital
Michigan
$597K – – –
SWM
1194
Stockman Wealth Management
Montana
$595K – – –
MAWA
1195
Moss Adams Wealth Advisors
Washington
$595K +$91.8K +344 +18%
EAM
1196
Empirical Asset Management
Massachusetts
$594K +$72.8K +273 +14%
ICP
1197
Interchange Capital Partners
Pennsylvania
$592K +$30.9K +116 +6%
VCM
1198
Virtue Capital Management
Tennessee
$590K -$89.4K -335 -13%
PWS
1199
Precision Wealth Strategies
Missouri
$589K +$74.2K +278 +14%
DE
1200
Diversified Enterprises
Delaware
$589K -$71K -266 -11%
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