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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+52
Holders Change %
+2.85%
% 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
117
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 %
AIC
1201
Archer Investment Corporation
Indiana
$588K – – –
JWCA
1202
J.W. Coons Advisors
Ohio
$587K – – –
PFW
1203
Petros Family Wealth
Minnesota
$587K +$84.1K +315 +17%
KWM
1204
Kingsview Wealth Management
Oregon
$584K -$1.87K -7 -0.3%
JCM
1205
Jacobi Capital Management
Pennsylvania
$584K +$4.54K +17 +0.8%
Financial Engines Advisors
1206
Financial Engines Advisors
California
$583K +$583K +2,186 New
GS
1207
GTS Securities
New York
$581K -$300K -1,123 -34%
FHC
1208
First Heartland Consultants
Missouri
$578K -$21.3K -80 -4%
KAS
1209
KPP Advisory Services
Kentucky
$575K -$6.14K -23 -1%
1WA
1210
180 Wealth Advisors
Washington
$573K -$291K -1,091 -34%
FA
1211
Fiduciary Alliance
South Carolina
$561K +$2.94K +11 +0.5%
SIM
1212
Stratos Investment Management
Ohio
$555K +$29.6K +111 +6%
BWP
1213
BSW Wealth Partners
Colorado
$555K +$6.94K +26 +1%
ST
1214
Spinnaker Trust
Maine
$552K -$16.3K -61 -3%
EFSCE
1215
Enterprise Financial Services Corp (EFSC)
Missouri
$547K +$9.34K +35 +2%
MA
1216
MCF Advisors
Kentucky
$547K – – –
APA
1217
Astoria Portfolio Advisors
New York
$546K -$11.1K -45 -2%
VC
1218
Vicus Capital
Pennsylvania
$545K +$167K +626 +44%
NI
1219
Natural Investments
California
$544K +$301K +1,128 +124%
KFA
1220
Kapstone Financial Advisors
Ohio
$544K +$130K +488 +31%
MMA
1221
Miracle Mile Advisors
California
$543K +$76.9K +288 +17%
SWM
1222
Selective Wealth Management
Virginia
$541K -$76.6K -306 -12%
AWM
1223
Aprio Wealth Management
Georgia
$539K +$2.94K +11 +0.5%
PWMAG
1224
Pinnacle Wealth Management Advisory Group
New Jersey
$539K +$24.6K +92 +5%
CS
1225
Cannell & Spears
New York
$539K +$8.01K +30 +2%
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