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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
FWA
1201
FSM Wealth Advisors
Ohio
$503K
SIA
1202
Strategic Investment Advisors
Michigan
$502K
AB
1203
Atlas Brown
Kentucky
$500K
LPFG
1204
Landing Point Financial Group
Ohio
$499K
TW
1205
TritonPoint Wealth
Maryland
$497K
ZIM
1206
Zacks Investment Management
Illinois
$495K
SAM
1207
Sompo Asset Management
Japan
$495K
PL
1208
Plancorp LLC
Missouri
$495K
BWA
1209
Brave Warrior Advisors
New York
$494K
MMA
1210
Miracle Mile Advisors
California
$494K
RA
1211
Ruggaard & Associates
Ohio
$492K
RCAG
1212
Rehmann Capital Advisory Group
Michigan
$491K
JCIA
1213
Jackson Creek Investment Advisors
Colorado
$491K
NI
1214
NDVR Inc
Massachusetts
$490K
GBT
1215
Grove Bank & Trust
Florida
$490K
WFI
1216
West Family Investments
California
$489K
SCP
1217
Sivia Capital Partners
California
$489K
CA
1218
Cortland Associates
Missouri
$488K
PWP
1219
Phillips Wealth Planners
Mississippi
$487K
SFC
1220
SYM Financial Corp
Indiana
$482K
RK
1221
Rather & Kittrell
Tennessee
$482K
SAM
1222
Synergy Asset Management
Washington
$480K
SIM
1223
Sentry Investment Management
Wisconsin
$480K
OWM
1224
OneAscent Wealth Management
Alabama
$480K
SLWA
1225
San Luis Wealth Advisors
California
$480K