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Progressive

1,807 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 662 increasing their positions, 711 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 711

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.99B)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

Holders
1,807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$589M
Puts
$506M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OF
1201
Optimize Financial
California
$427K
PFA
1202
Pure Financial Advisors
California
$425K
MC
1203
Moors & Cabot
Massachusetts
$424K
AWM
1204
Axxcess Wealth Management
California
$423K
OCBCO
1205
Oversea-Chinese Banking Corp (OCBC)
Singapore
$422K
SAM
1206
Synergy Asset Management
Washington
$422K
AA
1207
ALPS Advisors
Colorado
$421K
TCM
1208
Teza Capital Management
Illinois
$420K
MCA
1209
Magnolia Capital Advisors
Mississippi
$418K
LWCFA
1210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$416K
FFN
1211
Focus Financial Network
Minnesota
$416K
RIL
1212
Rothschild Investment LLC
Illinois
$415K
GBT
1213
Grove Bank & Trust
Florida
$415K
KC
1214
Knuff & Co
California
$414K
EFSCE
1215
Enterprise Financial Services Corp (EFSC)
Missouri
$414K
FFP
1216
FourThought Financial Partners
Florida
$413K
TPI
1217
Trust Point Inc
Wisconsin
$413K
AB
1218
Atlas Brown
Kentucky
$411K
SSWM
1219
Sheets Smith Wealth Management
North Carolina
$408K
PM
1220
Pembroke Management
Quebec, Canada
$408K
RSWM
1221
Robertson Stephens Wealth Management
California
$406K
CW
1222
CreativeOne Wealth
Kansas
$403K
CWM
1223
Calamos Wealth Management
Illinois
$401K
MBTD
1224
Mechanics Bank - Trust Department
California
$401K
KCP
1225
Kera Capital Partners
California
$401K