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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
FI
1201
Finivi Inc
Massachusetts
$442K -$9.71K -43 -2%
OWA
1202
Opal Wealth Advisors
New York
$441K +$17.4K +77 +4%
LAM
1203
Lewis Asset Management
California
$440K +$226 +1 +0.1%
CAG
1204
Csenge Advisory Group
Florida
$437K -$1.43M -6,325 -77%
LIP
1205
Lighthouse Investment Partners
Florida
$435K -$1.36M -6,025 -76%
SHFP
1206
Second Half Financial Partners
Florida
$435K -$43.1K -191 -9%
APG
1207
Abacus Planning Group
South Carolina
$435K
BWP
1208
Bernardo Wealth Planning
Pennsylvania
$434K -$5.19K -23 -1%
MWM
1209
Maripau Wealth Management
Indiana
$433K +$41.3K +183 +11%
EA
1210
Everpar Advisors
Oklahoma
$433K +$42.7K +189 +11%
OFG
1211
Oxford Financial Group
Indiana
$431K +$7K +31 +2%
SSC
1212
Syverson Strege & Co
Iowa
$430K -$42.9K -190 -9%
SFC
1213
SYM Financial Corp
Indiana
$429K +$37.7K +167 +10%
OF
1214
Optimize Financial
California
$427K +$5.42K +24 +1%
PFA
1215
Pure Financial Advisors
California
$425K +$422K +1,868 New
MC
1216
Moors & Cabot
Massachusetts
$424K -$90.3K -400 -18%
AWM
1217
Axxcess Wealth Management
California
$423K +$6.78K +30 +2%
OCBCO
1218
Oversea-Chinese Banking Corp (OCBC)
Singapore
$422K -$828K -3,667 -66%
SAM
1219
Synergy Asset Management
Washington
$422K -$1.1M -4,886 -73%
AA
1220
ALPS Advisors
Colorado
$421K +$3.39K +15 +0.8%
TCM
1221
Teza Capital Management
Illinois
$420K +$43.1K +191 +12%
SWP
1222
Strategic Wealth Partners
Ohio
$420K +$8.36K +37 +2%
MCA
1223
Magnolia Capital Advisors
Mississippi
$418K +$4.29K +19 +1%
LWCFA
1224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$416K +$33.9K +150 +8%
FFN
1225
Focus Financial Network
Minnesota
$416K +$5.65K +25 +1%