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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 %
CIM
1226
Contravisory Investment Management
Massachusetts
$535K +$17.1K +64 +3%
APG
1227
Abacus Planning Group
South Carolina
$534K +$91K +341 +21%
CG
1228
Castellan Group
Kentucky
$534K – – –
FP
1229
Factorial Partners
New York
$534K – – –
MWA
1230
Martel Wealth Advisors
Washington
$534K – – –
CFM
1231
Catalyst Funds Management
Australia
$534K +$534K +2,000 New
AC
1232
AXQ Capital
New Jersey
$532K +$532K +1,993 New
EW
1233
Elyxium Wealth
California
$530K +$204K +766 +63%
GPW
1234
Gentry Private Wealth
Kansas
$529K +$5.07K +19 +1%
AIA
1235
Affinity Investment Advisors
California
$525K – – –
OC
1236
Oarsman Capital
Wisconsin
$521K +$42.2K +158 +9%
LI
1237
LVZ Inc
Michigan
$521K +$801 +3 +0.2%
Luther King Capital Management (LKCM)
1238
Luther King Capital Management (LKCM)
Texas
$520K -$9.87K -37 -2%
QWP
1239
Quotient Wealth Partners
Texas
$516K +$35.8K +134 +7%
Simplex Trading
1240
Simplex Trading
Illinois
$516K +$516K +1,935 New
LAM
1241
Lewis Asset Management
California
$516K – – –
DCA
1242
DSG Capital Advisors
Minnesota
$515K +$515K +1,931 New
VFA
1243
Voya Financial Advisors
Connecticut
$513K -$27.2K -103 -5%
BWP
1244
Bernardo Wealth Planning
Pennsylvania
$511K +$4.54K +17 +0.9%
TNBTD
1245
Trustmark National Bank Trust Department
Mississippi
$511K +$74.5K +279 +17%
MBTD
1246
Mechanics Bank - Trust Department
California
$511K +$4.8K +18 +0.9%
CPC
1247
Cookson Peirce & Co
Pennsylvania
$510K +$86.7K +325 +20%
MNBTD
1248
Moody National Bank Trust Division
Texas
$509K +$13.6K +51 +3%
BCM
1249
Basswood Capital Management
New York
$507K – – –
NG
1250
Norden Group
Utah
$505K +$266K +997 +111%
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