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Progressive

1,514 hedge funds and large institutions have $103B invested in Progressive in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 625 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+62
Holders Change %
+4.27%
% of All Funds
22.02%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.95%
New
155
Increased
625
Reduced
515
Closed
71
Calls
$543M
Puts
$422M
Net Calls
+$120M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
1226
Means Investment Company
Maine
$248K -$32K -154 -11%
PWA
1227
Providence Wealth Advisors
Illinois
$248K
SCA
1228
Sandy Cove Advisors
Massachusetts
$247K -$65.4K -315 -21%
PL
1229
Plancorp LLC
Missouri
$247K +$8.72K +42 +4%
PFM
1230
Phillips Financial Management
Indiana
$247K +$10.2K +49 +4%
AWM
1231
Aprio Wealth Management
Georgia
$246K +$42K +202 +21%
LSPW
1232
Lake Street Private Wealth
Illinois
$246K -$42K -202 -15%
RVPG
1233
Relative Value Partners Group
$246K +$246K +1,182 New
KFC
1234
Klingenstein Fields & Co
New York
$245K
1SB
1235
1ST Source Bank
Indiana
$245K -$33.2K -160 -12%
BWP
1236
BSW Wealth Partners
Colorado
$245K +$4.36K +21 +2%
WA
1237
Wealth Architects
California
$244K +$2.29K +11 +0.9%
LWP
1238
LMG Wealth Partners
Louisiana
$244K
VCM
1239
Vivaldi Capital Management
Illinois
$243K +$24.3K +117 +11%
D
1240
Diversified
Delaware
$242K +$31.6K +152 +15%
CPIG
1241
Chicago Partners Investment Group
Illinois
$241K +$7.34K +34 +3%
FWM
1242
FFT Wealth Management
Pennsylvania
$241K +$241K +1,158 New
JCIA
1243
Jackson Creek Investment Advisors
Colorado
$239K -$6.44K -31 -3%
PBO
1244
Peoples Bank (Ohio)
Ohio
$238K -$6.65K -32 -3%
VCG
1245
Vantage Consulting Group
Virginia
$238K -$11K -53 -4%
PBC
1246
Pavion Blue Capital
California
$238K
SFC
1247
SYM Financial Corp
Indiana
$237K +$237K +1,143 New
RWP
1248
RWA Wealth Partners
Massachusetts
$237K -$415 -2 -0.2%
MBTD
1249
Mechanics Bank - Trust Department
California
$237K +$237K +1,139 New
HPC
1250
HM Payson & Co
Maine
$235K +$29.3K +141 +14%