PGR icon

Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
1226
Moss Adams Wealth Advisors
Washington
$402K +$42.7K +178 +12%
RC
1227
Rovin Capital
Arizona
$399K +$25.6K +107 +7%
CMS
1228
Capital Market Strategies
Florida
$399K +$89.1K +372 +29%
EFSCE
1229
Enterprise Financial Services Corp (EFSC)
Missouri
$399K -$4.55K -19 -1%
PFW
1230
Petros Family Wealth
Minnesota
$398K +$398K +1,661 New
LIM
1231
Leavell Investment Management
Alabama
$398K -$67.6K -282 -15%
SCM
1232
Stonehearth Capital Management
Massachusetts
$396K -$64.7K -270 -14%
KFS
1233
Kaizen Financial Strategies
California
$395K – – –
BA
1234
Baugh & Associates
Georgia
$395K – – –
ATC
1235
Argent Trust Co
Tennessee
$395K -$12.5K -52 -3%
DMBA
1236
Deseret Mutual Benefit Administrators
Utah
$394K -$2.88K -12 -0.7%
JWS
1237
Juncture Wealth Strategies
Arizona
$394K +$1.44K +6 +0.4%
AIM
1238
Advyzon Investment Management
Illinois
$393K +$393K +1,641 New
KIA
1239
KCM Investment Advisors
California
$393K – – –
SCP
1240
Sivia Capital Partners
California
$392K -$4.55K -19 -1%
OP
1241
ORG Partners
Indiana
$389K -$4.32K -18 -1%
MWM
1242
Modern Wealth Management
Kansas
$388K -$30K -125 -7%
CT
1243
Clearstead Trust
Maine
$387K -$13.4K -56 -3%
MWM
1244
Maripau Wealth Management
Indiana
$386K +$386K +1,612 New
EDRH
1245
Edmond de Rothschild Holding
Switzerland
$386K – – –
SP
1246
Stablepoint Partners
Massachusetts
$385K – – –
TC
1247
TwinBeech Capital
New York
$384K -$1.83M -7,626 -83%
MSFS
1248
Main Street Financial Solutions
Pennsylvania
$384K +$99.6K +416 +35%
SFC
1249
SYM Financial Corp
Indiana
$384K +$10.5K +44 +3%
RIL
1250
Rothschild Investment LLC
Illinois
$383K +$719 +3 +0.2%
48 49
50
51 52