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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
RIL
1226
Rothschild Investment LLC
Illinois
$415K +$25.7K +114 +7%
GBT
1227
Grove Bank & Trust
Florida
$415K +$13.3K +59 +3%
KC
1228
Knuff & Co
California
$414K
EFSCE
1229
Enterprise Financial Services Corp (EFSC)
Missouri
$414K -$9.94K -44 -2%
FFP
1230
FourThought Financial Partners
Florida
$413K +$46.1K +204 +13%
TPI
1231
Trust Point Inc
Wisconsin
$413K -$1.13K -5 -0.3%
AB
1232
Atlas Brown
Kentucky
$411K -$25.3K -112 -6%
SSWM
1233
Sheets Smith Wealth Management
North Carolina
$408K -$481K -2,129 -54%
PM
1234
Pembroke Management
Quebec, Canada
$408K -$63K -279 -13%
RSWM
1235
Robertson Stephens Wealth Management
California
$406K +$124K +550 +45%
CW
1236
CreativeOne Wealth
Kansas
$403K +$29.1K +129 +8%
CWM
1237
Calamos Wealth Management
Illinois
$401K -$86.7K -384 -18%
MBTD
1238
Mechanics Bank - Trust Department
California
$401K -$35.9K -159 -8%
KCP
1239
Kera Capital Partners
California
$401K +$95.3K +422 +28%
FW
1240
Fidato Wealth
Ohio
$399K +$2.03K +9 +0.5%
IIL
1241
Income Insurance Ltd
$399K +$396K +1,752 New
LSIA
1242
LaSalle St. Investment Advisors
Illinois
$398K -$2.71K -12 -0.7%
BWA
1243
Brave Warrior Advisors
New York
$398K
GHAM
1244
Gilman Hill Asset Management
Connecticut
$396K +$47.4K +210 +14%
BPW
1245
BlueDoor Private Wealth
Massachusetts
$396K +$393K +1,740 New
RA
1246
Ruggaard & Associates
Ohio
$396K
CG
1247
Corundum Group
Colorado
$395K +$179K +791 +84%
SLWA
1248
San Luis Wealth Advisors
California
$395K +$903 +4 +0.2%
RWM
1249
Revisor Wealth Management
Ohio
$395K +$11.3K +50 +3%
CAM
1250
Cidel Asset Management
Ontario, Canada
$394K +$35.2K +156 +10%