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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+52
Holders Change %
+2.85%
% of All Funds
25.16%
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
117
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.36B
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.93B
4
Capital International Investors
Capital International Investors
California
$2.04B
5
Capital World Investors
Capital World Investors
California
$2.59B

Top Sellers

1
BlackRock
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
DZ Bank
Germany
$142M
5
Principal Financial Group
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
1251
Magnolia Capital Advisors
Mississippi
$504K -$27.2K -102 -5%
WCWM
1252
Willow Creek Wealth Management
California
$504K – – –
CT
1253
Clearstead Trust
Maine
$503K +$72.6K +272 +17%
SHFP
1254
Second Half Financial Partners
Florida
$503K -$13.9K -52 -3%
RWM
1255
Revisor Wealth Management
Ohio
$502K -$6.73K -27 -1%
NWWA
1256
New Wave Wealth Advisors
Arkansas
$498K +$1.33K +5 +0.3%
B
1257
Bellecapital
Switzerland
$495K – – –
IG
1258
ING Group
Netherlands
$494K +$494K +1,852 New
LWCFA
1259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$494K -$4.89M -18,316 -91%
CMS
1260
Capital Market Strategies
Florida
$488K +$162K +608 +50%
OWM
1261
OneAscent Wealth Management
Alabama
$488K +$35.3K +132 +8%
MSAM
1262
Moloney Securities Asset Management
Missouri
$488K +$125K +468 +34%
LSIA
1263
LaSalle St. Investment Advisors
Illinois
$485K +$1.33K +5 +0.3%
KC
1264
Knuff & Co
California
$485K – – –
BC
1265
Bridgefront Capital
Texas
$483K +$483K +1,811 New
WMA
1266
Wealth Management Associates
New Jersey
$482K – – –
CIC
1267
Chase Investment Counsel
Virginia
$481K +$481K +1,806 New
AB
1268
Atlas Brown
Kentucky
$480K +$8.54K +32 +2%
PL
1269
Plancorp LLC
Missouri
$480K +$13.3K +50 +3%
FFN
1270
Focus Financial Network
Minnesota
$478K – – –
EA
1271
Everpar Advisors
Oklahoma
$477K -$88.6K -332 -16%
NI
1272
NDVR Inc
Massachusetts
$477K +$14.4K +54 +3%
OFG
1273
Oxford Financial Group
Indiana
$476K -$12.5K -47 -3%
SFC
1274
SYM Financial Corp
Indiana
$476K +$20.8K +78 +5%
GBT
1275
Grove Bank & Trust
Florida
$475K +$12.5K +47 +3%
49 50
51
52 53