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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 %
KFA
1251
Kapstone Financial Advisors
Ohio
$382K +$19.7K +80 +5%
MNBTD
1252
Moody National Bank Trust Division
Texas
$381K -$1.2K -5 -0.3%
PWS
1253
Precision Wealth Strategies
Missouri
$381K -$31.6K -132 -8%
QWP
1254
Quotient Wealth Partners
Texas
$380K +$17.3K +72 +5%
AIM
1255
Anchor Investment Management
South Carolina
$379K – – –
HI
1256
Hudock Inc
Pennsylvania
$379K – – –
PCH
1257
PGIM Custom Harvest
New Jersey
$377K +$2.4K +10 +0.6%
CICC
1258
Capital Investment Counsel (Colorado)
Colorado
$376K – – –
CIA
1259
Capital Investment Advisors
Georgia
$372K +$28.3K +118 +8%
OL
1260
OneFund LLC
Florida
$372K +$2.88K +12 +0.8%
EWM
1261
Empirical Wealth Management
Washington
$371K -$176K -735 -32%
A
1262
Allianz
Germany
$371K – – –
AWM
1263
Aprio Wealth Management
Georgia
$371K +$72.4K +302 +24%
JCM
1264
J2 Capital Management
Michigan
$368K +$368K +1,535 New
GHAM
1265
Gilman Hill Asset Management
Connecticut
$367K – – –
LTI
1266
Laffer Tengler Investments
Tennessee
$366K – – –
MCWA
1267
Meadow Creek Wealth Advisors
Georgia
$364K -$2.88K -12 -0.8%
BCWM
1268
Bartlett & Co Wealth Management
Ohio
$364K -$6.47K -27 -2%
BOM
1269
Bank of Marin
California
$364K -$2.64K -11 -0.7%
RCAG
1270
Rehmann Capital Advisory Group
Michigan
$364K +$43.1K +180 +13%
HWA
1271
HCR Wealth Advisors
California
$362K +$719 +3 +0.2%
CAWM
1272
Capital A Wealth Management
Pennsylvania
$359K +$359K +1,498 New
CPIG
1273
Chicago Partners Investment Group
Illinois
$358K +$39.7K +163 +12%
BRWM
1274
Blue Rock Wealth Management
North Carolina
$358K +$358K +1,495 New
TPI
1275
Trust Point Inc
Wisconsin
$356K -$2.88K -12 -0.8%
49 50
51
52 53