We are live on ! Find out more
PGR icon

Progressive

1,326 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 422 increasing their positions, 504 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 63

33% more call options, than puts

Call options by funds: $543M | Put options by funds: $408M

15% more capital invested

Capital invested by funds: $70.4B → $81.2B (+$10.9B)

13% more funds holding

Funds holding: 1,1711,326 (+155)

7% more funds holding in top 10

Funds holding in top 10: 4245 (+3)

0.93% more ownership

Funds ownership: 86.18%87.11% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 504

Holders
1,326
Holders Change
+155
Holders Change %
+13.24%
% of All Funds
19.33%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
237
Increased
422
Reduced
504
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1276
Atlantic Edge Private Wealth Management
Florida
$7.96K +$7.83K +50 New
GJIA
1277
Glass Jacobson Investment Advisors
Maryland
$7.49K
MWM
1278
Mascoma Wealth Management
New Hampshire
$7.49K
CWC
1279
Carolinas Wealth Consulting
North Carolina
$7.25K -$313 -2 -4%
FPB
1280
First PREMIER Bank
South Dakota
$7K +$7.2K +46 New
VF
1281
VitalStone Financial
Texas
$7K +$7.2K +46 New
LFA
1282
Level Financial Advisors
New York
$6.86K
SIS
1283
Sound Income Strategies
Florida
$6.85K
DF
1284
Dunhill Financial
United Kingdom
$6.8K +$6.73K +43 New
AFS
1285
Annapolis Financial Services
Maryland
$6.69K
FPF
1286
First Pacific Financial
Washington
$6.69K +$6.58K +42 New
SIC
1287
SJS Investment Consulting
Ohio
$6.21K +$313 +2 +5%
AW
1288
Avion Wealth
Texas
$6K +$3.6K +23 +164%
WIA
1289
Wetzel Investment Advisors
Indiana
$6K +$5.95K +38 New
DPW
1290
DiNuzzo Private Wealth
Pennsylvania
$5.89K +$5.79K +37 New
LFG
1291
Larson Financial Group
Missouri
$5.43K +$939 +6 +21%
CCMI
1292
Creative Capital Management Investments
California
$5.1K
HI
1293
Hoey Investments
Pennsylvania
$5.1K
VWA
1294
Valued Wealth Advisors
Utah
$5.01K +$5.64K +36 New
LWANC
1295
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.78K
WWM
1296
Wolff Wiese Magana
California
$4.78K
FFA
1297
Frazier Financial Advisors
Ohio
$4.46K +$4.38K +28 New
TFM
1298
TFC Financial Management
Massachusetts
$3.82K
BCMLT
1299
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.76K
HWP
1300
Highline Wealth Partners
California
$3.66K

PGR Hedge Fund Activity: Q4 2023 in Review

1,326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2023, worth a combined $81.2B — up 15% from $70.4B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new PGR positions and 63 closed out — a net gain of 174 holders — while 422 added to existing stakes and 504 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41B. The largest seller was JP Morgan Chase, cutting an estimated $685M.

  • 1,326 institutional investors held Progressive (PGR) as of Q4 2023, up from 1,171 in Q3 2023.
  • Funds reported $81.2B of Progressive stock for Q4 2023, up 15% quarter-over-quarter.
  • 237 funds opened new Progressive positions in Q4 2023 and 63 closed out, a net change of +174 holders.
  • The largest Progressive buyer in Q4 2023 was Morgan Stanley, an estimated $1.41B added.
  • The largest Progressive seller in Q4 2023 was JP Morgan Chase, an estimated $685M sold.

Based on aggregated 13F filings for Q4 2023.