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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 %
BFO
1276
Biltmore Family Office
North Carolina
$356K +$104K +433 +41%
CH
1277
Cromwell Holdings
Wyoming
$354K – – –
YWS
1278
Yarger Wealth Strategies
Ohio
$352K +$4.55K +19 +1%
Fiera Capital (Canada)
1279
Fiera Capital (Canada)
Quebec, Canada
$351K -$143K -610 -29%
TC
1280
Taika Capital
Florida
$350K +$350K +1,460 New
LWANC
1281
Laurel Wealth Advisors (North Carolina)
North Carolina
$349K – – –
APG
1282
Abacus Planning Group
South Carolina
$348K +$47.2K +197 +16%
AGC
1283
Aspen Grove Capital
Colorado
$347K – – –
EW
1284
Evoke Wealth
California
$345K +$61.6K +257 +22%
FSA
1285
Franklin Street Advisors
North Carolina
$345K – – –
MCC
1286
Money Concepts Capital
Florida
$343K -$84.8K -354 -20%
SYBT
1287
Stock Yards Bank & Trust
Kentucky
$342K -$46.2K -193 -12%
STCG
1288
Speece Thorson Capital Group
Minnesota
$342K – – –
DOA
1289
D'Orazio & Associates
Virginia
$338K +$2.16K +9 +0.6%
4WM
1290
49 Wealth Management
Texas
$337K -$4.79K -20 -1%
CFP
1291
Cascade Financial Partners
California
$336K -$17.3K -72 -5%
AA
1292
ALPS Advisors
Colorado
$335K – – –
RFN
1293
RDA Financial Network
Iowa
$335K -$13.4K -56 -4%
BPW
1294
Bingham Private Wealth
California
$334K +$334K +1,393 New
VC
1295
Vicus Capital
Pennsylvania
$333K +$333K +1,391 New
VIA
1296
Virtus Investment Advisers
Connecticut
$333K – – –
PCM
1297
Polymer Capital Management
New York
$331K +$331K +1,382 New
BP
1298
BNP Paribas
France
$330K -$3M -12,634 -90%
DE
1299
Diversified Enterprises
Delaware
$330K +$12.5K +52 +4%
PAG
1300
Poinciana Advisors Group
Florida
$329K +$329K +1,373 New
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