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Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1276
Biltmore Family Office
North Carolina
$420K
CH
1277
Cromwell Holdings
Wyoming
$418K
YWS
1278
Yarger Wealth Strategies
Ohio
$416K
LWANC
1279
Laurel Wealth Advisors (North Carolina)
North Carolina
$413K
DOA
1280
D'Orazio & Associates
Virginia
$413K
NICM
1281
Neo Ivy Capital Management
New York
$412K
TPI
1282
Trust Point Inc
Wisconsin
$412K
OPOWM
1283
One Plus One Wealth Management
Florida
$411K
AGC
1284
Aspen Grove Capital
Colorado
$410K
FSA
1285
Franklin Street Advisors
North Carolina
$408K
TWM
1286
Trueblood Wealth Management
Ohio
$407K
RG
1287
Rathbones Group
United Kingdom
$406K
MCC
1288
Money Concepts Capital
Florida
$405K
JWS
1289
Juncture Wealth Strategies
Arizona
$404K
SYBT
1290
Stock Yards Bank & Trust
Kentucky
$404K
STCG
1291
Speece Thorson Capital Group
Minnesota
$404K
SMC
1292
Smith, Moore & Co
Missouri
$403K
VC
1293
Vicus Capital
Pennsylvania
$401K
BCM
1294
Beaumont Capital Management
Massachusetts
$400K
AWM
1295
Axxcess Wealth Management
California
$399K
CG
1296
Corundum Group
Colorado
$396K
AI
1297
Atom Investors
Texas
$396K
BFA
1298
Beacon Financial Advisory
Ohio
$395K
ARC
1299
Advisor Resource Council
Texas
$395K
4WM
1300
49 Wealth Management
Texas
$395K