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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
LOIM
1301
Liberty One Investment Management
Illinois
$394K
CFP
1302
Cascade Financial Partners
California
$389K
UW
1303
Unique Wealth
Florida
$388K
CICC
1304
Capital Investment Counsel (Colorado)
Colorado
$388K
KWM
1305
KFG Wealth Management
Indiana
$387K
SIG
1306
Stonegate Investment Group
Alabama
$387K
MSAM
1307
Moloney Securities Asset Management
Missouri
$385K
CMBA
1308
C.M. Bidwell & Associates
Hawaii
$383K
GLF
1309
Groupe la Francaise
France
$383K
FFWA
1310
Forthright Family Wealth Advisory
Texas
$382K
OF
1311
Optimize Financial
California
$381K
NRC
1312
New Republic Capital
North Carolina
$380K
GPW
1313
Genesis Private Wealth
Virginia
$380K
GCM
1314
Gallacher Capital Management
Colorado
$379K
WW
1315
Waterfront Wealth
Kansas
$378K
FIA
1316
Foundations Investment Advisors
Arizona
$376K
VCM
1317
Versant Capital Management
Arizona
$376K
FCM
1318
Fortis Capital Management
Washington
$376K
MWM
1319
Modern Wealth Management
Kansas
$376K
KAM
1320
Knightsbridge Asset Management
California
$375K
EW
1321
Evoke Wealth
California
$374K
RSWM
1322
Robertson Stephens Wealth Management
California
$374K
BI
1323
Bradyco Inc
Massachusetts
$374K
FP
1324
Fiduciary Planning
Florida
$370K
PFM
1325
Phillips Financial Management
Indiana
$370K