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Progressive

1,882 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 776 increasing their positions, 652 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.08% more ownership

Funds ownership: 84.94%86.03% (+1.1%)

5% less capital invested

Capital invested by funds: $141B → $134B (-$6.52B)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

Holders
1,882
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$634M
Puts
$449M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1301
Kingswood Wealth Advisors
California
$457K
ACM
1302
Allred Capital Management
Texas
$456K
NS
1303
NBC Securities
Alabama
$454K
SLWA
1304
San Luis Wealth Advisors
California
$453K
HAS
1305
HBW Advisory Services
California
$452K
CW
1306
CreativeOne Wealth
Kansas
$450K
SCP
1307
Sivia Capital Partners
California
$450K
MWM
1308
MBE Wealth Management
Wisconsin
$449K
ST
1309
Smithfield Trust
Pennsylvania
$449K
DMBA
1310
Deseret Mutual Benefit Administrators
Utah
$449K
ATC
1311
Argent Trust Co
Tennessee
$447K
CCA
1312
Cottonwood Capital Advisors
Utah
$446K
RC
1313
Rovin Capital
Arizona
$445K
AFA
1314
AA Financial Advisors
Ohio
$444K
WA
1315
Wealthstar Advisors
Texas
$444K
SCM
1316
Stonehearth Capital Management
Massachusetts
$441K
RIL
1317
Rothschild Investment LLC
Illinois
$440K
TCOO
1318
Trust Company of Oklahoma
Oklahoma
$439K
C
1319
Certuity
Florida
$436K
WPA
1320
Wealth Preservation Advisors
Tennessee
$432K
RIG
1321
RiverFront Investment Group
Virginia
$430K
MM
1322
MQS Management
New York
$430K
OWA
1323
Opal Wealth Advisors
New York
$429K
SAM
1324
Synergy Asset Management
Washington
$428K
SP
1325
Stablepoint Partners
Massachusetts
$426K