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Progressive

1,807 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 662 increasing their positions, 711 reducing their positions, and 172 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 ownership

Funds ownership:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 711

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.99B)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

Holders
1,807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$589M
Puts
$506M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
1301
PGIM Custom Harvest
New Jersey
$337K
CH
1302
Cromwell Holdings
Wyoming
$337K
EWA
1303
Eagle Wealth Advisors
Connecticut
$335K
LWANC
1304
Laurel Wealth Advisors (North Carolina)
North Carolina
$333K
DMBA
1305
Deseret Mutual Benefit Administrators
Utah
$332K
PL
1306
Plancorp LLC
Missouri
$331K
VFA
1307
Voya Financial Advisors
Connecticut
$330K
MA
1308
Mezzasalma Advisors
New Jersey
$329K
TWM
1309
Trueblood Wealth Management
Ohio
$328K
GM
1310
GeoWealth Management
Illinois
$328K
CIA
1311
Caerus Investment Advisors
Texas
$328K
SCM
1312
Stonehearth Capital Management
Massachusetts
$326K
STCG
1313
Speece Thorson Capital Group
Minnesota
$325K
JWS
1314
Juncture Wealth Strategies
Arizona
$325K
FI
1315
FWG Investments
Kentucky
$325K
PA
1316
PFG Advisors
Arizona
$324K
CCA
1317
Childress Capital Advisors
Texas
$324K
UW
1318
Unique Wealth
Florida
$323K
AIM
1319
Anchor Investment Management
South Carolina
$323K
EL
1320
EWA LLC
Pennsylvania
$321K
AA
1321
AlphaCentric Advisors
Puerto Rico
$321K
WG
1322
WMS Group
Louisiana
$319K
PWM
1323
Pines Wealth Management
North Carolina
$319K
JIC
1324
Joel Isaacson & Co
New York
$318K
FFM
1325
Fullerton Fund Management
Singapore
$316K