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Progressive

1,827 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 668 increasing their positions, 714 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 172

16% more call options, than puts

Call options by funds: $589M | Put options by funds: $506M

1.97% more ownership

Funds ownership: 84.81%86.78% (+2%)

2% more funds holding

Funds holding: 1,7981,827 (+29)

6% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 714

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.94B)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

Holders
1,827
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
22.22%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.57%
New
234
Increased
668
Reduced
714
Closed
172
Calls
$589M
Puts
$506M
Net Calls
+$83.4M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1301
Seven Mile Advisory
New Jersey
$349K +$26K +115 +8%
LIM
1302
Leavell Investment Management
Alabama
$347K -$26K -115 -7%
KFA
1303
Kapstone Financial Advisors
Ohio
$345K -$26.4K -117 -7%
AFT
1304
Alpha Family Trust
California
$344K +$99.4K +440 +41%
TW
1305
TritonPoint Wealth
Maryland
$342K -$75K -332 -18%
VGDSS
1306
VUB Generali dochodkova spravcovska spolocnost
$341K +$338K +1,497 New
CFO
1307
Cambient Family Office
Michigan
$340K +$338K +1,495 New
AFP
1308
Ausdal Financial Partners
Iowa
$340K +$7.45K +33 +2%
CA
1309
Cortland Associates
Missouri
$340K
SIM
1310
Sentry Investment Management
Wisconsin
$340K
AWM
1311
Aprio Wealth Management
Georgia
$339K -$28.2K -125 -8%
LWA
1312
Legacy Wealth Advisors
Florida
$338K +$336K +1,486 New
YIA
1313
YHB Investment Advisors
Connecticut
$338K
HR
1314
Howe & Rusling
New York
$338K +$335K +1,483 New
PCH
1315
PGIM Custom Harvest
New Jersey
$337K +$14.7K +65 +5%
CH
1316
Cromwell Holdings
Wyoming
$337K
EWA
1317
Eagle Wealth Advisors
Connecticut
$335K +$332K +1,472 New
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
$333K -$1.13K -5 -0.3%
DMBA
1319
Deseret Mutual Benefit Administrators
Utah
$332K -$19K -84 -5%
PL
1320
Plancorp LLC
Missouri
$331K -$37.5K -166 -10%
VFA
1321
Voya Financial Advisors
Connecticut
$330K -$26.2K -116 -7%
MA
1322
Mezzasalma Advisors
New Jersey
$329K -$1.88M -8,303 -84%
TWM
1323
Trueblood Wealth Management
Ohio
$328K +$3.16K +14 +1%
GM
1324
GeoWealth Management
Illinois
$328K +$17.2K +76 +6%
CIA
1325
Caerus Investment Advisors
Texas
$328K +$49.5K +219 +18%