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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
1326
Five Oceans Advisors
California
$310K +$2.64K +11 +0.9%
GC
1327
Gilbert & Cook
Iowa
$310K -$9.11K -38 -3%
FFS
1328
Founders Financial Securities
Maryland
$309K +$309K +1,290 New
KWM
1329
KFG Wealth Management
Indiana
$309K +$44.6K +186 +17%
PSP
1330
Principal Street Partners
Tennessee
$308K +$38.3K +160 +14%
RFG
1331
Range Financial Group
Oregon
$308K +$308K +1,286 New
SF
1332
Symphony Financial
Texas
$308K +$308K +1,278 New
LJAC
1333
L.J. Altfest & Co
New York
$308K -$6.71K -28 -2%
LP
1334
LGL Partners
Pennsylvania
$305K +$19.4K +81 +7%
SAI
1335
Systematic Alpha Investments
New Jersey
$301K – – –
HI
1336
Humankind Investments
New York
$301K -$9.58K -40 -3%
1SB
1337
1ST Source Bank
Indiana
$301K +$16.8K +70 +6%
PFM
1338
Phillips Financial Management
Indiana
$299K +$12.9K +54 +5%
OPOWM
1339
One Plus One Wealth Management
Florida
$299K +$299K +1,249 New
GAMC
1340
Garner Asset Management Corp
Texas
$299K -$6K -25 -2%
MPW
1341
Monterey Private Wealth
California
$297K – – –
WCM
1342
Wallace Capital Management
Texas
$297K – – –
EWM
1343
Evermay Wealth Management
Virginia
$297K +$133K +554 +81%
AIA
1344
Angeles Investment Advisors
California
$297K -$38.1K -159 -11%
PWM
1345
Pines Wealth Management
North Carolina
$295K +$295K +1,250 New
MA
1346
MONECO Advisors
Connecticut
$294K +$37.1K +155 +14%
BA
1347
Bristlecone Advisors
Washington
$291K – – –
IIA
1348
Integral Investment Advisors
California
$290K – – –
VCM
1349
Vivaldi Capital Management
Illinois
$290K -$2.47K -10 -0.8%
BCM
1350
Brookstone Capital Management
Illinois
$290K +$37.1K +155 +15%
52 53
54
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