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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
CWMS
1326
Cannon Wealth Management Services
North Carolina
$370K
DBRC
1327
D.B. Root & Company
Pennsylvania
$369K
FFS
1328
Founders Financial Securities
Maryland
$368K
FOA
1329
Five Oceans Advisors
California
$368K
TP
1330
Tranquility Partners
Tennessee
$368K
FWIA
1331
Fort Washington Investment Advisors
Ohio
$368K
LJAC
1332
L.J. Altfest & Co
New York
$366K
PAG
1333
Poinciana Advisors Group
Florida
$362K
JCM
1334
J2 Capital Management
Michigan
$360K
SCA
1335
Sandy Cove Advisors
Massachusetts
$360K
NHT
1336
New Hampshire Trust
New Hampshire
$359K
OWA
1337
Octavia Wealth Advisors
Ohio
$359K
MSFS
1338
Main Street Financial Solutions
Pennsylvania
$358K
ANTB
1339
AMG National Trust Bank
Colorado
$358K
1SB
1340
1ST Source Bank
Indiana
$356K
SAI
1341
Systematic Alpha Investments
New Jersey
$356K
GAMC
1342
Garner Asset Management Corp
Texas
$353K
BCWM
1343
Bartlett & Co Wealth Management
Ohio
$352K
MPW
1344
Monterey Private Wealth
California
$352K
BCM
1345
Brookstone Capital Management
Illinois
$351K
EWM
1346
Evermay Wealth Management
Virginia
$351K
WCM
1347
Wallace Capital Management
Texas
$351K
GC
1348
Gilbert & Cook
Iowa
$351K
G
1349
GenTrust
Florida
$349K
HAS
1350
HBW Advisory Services
California
$349K