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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
TFA
1326
Tobias Financial Advisors
Florida
$315K
RG
1327
Rathbones Group
United Kingdom
$312K
CICC
1328
Capital Investment Counsel (Colorado)
Colorado
$312K
CF
1329
Centaurus Financial
California
$312K
AWM
1330
Ameliora Wealth Management
Switzerland
$311K
FWP
1331
Falcon Wealth Planning
California
$309K
OPOWM
1332
One Plus One Wealth Management
Florida
$308K
EWM
1333
Evermay Wealth Management
Virginia
$305K
CPA
1334
Capital Performance Advisors
California
$304K
BCWM
1335
Bartlett & Co Wealth Management
Ohio
$303K
PCM
1336
Prelude Capital Management
New York
$303K
PFM
1337
Phillips Financial Management
Indiana
$303K
BCM
1338
Brookstone Capital Management
Illinois
$301K
BI
1339
Bradyco Inc
Massachusetts
$301K
4WM
1340
49 Wealth Management
Texas
$300K
FFS
1341
Founders Financial Securities
Maryland
$299K
SQA
1342
Simon Quick Advisors
New Jersey
$299K
MWP
1343
Madison Wealth Partners
Wisconsin
$299K
DOA
1344
D'Orazio & Associates
Virginia
$299K
SWM
1345
Selective Wealth Management
Virginia
$298K
GFP
1346
Gryphon Financial Partners
Ohio
$297K
TCA
1347
Transcend Capital Advisors
New Jersey
$296K
DA
1348
Drake & Associates
Wisconsin
$296K
TP
1349
Tranquility Partners
Tennessee
$296K
DBRC
1350
D.B. Root & Company
Pennsylvania
$295K