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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
22.23%
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
SCM
1326
Stonehearth Capital Management
Massachusetts
$326K -$49.7K -220 -13%
STCG
1327
Speece Thorson Capital Group
Minnesota
$325K
JWS
1328
Juncture Wealth Strategies
Arizona
$325K -$452 -2 -0.1%
FI
1329
FWG Investments
Kentucky
$325K
PA
1330
PFG Advisors
Arizona
$324K +$67.5K +299 +27%
CCA
1331
Childress Capital Advisors
Texas
$324K +$677 +3 +0.2%
BNA
1332
BankChampaign National Association
Illinois
$324K +$321K +1,422 New
UW
1333
Unique Wealth
Florida
$323K -$10.4K -46 -3%
AIM
1334
Anchor Investment Management
South Carolina
$323K
EL
1335
EWA LLC
Pennsylvania
$321K +$71.1K +315 +29%
AA
1336
AlphaCentric Advisors
Puerto Rico
$321K +$318K +1,408 New
WG
1337
WMS Group
Louisiana
$319K +$316K +1,400 New
PWM
1338
Pines Wealth Management
North Carolina
$319K +$11.7K +52 +4%
JIC
1339
Joel Isaacson & Co
New York
$318K +$77.9K +345 +33%
FFM
1340
Fullerton Fund Management
Singapore
$316K -$439K -1,945 -58%
TFA
1341
Tobias Financial Advisors
Florida
$315K +$100K +444 +47%
RG
1342
Rathbones Group
United Kingdom
$312K -$29.1K -129 -9%
CICC
1343
Capital Investment Counsel (Colorado)
Colorado
$312K
CF
1344
Centaurus Financial
California
$312K +$199K +880 +180%
AWM
1345
Ameliora Wealth Management
Switzerland
$311K +$16.9K +75 +6%
FWP
1346
Falcon Wealth Planning
California
$309K +$74.1K +328 +32%
OPOWM
1347
One Plus One Wealth Management
Florida
$308K
EWM
1348
Evermay Wealth Management
Virginia
$305K +$13.6K +60 +5%
CPA
1349
Capital Performance Advisors
California
$304K +$13.1K +58 +5%
BCWM
1350
Bartlett & Co Wealth Management
Ohio
$303K -$44.7K -198 -13%