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Progressive

1,757 hedge funds and large institutions have $105B invested in Progressive in 2026 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 698 increasing their positions, 688 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $116B → $105B (-$11.1B)

18% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 198

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

Holders
1,757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$377M
Puts
$249M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1351
Sax Wealth Advisors
New Jersey
$254K
CWMS
1352
Cannon Wealth Management Services
North Carolina
$254K
TTWM
1353
TCV Trust & Wealth Management
Virginia
$253K
OWP
1354
Obermeyer Wealth Partners
Colorado
$253K
CG
1355
Corundum Group
Colorado
$253K
SWM
1356
Seed Wealth Management
Illinois
$252K
VR
1357
Vision Retirement
New Jersey
$252K
EFG
1358
Embree Financial Group
Illinois
$251K
TFA
1359
Tobias Financial Advisors
Florida
$250K
TA
1360
TrueWealth Advisors
Alabama
$249K
SAI
1361
Systematic Alpha Investments
New Jersey
$249K
LPFG
1362
Landing Point Financial Group
Ohio
$249K
FOA
1363
Five Oceans Advisors
California
$249K
EP
1364
Edgestream Partners
New Jersey
$248K
WA
1365
Wealth Architects
California
$247K
RFP
1366
Root Financial Partners
California
$246K
IPA
1367
Investment Planning Advisors
Georgia
$244K
PFA
1368
Presper Financial Architects
Ohio
$244K
LA
1369
LexAurum Advisors
Kansas
$244K
WCM
1370
Wallace Capital Management
Texas
$244K
CPA
1371
Capital Performance Advisors
California
$244K
ML
1372
McAdam LLC
Pennsylvania
$244K
FCG
1373
Fielder Capital Group
Tennessee
$243K
GC
1374
Guidance Capital
Kentucky
$243K
II
1375
Impact Investors
California
$242K