PGR icon

Progressive
PGR

Overview Fund Activity

1,643 hedge funds and large institutions have $124B invested in Progressive in 2024 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 641 increasing their positions, 568 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
+129
Holders Change %
+8.52%
% of All Funds
23.76%
Holding in Top 10
79
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.54%
% of All Funds
1.14%
New
223
Increased
641
Reduced
568
Closed
78
Calls
$723M
Puts
$609M
Net Calls
+$114M
Net Calls Change
-$6.75M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$783M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$634M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$426M
4
ECU
Egerton Capital (UK)
United Kingdom
+$325M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$227M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$634M
2
APG Asset Management
APG Asset Management
Netherlands
-$382M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$356M
4
Goldman Sachs
Goldman Sachs
New York
-$259M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
1351
Turtle Creek Wealth Advisors
Texas
$243K +$243K +957 New
LA
1352
LVW Advisors
New York
$242K +$242K +954 New
AA
1353
Auxano Advisors
Washington
$242K +$242K +954 New
ARC
1354
Advisor Resource Council
Texas
$242K +$242K +952 New
KFA
1355
Kelleher Financial Advisors
New York
$241K +$241K +950 New
CSWG
1356
Cardinal Strategic Wealth Guidance
Kentucky
$241K +$241K +950 New
NRC
1357
New Republic Capital
North Carolina
$241K +$241K +948 New
OWA
1358
Outlook Wealth Advisors
Texas
$240K +$240K +944 New
WRPWM
1359
Werba Rubin Papier Wealth Management
California
$239K +$239K +942 New
HCM
1360
Hollencrest Capital Management
California
$238K +$7.11K +28 +3%
TIA
1361
Trust Investment Advisors
Indiana
$238K +$238K +939 New
WA
1362
Wealth Alliance
New York
$237K -$26.9K -106 -10%
JCIA
1363
Jackson Creek Investment Advisors
Colorado
$237K -$55.4K -218 -19%
SMA
1364
Seven Mile Advisory
New Jersey
$237K +$237K +932 New
EFA
1365
Evernest Financial Advisors
Indiana
$237K +$237K +932 New
SGCA
1366
Steel Grove Capital Advisors
Tennessee
$236K +$236K +939 New
AP
1367
Americana Partners
Texas
$235K -$78.9K -311 -25%
DAS
1368
Diversify Advisory Services
Utah
$235K +$235K +948 New
PSP
1369
Principal Street Partners
Tennessee
$234K – – –
ZIM
1370
Zacks Investment Management
Illinois
$234K +$234K +920 New
FFA
1371
Fi3 Financial Advisors
Indiana
$233K +$233K +918 New
TTWM
1372
TCV Trust & Wealth Management
Virginia
$233K +$233K +918 New
CWG
1373
Cornerstone Wealth Group
North Carolina
$232K +$232K +916 New
CWS
1374
Confluence Wealth Services
Pennsylvania
$232K -$416K -1,641 -64%
OLVIG
1375
Oliver Lagore Vanvalin Investment Group
Michigan
$231K +$22.8K +90 +11%
53 54
55
56 57