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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
1351
Means Investment Company
Maine
$288K -$3.83K -16 -1%
IA
1352
IFG Advisory
Georgia
$286K +$286K +1,195 New
PWA
1353
Providence Wealth Advisors
Illinois
$286K – – –
G
1354
GenTrust
Florida
$286K +$53.2K +222 +23%
SCA
1355
Sandy Cove Advisors
Massachusetts
$284K -$8.39K -35 -3%
CPA
1356
Capital Performance Advisors
California
$283K +$34.3K +143 +14%
KFC
1357
Klingenstein Fields & Co
New York
$283K – – –
LWP
1358
LMG Wealth Partners
Louisiana
$281K – – –
WPC
1359
Waters Parkerson & Co
Louisiana
$280K -$176K -736 -39%
WA
1360
Wealth Architects
California
$279K -$2.88K -12 -1%
CWM
1361
CMH Wealth Management
New Hampshire
$278K +$278K +1,159 New
CT
1362
Colonial Trust
South Carolina
$275K +$25.4K +106 +10%
SP
1363
Stonebrook Private
Michigan
$275K +$19.2K +80 +7%
EL
1364
EWA LLC
Pennsylvania
$274K +$1.68K +7 +0.6%
PBC
1365
Pavion Blue Capital
California
$274K – – –
CBA
1366
Coastal Bridge Advisors
Connecticut
$274K -$14.4K -60 -5%
AFG
1367
Albion Financial Group
Utah
$272K +$13.7K +57 +5%
PWP
1368
Perfromance Wealth Partners
Illinois
$272K -$2.16K -9 -0.8%
GBT
1369
Grove Bank & Trust
Florida
$271K +$34.7K +145 +15%
WSWA
1370
Warren Street Wealth Advisors
California
$270K +$36.9K +154 +16%
ST
1371
Sentinel Trust
Texas
$269K – – –
RWP
1372
Revolve Wealth Partners
New Jersey
$269K +$269K +1,122 New
RMDI
1373
R.M. Davis Inc
Maine
$268K +$21.6K +90 +9%
FTUS
1374
Flow Traders U.S.
New York
$268K +$268K +1,119 New
CMBA
1375
C.M. Bidwell & Associates
Hawaii
$266K -$157K -657 -37%
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