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Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+52
Holders Change %
+2.85%
% of All Funds
25.16%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
117
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.36B
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.93B
4
Capital International Investors
Capital International Investors
California
$2.04B
5
Capital World Investors
Capital World Investors
California
$2.59B

Top Sellers

1
BlackRock
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
DZ Bank
Germany
$142M
5
Principal Financial Group
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
1376
Warren Street Wealth Advisors
California
$362K +$36.6K +137 +11%
EDRH
1377
Edmond de Rothschild Holding
Switzerland
$361K +$128K +480 +55%
IA
1378
IFG Advisory
Georgia
$360K +$39.5K +148 +12%
PCM
1379
Prelude Capital Management
New York
$358K -$61.4K -230 -15%
MCWA
1380
Meadow Creek Wealth Advisors
Georgia
$357K -$45.1K -169 -11%
FFWA
1381
Forthright Family Wealth Advisory
Texas
$357K -$3.2K -12 -0.9%
OF
1382
Optimize Financial
California
$357K -$2.14K -8 -0.6%
EW
1383
Evoke Wealth
California
$357K +$3.74K +14 +1%
DBRC
1384
D.B. Root & Company
Pennsylvania
$356K +$7.74K +29 +2%
4WM
1385
49 Wealth Management
Texas
$356K -$16.6K -62 -4%
BC
1386
Bayforest Capital
United Kingdom
$354K -$152K -569 -30%
WW
1387
Waterfront Wealth
Kansas
$354K -$2.67K -10 -0.7%
BCM
1388
Brookstone Capital Management
Illinois
$353K +$22.2K +83 +7%
BI
1389
Bradyco Inc
Massachusetts
$352K – – –
VEA
1390
Virtus ETF Advisers
New York
$351K +$351K +1,315 New
FOA
1391
Five Oceans Advisors
California
$350K +$3.2K +12 +0.9%
NFSG
1392
Newbridge Financial Services Group
Florida
$349K +$34.9K +131 +11%
MTC
1393
Matrix Trust Company
Colorado
$349K +$128K +480 +58%
BFM
1394
Boothbay Fund Management
New York
$349K -$972K -3,641 -74%
SFO
1395
Stenger Family Office
Illinois
$347K +$347K +1,436 New
SCA
1396
Sandy Cove Advisors
Massachusetts
$347K +$7.74K +29 +2%
TP
1397
Tranquility Partners
Tennessee
$347K – – –
FWIA
1398
Fort Washington Investment Advisors
Ohio
$347K – – –
CMBA
1399
C.M. Bidwell & Associates
Hawaii
$345K -$16.3K -61 -5%
WI
1400
WBI Investments
New Jersey
$345K -$1.14M -4,255 -77%
54 55
56
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