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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
MIP
1376
Marietta Investment Partners
Wisconsin
$290K -$1.9M -8,406 -87%
SWM
1377
Seed Wealth Management
Illinois
$290K -$447K -1,980 -61%
DFA
1378
Delta Financial Advisors
Louisiana
$290K -$96K -425 -25%
SWA
1379
Sax Wealth Advisors
New Jersey
$289K +$17.8K +79 +7%
CWMS
1380
Cannon Wealth Management Services
North Carolina
$288K -$452 -2 -0.2%
FOA
1381
Five Oceans Advisors
California
$288K -$2.03K -9 -0.7%
WCA
1382
Westover Capital Advisors
Delaware
$288K
WA
1383
Wealth Architects
California
$287K +$15.6K +69 +6%
GA
1384
Goldstein Advisors
Wisconsin
$287K +$7.68K +34 +3%
SAI
1385
Systematic Alpha Investments
New Jersey
$286K
LPFG
1386
Landing Point Financial Group
Ohio
$286K +$284K +1,256 New
GC
1387
Guidance Capital
Kentucky
$283K +$309K +1,368 New
CCS
1388
Concentric Capital Strategies
Connecticut
$282K -$9.96M -44,112 -97%
WCM
1389
Wallace Capital Management
Texas
$280K
AP
1390
Anchyra Partners
Georgia
$279K +$276K +1,224 New
VFG
1391
Victory Financial Group
Texas
$277K +$275K +1,217 New
PFA
1392
Presper Financial Architects
Ohio
$276K +$5.19K +23 +2%
CWG
1393
Cornerstone Wealth Group
North Carolina
$275K +$62.6K +277 +30%
VM
1394
Venator Management
Pennsylvania
$273K +$271K +1,200 New
VCM
1395
Vivaldi Capital Management
Illinois
$272K +$452 +2 +0.2%
1SB
1396
1ST Source Bank
Indiana
$272K -$1.58K -7 -0.6%
OWA
1397
Octavia Wealth Advisors
Ohio
$271K -$34.8K -154 -11%
LJAC
1398
L.J. Altfest & Co
New York
$271K -$452 -2 -0.2%
SL
1399
Sentinus LLC
Illinois
$271K +$269K +1,190 New
WW
1400
Waterfront Wealth
Kansas
$270K -$28K -124 -9%