PGR icon

Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1426
RBF Capital
California
$283K
MWM
1427
Mindset Wealth Management
Indiana
$283K
SNB
1428
Security National Bank
Nebraska
$283K
SMA
1429
Seven Mile Advisory
New Jersey
$282K
AP
1430
Americana Partners
Texas
$282K
ITFISA
1431
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$281K
BB
1432
Busey Bank
Illinois
$280K
LA
1433
LVW Advisors
New York
$279K
WA
1434
Wealth Alliance
New York
$278K
EA
1435
Enclave Advisors
Texas
$278K
BA
1436
Bristlecone Advisors
Washington
$278K
AA
1437
Advisory Alpha
Michigan
$278K
CWG
1438
Cornerstone Wealth Group
North Carolina
$278K
BOJHT
1439
Bank of Jackson Hole Trust
Wyoming
$277K
AFA
1440
AA Financial Advisors
Ohio
$276K
CTI
1441
Community Trust & Investment
Kentucky
$273K
AWM
1442
Aviso Wealth Management
Washington
$272K
Betterment LLC
1443
Betterment LLC
New York
$272K
KV
1444
Kickstand Ventures
New York
$271K
PA
1445
PharVision Advisers
Florida
$271K
CSWG
1446
Cardinal Strategic Wealth Guidance
Kentucky
$269K
KFA
1447
Kelleher Financial Advisors
New York
$269K
BPCE
1448
Bank Pictet & Cie (Europe)
Germany
$269K
AWA
1449
Alta Wealth Advisors
Massachusetts
$269K
WRPWM
1450
Werba Rubin Papier Wealth Management
California
$267K