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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
NCM
1426
NCM Capital Management
New Jersey
$253K +$60.7K +269 +32%
IFO
1427
Independent Family Office
New York
$253K +$250K +1,109 New
FCG
1428
Fielder Capital Group
Tennessee
$253K +$28.7K +127 +13%
VCA
1429
Verdence Capital Advisors
Maryland
$252K +$10.8K +48 +5%
TCBWMS
1430
Texas Capital Bank Wealth Management Services
Texas
$250K +$248K +1,099 New
AI
1431
Ariel Investments
Illinois
$249K -$1.35K -6 -0.5%
ML
1432
McAdam LLC
Pennsylvania
$248K -$9.26K -41 -4%
HCM
1433
Hollencrest Capital Management
California
$248K
CWM
1434
Chesapeake Wealth Management
Virginia
$247K +$1.58K +7 +0.6%
NSIM
1435
North Star Investment Management
Illinois
$247K +$10.2K +45 +4%
RWP
1436
Revolve Wealth Partners
New Jersey
$247K -$7.9K -35 -3%
ISL
1437
Ingalls & Snyder LLC
New York
$244K
HA
1438
Hofer & Associates
California
$244K +$242K +1,070 New
SYBT
1439
Stock Yards Bank & Trust
Kentucky
$242K -$7.9K -35 -3%
CFO
1440
CVA Family Office
Colorado
$242K +$21K +93 +10%
KA
1441
Kovack Advisors
Florida
$242K +$240K +1,062 New
PA
1442
PharVision Advisers
Florida
$242K -$58K -257 -19%
CRWM
1443
Castle Rock Wealth Management
California
$240K +$29.4K +130 +12%
TW
1444
Titan Wealth
$239K +$237K +1,050 New
TWP
1445
Triad Wealth Partners
Kansas
$239K +$22.6K +100 +11%
WA
1446
Winter & Associates
Minnesota
$239K +$237K +1,048 New
PVI
1447
Pine Valley Investments
New Jersey
$237K -$452 -2 -0.2%
ST
1448
Sageworth Trust
Pennsylvania
$236K -$39.7K -176 -15%
BFO
1449
Boston Family Office
Massachusetts
$236K
HDIM
1450
Hanson & Doremus Investment Management
Vermont
$235K -$3.39K -15 -1%