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

Top Sellers

1
BlackRock
1
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
4
DZ Bank
Germany
$142M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
1451
Albion Financial Group
Utah
$303K – – –
GA
1452
Goldstein Advisors
Wisconsin
$302K -$7.21K -27 -2%
PWP
1453
Perfromance Wealth Partners
Illinois
$301K -$1.07K -4 -0.4%
ST
1454
Sentinel Trust
Texas
$300K +$801 +3 +0.3%
MYIA
1455
Mount Yale Investment Advisors
Colorado
$298K -$3.74K -14 -1%
SP
1456
Stonebrook Private
Michigan
$298K -$22.2K -83 -7%
RI
1457
Ridgewood Investments
New Jersey
$297K +$15.2K +57 +5%
JCM
1458
Jacobsen Capital Management
Utah
$297K +$48.3K +181 +19%
AWM
1459
Ameliora Wealth Management
Switzerland
$297K +$297K +1,113 New
BWM
1460
Baron Wealth Management
Michigan
$297K +$71.3K +267 +32%
NRG
1461
Nemes Rush Group
Michigan
$297K +$801 +3 +0.3%
CWM
1462
Challenger Wealth Management
California
$296K +$2.4K +9 +0.8%
SIA
1463
Soltis Investment Advisors
Utah
$295K +$295K +1,104 New
ANBT
1464
American National Bank & Trust
Texas
$295K -$534 -2 -0.2%
PWA
1465
Providence Wealth Advisors
Illinois
$292K – – –
TF
1466
Trek Financial
Arizona
$291K +$3.47K +13 +1%
MMPW
1467
Mitchell McLeod Pugh & Williams
Alabama
$291K – – –
LAM
1468
Longboard Asset Management
Arizona
$291K – – –
HCM
1469
Hollencrest Capital Management
California
$291K +$40K +150 +16%
PFM
1470
Premier Fund Managers
United Kingdom
$290K -$6.83M -25,900 -96%
FCH
1471
Freestone Capital Holdings
Washington
$289K +$39.5K +148 +16%
AA
1472
Advisory Alpha
Michigan
$288K +$25.9K +97 +10%
CWM
1473
Chesapeake Wealth Management
Virginia
$288K – – –
FCM
1474
Fieldview Capital Management
Michigan
$287K -$1.71M -6,416 -86%
FWP
1475
Falcon Wealth Planning
California
$287K -$8.27K -31 -3%
57 58
59
60 61