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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
MSWM
1451
Mowery & Schoenfeld Wealth Management
Illinois
$267K
AHL
1452
Abel Hall LLC
Louisiana
$266K
HCM
1453
Hollencrest Capital Management
California
$266K
SS
1454
SBI Securities
Japan
$265K
FCH
1455
Freestone Capital Holdings
Washington
$264K
HTWM
1456
Hartmann Taylor Wealth Management
Texas
$264K
JCM
1457
Jacobsen Capital Management
Utah
$264K
EFA
1458
Evernest Financial Advisors
Indiana
$264K
PBO
1459
Peoples Bank (Ohio)
Ohio
$263K
OPWM
1460
Oregon Pacific Wealth Management
Oregon
$263K
RT
1461
Rockland Trust
Massachusetts
$263K
NSIM
1462
North Star Investment Management
Illinois
$263K
HDIM
1463
Hanson & Doremus Investment Management
Vermont
$261K
TTWM
1464
TCV Trust & Wealth Management
Virginia
$260K
BF
1465
Brogan Financial
Tennessee
$258K
NI
1466
Natural Investments
California
$258K
AFAS
1467
Acorn Financial Advisory Services
Virginia
$258K
AWS
1468
Arkfeld Wealth Strategies
Nebraska
$256K
IDA
1469
Intelligence Driven Advisers
California
$256K
HWM
1470
Hemington Wealth Management
Virginia
$256K
SS
1471
Sunbelt Securities
Texas
$256K
ASG
1472
Ariston Services Group
California
$256K
OWA
1473
Outlook Wealth Advisors
Texas
$255K
AWE
1474
Avidian Wealth Enterprises
Texas
$255K
BDF
1475
Black Diamond Financial
Maryland
$255K