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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, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+74
Holders Change %
+4.23%
% of All Funds
24.76%
Holding in Top 10
96
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+37.14%
% of All Funds
1.3%
New
231
Increased
718
Reduced
654
Closed
124
Calls
$502M
Puts
$465M
Net Calls
+$36.9M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
1451
Mowery & Schoenfeld Wealth Management
Illinois
$267K +$200K +706 +299%
AHL
1452
Abel Hall LLC
Louisiana
$266K +$266K +941 New
HCM
1453
Hollencrest Capital Management
California
$266K
SS
1454
SBI Securities
Japan
$265K +$4.25K +15 +2%
FCH
1455
Freestone Capital Holdings
Washington
$264K +$264K +934 New
HTWM
1456
Hartmann Taylor Wealth Management
Texas
$264K +$264K +934 New
JCM
1457
Jacobsen Capital Management
Utah
$264K +$17.3K +61 +7%
EFA
1458
Evernest Financial Advisors
Indiana
$264K -$38.8K -137 -13%
PBO
1459
Peoples Bank (Ohio)
Ohio
$263K -$48.7K -172 -16%
OPWM
1460
Oregon Pacific Wealth Management
Oregon
$263K -$20.4K -72 -7%
RT
1461
Rockland Trust
Massachusetts
$263K +$263K +930 New
NSIM
1462
North Star Investment Management
Illinois
$263K +$5.66K +20 +2%
HDIM
1463
Hanson & Doremus Investment Management
Vermont
$261K
TTWM
1464
TCV Trust & Wealth Management
Virginia
$260K
BF
1465
Brogan Financial
Tennessee
$258K +$3.96K +14 +2%
NI
1466
Natural Investments
California
$258K +$4.52K +16 +2%
AFAS
1467
Acorn Financial Advisory Services
Virginia
$258K
AWS
1468
Arkfeld Wealth Strategies
Nebraska
$256K -$8.11K -30 -3%
IDA
1469
Intelligence Driven Advisers
California
$256K +$5.09K +18 +2%
HWM
1470
Hemington Wealth Management
Virginia
$256K +$14.1K +50 +6%
SS
1471
Sunbelt Securities
Texas
$256K +$123K +434 +92%
ASG
1472
Ariston Services Group
California
$256K
OWA
1473
Outlook Wealth Advisors
Texas
$255K -$23.5K -83 -8%
AWE
1474
Avidian Wealth Enterprises
Texas
$255K +$255K +901 New
BDF
1475
Black Diamond Financial
Maryland
$255K +$7.08K +25 +3%