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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
PAS
1451
Parsonex Advisory Services
Colorado
$235K +$19.4K +86 +9%
BCM
1452
Becker Capital Management
Oregon
$234K +$1.13K +5 +0.5%
WWC
1453
Waypoint Wealth Counsel
Georgia
$233K +$231K +1,025 New
AA
1454
Advisory Alpha
Michigan
$233K -$13.6K -60 -6%
BF
1455
Brogan Financial
Tennessee
$232K -$71.6K -317 -24%
Betterment LLC
1456
Betterment LLC
New York
$232K +$5.65K +25 +3%
JTWM
1457
Jackson Thornton Wealth Management
Alabama
$232K +$247K +1,092 New
JCM
1458
Jacobsen Capital Management
Utah
$231K +$12.9K +57 +6%
SCM
1459
Sterneck Capital Management
Missouri
$231K -$2.94K -13 -1%
SNB
1460
Security National Bank
Nebraska
$231K
DE
1461
DV Equities
Illinois
$231K +$229K +1,013 New
APP
1462
Avantax Planning Partners
Iowa
$230K -$4.97K -22 -2%
EWM
1463
Evolution Wealth Management
Florida
$230K +$226K +1,000 +8,333%
CCA
1464
Catalyst Capital Advisors
New York
$230K -$65.9K -292 -22%
MA
1465
MONECO Advisors
Connecticut
$230K +$5.42K +24 +2%
LSPW
1466
Lake Street Private Wealth
Illinois
$229K +$8.36K +37 +4%
WRPWM
1467
Werba Rubin Papier Wealth Management
California
$229K +$22.8K +101 +11%
GRWP
1468
Green Ridge Wealth Planning
New Jersey
$228K +$226K +1,002 New
Cohen & Steers
1469
Cohen & Steers
New York
$228K
ONST
1470
Old North State Trust
North Carolina
$228K
HPC
1471
HM Payson & Co
Maine
$228K +$4.52K +20 +2%
PBC
1472
Pavion Blue Capital
California
$228K -$32.7K -145 -13%
PFM
1473
Patton Fund Management
Texas
$228K -$452 -2 -0.2%
AGP
1474
Autumn Glory Partners
Texas
$228K
GHA
1475
GW Henssler & Associates
Georgia
$228K