PGR icon

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 %
AFP
1476
Ausdal Financial Partners
Iowa
$286K +$6.94K +26 +2%
ISL
1477
Ingalls & Snyder LLC
New York
$286K – – –
BCM
1478
Becker Capital Management
Oregon
$286K – – –
AFT
1479
Alpha Family Trust
California
$286K – – –
YP
1480
YANKCOM Partnership
South Dakota
$284K +$90.7K +340 +47%
WA
1481
Wealthstream Advisors
New York
$283K +$54.5K +204 +24%
LA
1482
LVW Advisors
New York
$283K +$20.3K +76 +8%
AA
1483
Auxano Advisors
Washington
$283K +$267 +1 +0.1%
CFO
1484
CVA Family Office
Colorado
$281K +$11.2K +42 +4%
GSWA
1485
Good Steward Wealth Advisors
Tennessee
$280K -$258K -966 -48%
LFG
1486
Larson Financial Group
Missouri
$280K +$101K +379 +57%
VCA
1487
Verdence Capital Advisors
Maryland
$279K -$40.3K -151 -13%
FNC
1488
First National Corp
Massachusetts
$278K -$6.67K -25 -2%
NSIM
1489
North Star Investment Management
Illinois
$278K +$29.6K +111 +12%
RSWM
1490
Robertson Stephens Wealth Management
California
$275K -$78.2K -293 -22%
SCM
1491
Sterneck Capital Management
Missouri
$274K – – –
MWP
1492
Meriwether Wealth & Planning
Louisiana
$274K +$77.4K +290 +39%
MA
1493
MONECO Advisors
Connecticut
$273K -$32.3K -121 -11%
TTWM
1494
TCV Trust & Wealth Management
Virginia
$271K +$26.4K +99 +11%
CIP
1495
Convergence Investment Partners
Florida
$271K -$26.4K -99 -9%
OWP
1496
Obermeyer Wealth Partners
Colorado
$270K +$41.9K +157 +18%
TNA
1497
True North Advisors
Texas
$270K -$11.2K -42 -4%
CWG
1498
Cornerstone Wealth Group
North Carolina
$268K +$6.14K +23 +2%
GWSG
1499
GPS Wealth Strategies Group
Colorado
$267K -$1.6K -6 -0.6%
SWA
1500
Sax Wealth Advisors
New Jersey
$267K +$267K +1,002 New
58 59
60
61 62