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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
WA
1501
Wealthstream Advisors
New York
$243K
OWP
1502
Obermeyer Wealth Partners
Colorado
$242K
TFA
1503
Tobias Financial Advisors
Florida
$242K
FFM
1504
Fullerton Fund Management
Singapore
$241K
Cohen & Steers
1505
Cohen & Steers
New York
$241K
BWM
1506
Baron Wealth Management
Michigan
$239K
OWA
1507
Opal Wealth Advisors
New York
$239K
AWA
1508
AGH Wealth Advisors
Kansas
$239K
NCM
1509
NCM Capital Management
New Jersey
$238K
MBT
1510
Montecito Bank & Trust
California
$236K
TFF
1511
The Family Firm
Maryland
$236K
CWM
1512
Cornerstone Wealth Management
Missouri
$235K
AI
1513
Ariel Investments
Illinois
$234K
MTC
1514
Matrix Trust Company
Colorado
$234K
ACG
1515
Allen Capital Group
Nebraska
$234K
SCA
1516
Stillwater Capital Advisors
Pennsylvania
$234K
PGFC
1517
Peapack-Gladstone Financial Corp
New Jersey
$233K
WAM
1518
Weatherly Asset Management
California
$233K
WG
1519
Winton Group
United Kingdom
$232K
FFC
1520
Frederick Financial Consultants
Maryland
$232K
IFA
1521
Index Fund Advisors
California
$232K
MM
1522
MQS Management
New York
$232K
CCG
1523
Cypress Capital Group
Florida
$231K
FCFC
1524
First Commonwealth Financial Corp
Pennsylvania
$231K
MGWM
1525
Marks Group Wealth Management
Minnesota
$230K