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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 %
WA
1501
Wealthstream Advisors
New York
$243K +$243K +858 New
OWP
1502
Obermeyer Wealth Partners
Colorado
$242K +$242K +856 New
TFA
1503
Tobias Financial Advisors
Florida
$242K
FFM
1504
Fullerton Fund Management
Singapore
$241K -$629K -2,224 -72%
Cohen & Steers
1505
Cohen & Steers
New York
$241K +$241K +850 New
BWM
1506
Baron Wealth Management
Michigan
$239K +$239K +844 New
OWA
1507
Opal Wealth Advisors
New York
$239K +$239K +844 New
AWA
1508
AGH Wealth Advisors
Kansas
$239K -$4.53K -16 -2%
NCM
1509
NCM Capital Management
New Jersey
$238K
MBT
1510
Montecito Bank & Trust
California
$236K +$236K +835 New
TFF
1511
The Family Firm
Maryland
$236K +$236K +834 New
CWM
1512
Cornerstone Wealth Management
Missouri
$235K -$5.94K -21 -2%
AI
1513
Ariel Investments
Illinois
$234K +$234K +828 New
MTC
1514
Matrix Trust Company
Colorado
$234K +$62.6K +221 +37%
ACG
1515
Allen Capital Group
Nebraska
$234K +$234K +826 New
SCA
1516
Stillwater Capital Advisors
Pennsylvania
$234K +$234K +826 New
PGFC
1517
Peapack-Gladstone Financial Corp
New Jersey
$233K +$233K +824 New
WAM
1518
Weatherly Asset Management
California
$233K -$14.2K -50 -6%
WG
1519
Winton Group
United Kingdom
$232K -$63.1K -223 -21%
FFC
1520
Frederick Financial Consultants
Maryland
$232K +$232K +818 New
IFA
1521
Index Fund Advisors
California
$232K +$232K +818 New
MM
1522
MQS Management
New York
$232K +$232K +818 New
CCG
1523
Cypress Capital Group
Florida
$231K +$231K +817 New
FCFC
1524
First Commonwealth Financial Corp
Pennsylvania
$231K -$30K -106 -11%
MGWM
1525
Marks Group Wealth Management
Minnesota
$230K -$9.34K -33 -4%