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Progressive

1,890 hedge funds and large institutions have $135B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 203 funds opening new positions, 780 increasing their positions, 653 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.05% more ownership

Funds ownership: 85.09%86.13% (+1%)

5% less capital invested

Capital invested by funds: $141B → $135B (-$6.48B)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$634M
Puts
$449M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1501
Sterneck Capital Management
Missouri
$274K
MWP
1502
Meriwether Wealth & Planning
Louisiana
$274K
HPC
1503
HM Payson & Co
Maine
$273K
MA
1504
MONECO Advisors
Connecticut
$273K
TTWM
1505
TCV Trust & Wealth Management
Virginia
$271K
CIP
1506
Convergence Investment Partners
Florida
$271K
OWP
1507
Obermeyer Wealth Partners
Colorado
$270K
TNA
1508
True North Advisors
Texas
$270K
CWG
1509
Cornerstone Wealth Group
North Carolina
$268K
GWSG
1510
GPS Wealth Strategies Group
Colorado
$267K
SWA
1511
Sax Wealth Advisors
New Jersey
$267K
TBWA
1512
Three Bridge Wealth Advisors
California
$267K
CCM
1513
Cinctive Capital Management
New York
$267K
GHA
1514
GW Henssler & Associates
Georgia
$267K
SNB
1515
Security National Bank
Nebraska
$267K
RC
1516
RBF Capital
California
$267K
AGP
1517
Autumn Glory Partners
Texas
$267K
AP
1518
Americana Partners
Texas
$267K
BTWM
1519
Baker Tilly Wealth Management
Wisconsin
$266K
Betterment LLC
1520
Betterment LLC
New York
$266K
BFA
1521
Brendel Financial Advisors
New Hampshire
$266K
ACG
1522
Allen Capital Group
Nebraska
$265K
FCG
1523
Fielder Capital Group
Tennessee
$265K
Koshinski Asset Management
1524
Koshinski Asset Management
Illinois
$264K
RFN
1525
RDA Financial Network
Iowa
$264K