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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
BRWM
1501
Blue Rock Wealth Management
North Carolina
$215K -$90.3K -400 -30%
CTI
1502
Community Trust & Investment
Kentucky
$215K -$4.29K -19 -2%
SP
1503
Stonebrook Private
Michigan
$215K -$26.4K -117 -11%
ESBC
1504
E.S. Barr & Co
Kentucky
$214K +$9.26K +41 +5%
FIA
1505
Foundations Investment Advisors
Arizona
$214K -$102K -452 -32%
JAG
1506
Journey Advisory Group
Kentucky
$213K
BWM
1507
BCS Wealth Management
Tennessee
$212K +$210K +932 New
OWA
1508
Outlook Wealth Advisors
Texas
$211K +$4.52K +20 +2%
CNC
1509
Citizens & Northern Corp
Pennsylvania
$211K +$15.1K +67 +8%
KV
1510
Kickstand Ventures
New York
$210K
AWA
1511
AGH Wealth Advisors
Kansas
$210K +$208K +921 New
HAS
1512
HBW Advisory Services
California
$210K -$4.07K -18 -2%
FSA
1513
Franklin Street Advisors
North Carolina
$208K
DF
1514
Define Financial
California
$207K +$226 +1 +0.1%
EA
1515
Enclave Advisors
Texas
$206K -$17.2K -76 -8%
EFG
1516
Embree Financial Group
Illinois
$206K +$204K +904 New
KWA
1517
Kingswood Wealth Advisors
California
$206K -$112K -496 -35%
WSWA
1518
Warren Street Wealth Advisors
California
$206K -$95.3K -422 -32%
AP
1519
Americana Partners
Texas
$205K -$105K -464 -34%
BDF
1520
Black Diamond Financial
Maryland
$205K
MCM
1521
Monarch Capital Management
Indiana
$205K +$203K +900 New
MSWM
1522
Mowery & Schoenfeld Wealth Management
Illinois
$205K -$7K -31 -3%
RW
1523
Rockport Wealth
Ohio
$204K
LT
1524
Legacy Trust
Michigan
$203K +$202K +893 New
TPWA
1525
TRUE Private Wealth Advisors
Oregon
$203K +$201K +892 New