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Progressive

1,806 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 662 increasing their positions, 711 reducing their positions, and 172 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 ownership

Funds ownership:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 711

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.99B)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

Holders
1,806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$589M
Puts
$506M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1501
Kingswood Wealth Advisors
California
$206K
WSWA
1502
Warren Street Wealth Advisors
California
$206K
AP
1503
Americana Partners
Texas
$205K
BDF
1504
Black Diamond Financial
Maryland
$205K
MCM
1505
Monarch Capital Management
Indiana
$205K
MSWM
1506
Mowery & Schoenfeld Wealth Management
Illinois
$205K
RW
1507
Rockport Wealth
Ohio
$204K
LT
1508
Legacy Trust
Michigan
$203K
TPWA
1509
TRUE Private Wealth Advisors
Oregon
$203K
FG
1510
Foster Group
Iowa
$203K
AIM
1511
Acropolis Investment Management
Missouri
$202K
CPA
1512
Cardiff Park Advisors
California
$202K
LWP
1513
LeClair Wealth Partners
Ohio
$201K
BWM
1514
Baron Wealth Management
Michigan
$201K
WA
1515
Wealth Alliance
New York
$201K
HCWM
1516
Hidden Cove Wealth Management
Washington
$201K
BIM
1517
Baldwin Investment Management
Pennsylvania
$201K
TCM
1518
Traynor Capital Management
Pennsylvania
$200K
CT
1519
Colonial Trust
South Carolina
$200K
QC
1520
Quent Capital
New York
$197K
DJSG
1521
D.J. St. Germain
Massachusetts
$183K
SS
1522
Sunbelt Securities
Texas
$182K
PB
1523
Pinnacle Bancorp
Nebraska
$181K
1M
1524
1248 Management
Missouri
$181K
CSPIA
1525
Cary Street Partners Investment Advisory
Virginia
$174K