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Progressive
PGR

Overview Fund Activity

1,873 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 773 increasing their positions, 649 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,873
Holders Change
+49
Holders Change %
+2.69%
% of All Funds
25.14%
Holding in Top 10
78
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.75%
% of All Funds
1.05%
New
200
Increased
773
Reduced
649
Closed
117
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.87B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.36B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.93B
4
Capital International Investors
4
Capital International Investors
California
$2.04B
5
Capital World Investors
5
Capital World Investors
California
$2.59B

Top Sellers

1
BlackRock
1
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
4
DZ Bank
Germany
$142M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1576
Cohen & Steers
New York
$227K – – –
FFA
1577
Fi3 Financial Advisors
Indiana
$226K +$17.9K +67 +9%
CWS
1578
Cypress Wealth Services
California
$226K +$226K +846 New
NCM
1579
NCM Capital Management
New Jersey
$224K – – –
DFCM
1580
Dark Forest Capital Management
Puerto Rico
$224K +$224K +838 New
DAS
1581
Diversify Advisory Services
Utah
$223K +$2.68K +11 +1%
CSP
1582
Cary Street Partners
Virginia
$222K -$12.3K -46 -5%
QFA
1583
Quantum Financial Advisors
California
$222K +$5.87K +22 +3%
V
1584
VeraBank
Texas
$222K +$222K +831 New
CWM
1585
Cornerstone Wealth Management
Missouri
$222K – – –
TW
1586
Traveka Wealth
California
$221K -$9.88K -37 -4%
WAM
1587
Weatherly Asset Management
California
$220K – – –
CCM
1588
Chilton Capital Management
Texas
$220K +$74.2K +278 +51%
HI
1589
Humankind Investments
New York
$219K -$105K -393 -32%
FCFC
1590
First Commonwealth Financial Corp
Pennsylvania
$218K – – –
UFF
1591
USA Financial Formulas
Michigan
$216K +$37.6K +141 +21%
IIC
1592
Integrated Investment Consultants
Michigan
$216K +$216K +810 New
IC
1593
Inscription Capital
Texas
$216K -$163K -609 -43%
AF
1594
Advisornet Financial
Minnesota
$216K +$96.3K +361 +81%
USWIA
1595
UP Strategic Wealth Investment Advisors
Pennsylvania
$216K +$216K +808 New
PGFC
1596
Peapack-Gladstone Financial Corp
New Jersey
$215K -$5.35K -20 -2%
DJSG
1597
D.J. St. Germain
Massachusetts
$215K +$1.33K +5 +0.6%
PBO
1598
Peoples Bank (Ohio)
Ohio
$215K -$33.9K -127 -14%
HWAM
1599
Hennion & Walsh Asset Management
New Jersey
$214K +$214K +801 New
MWP
1600
Madison Wealth Partners
Wisconsin
$213K – – –
62 63
64
65 66