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Progressive
PGR

Overview Fund Activity

1,876 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, 774 increasing their positions, 651 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+53
Holders Change %
+2.91%
% of All Funds
25.15%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
116
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$746M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$723M
4
Capital International Investors
Capital International Investors
California
+$595M
5
Capital World Investors
Capital World Investors
California
+$242M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$570M
4
DZ Bank
DZ Bank
Germany
-$520M
5
Principal Financial Group
Principal Financial Group
Iowa
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
1576
Maia Wealth
Colorado
$229K +$11.7K +44 +5%
AWA
1577
Amplius Wealth Advisors
Pennsylvania
$229K -$6.67K -25 -3%
TFA
1578
Tobias Financial Advisors
Florida
$228K – – –
Cohen & Steers
1579
Cohen & Steers
New York
$227K – – –
FFA
1580
Fi3 Financial Advisors
Indiana
$226K +$17.9K +67 +9%
CWS
1581
Cypress Wealth Services
California
$226K +$226K +846 New
NCM
1582
NCM Capital Management
New Jersey
$224K – – –
DFCM
1583
Dark Forest Capital Management
Puerto Rico
$224K +$224K +838 New
DAS
1584
Diversify Advisory Services
Utah
$223K +$2.68K +11 +1%
CSP
1585
Cary Street Partners
Virginia
$222K -$12.3K -46 -5%
QFA
1586
Quantum Financial Advisors
California
$222K +$5.87K +22 +3%
V
1587
VeraBank
Texas
$222K +$222K +831 New
CWM
1588
Cornerstone Wealth Management
Missouri
$222K – – –
TW
1589
Traveka Wealth
California
$221K -$9.88K -37 -4%
WAM
1590
Weatherly Asset Management
California
$220K – – –
CCM
1591
Chilton Capital Management
Texas
$220K +$74.2K +278 +51%
HI
1592
Humankind Investments
New York
$219K -$105K -393 -32%
FCFC
1593
First Commonwealth Financial Corp
Pennsylvania
$218K – – –
UFF
1594
USA Financial Formulas
Michigan
$216K +$37.6K +141 +21%
IIC
1595
Integrated Investment Consultants
Michigan
$216K +$216K +810 New
IC
1596
Inscription Capital
Texas
$216K -$163K -609 -43%
AF
1597
Advisornet Financial
Minnesota
$216K +$96.3K +361 +81%
USWIA
1598
UP Strategic Wealth Investment Advisors
Pennsylvania
$216K +$216K +808 New
PGFC
1599
Peapack-Gladstone Financial Corp
New Jersey
$215K -$5.35K -20 -2%
DJSG
1600
D.J. St. Germain
Massachusetts
$215K +$1.33K +5 +0.6%
62 63
64
65 66