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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 %
MAM
1601
McLean Asset Management
Virginia
$213K +$6.44K +25 +3%
VAG
1602
VisionPoint Advisory Group
Texas
$212K +$212K +796 New
NA
1603
Nordwand Advisors
Pennsylvania
$212K +$212K +793 New
ZBNA
1604
Zions Bancorporation, National Association
Utah
$211K +$26.7K +100 +14%
AI
1605
Ariel Investments
Illinois
$209K -$11.5K -43 -5%
CRWM
1606
Castle Rock Wealth Management
California
$209K -$179K -728 -46%
CNC
1607
Citizens & Northern Corp
Pennsylvania
$209K +$3.74K +14 +2%
IFO
1608
Independent Family Office
New York
$208K – – –
QC
1609
Quent Capital
New York
$207K +$55.3K +207 +36%
BFIM
1610
Beese Fulmer Investment Management
Ohio
$207K +$207K +776 New
RFA
1611
ROI Financial Advisors
Oregon
$207K +$207K +775 New
AWM
1612
Accurate Wealth Management
Florida
$207K -$2.42M -9,705 -92%
BB
1613
Burford Brothers
Texas
$206K -$1.34M -5,005 -87%
ACM
1614
AlphaStar Capital Management
North Carolina
$203K +$203K +762 New
MWA
1615
Motive Wealth Advisors
Michigan
$203K +$6.67K +25 +3%
BFF
1616
Byrne Financial Freedom
Massachusetts
$203K -$12K -45 -6%
PTP
1617
Platform Technology Partners
New York
$202K – – –
BWM
1618
BCS Wealth Management
Tennessee
$202K +$202K +757 New
SC
1619
Sapient Capital
Indiana
$201K -$2.67K -10 -1%
AIP
1620
ARS Investment Partners
New York
$201K +$201K +753 New
RSWA
1621
Robinson Smith Wealth Advisors
Maine
$201K -$5.07K -19 -2%
AHC
1622
Adell Harriman & Carpenter
Texas
$201K -$12.5K -47 -6%
CAAS
1623
Capital Asset Advisory Services
Michigan
$201K +$201K +759 New
PA
1624
Procyon Advisors
Connecticut
$200K -$1.33M -4,983 -87%
CSPIA
1625
Cary Street Partners Investment Advisory
Virginia
$195K +$29.1K +109 +18%
63 64
65
66 67