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Progressive

1,826 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: 1,7981,826 (+28)

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
1,826
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
22.22%
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
CA
1601
Centerpoint Advisors
Massachusetts
$71K
FRA
1602
Front Row Advisors
California
$69.9K
MO
1603
McMillan Office
Michigan
$69.5K +$68.9K +305 New
CBT
1604
Crews Bank & Trust
Florida
$69K
BFPW
1605
BOK Financial Private Wealth
Colorado
$68.3K
CWP
1606
Clark Wealth Partners
Illinois
$68.1K
BIA
1607
Bell Investment Advisors
California
$63.3K +$15.6K +69 +33%
AFC
1608
Ares Financial Consulting
California
$63.1K +$62.6K +277 New
GEA
1609
Glen Eagle Advisors
New Jersey
$61.5K -$2.71K -12 -4%
RBC
1610
Roble Belko & Company
Pennsylvania
$60K +$59.8K +265 New
VC
1611
Vestor Capital
Illinois
$60K +$1.21M +5,373 +2,043%
JWA
1612
JFS Wealth Advisors
Pennsylvania
$59.9K +$22.1K +98 +59%
WIM
1613
Westside Investment Management
California
$59K +$3.84K +17 +7%
CPG
1614
Cornerstone Planning Group
New Jersey
$57.7K -$209K -927 -77%
WA
1615
Westfuller Advisors
New York
$56K -$1.81K -8 -3%
BWAM
1616
Boyd Watterson Asset Management
Ohio
$53.3K
CVM
1617
Cheviot Value Management
California
$53.2K -$37K -164 -40%
KAS
1618
Kemnay Advisory Services
New York
$53.1K +$52.6K +233 New
CTA
1619
Colonial Trust Advisors
South Carolina
$52.8K
UOTTAIMCU
1620
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$52.6K +$52.2K +231 New
TFM
1621
TFC Financial Management
Massachusetts
$52.2K
PWAM
1622
Private Wealth Asset Management
Iowa
$49.9K
SWM
1623
SHP Wealth Management
Massachusetts
$49.8K +$49.5K +219 New
MPW
1624
MASECO Private Wealth
$49.5K +$49K +217 New
RF
1625
Roxbury Financial
New Jersey
$48.8K