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Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 654

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1651
True Wealth Design
Ohio
$63.3K
RF
1652
Roxbury Financial
New Jersey
$60.4K
BIA
1653
Bell Investment Advisors
California
$60K
IFS
1654
Intelligent Financial Strategies
Minnesota
$60K
CTA
1655
Colonial Trust Advisors
South Carolina
$58.6K
WF
1656
Wayfinding Financial
Washington
$58K
GCM
1657
GKV Capital Management
California
$56.6K
CFD
1658
Creative Financial Designs
Indiana
$55.8K
HCP
1659
Hexagon Capital Partners
Arkansas
$55.8K
CTWM
1660
Cherry Tree Wealth Management
Minnesota
$55.5K
GFM
1661
GF Fund Management
China
$54.6K
PMFA
1662
Plante Moran Financial Advisors
Michigan
$54.1K
NC
1663
NewSquare Capital
Pennsylvania
$53.8K
AWM
1664
Accredited Wealth Management
Kentucky
$53.2K
BCMLT
1665
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.2K
RWM
1666
Rialto Wealth Management
New York
$51.5K
EFMH
1667
E Fund Management (HK)
Hong Kong
$51K
SWA
1668
SOA Wealth Advisors
New York
$51K
BAM
1669
Byrne Asset Management
New Jersey
$50.9K
KB
1670
Kimelman & Baird
New York
$49.5K
MIFH
1671
Migdal Insurance & Financial Holdings
Israel
$48K
JWA
1672
JFS Wealth Advisors
Pennsylvania
$47.3K
DF
1673
DecisionPoint Financial
Arizona
$45.3K
TTIC
1674
Tower Trust & Investment Company
Iowa
$43.9K
GG
1675
Gleason Group
Kentucky
$43.6K