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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+52
Holders Change %
+2.85%
% 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
117
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 %
MA
1651
Montag & Associates
Georgia
$137K +$9.87K +37 +8%
GSWM
1652
Golden State Wealth Management
California
$133K – – –
MCM
1653
MV Capital Management
Maryland
$132K -$2.4K -9 -2%
ECM
1654
Eisler Capital Management
United Kingdom
$132K +$17.6K +66 +15%
IUHSA
1655
Itau Unibanco Holding S.A.
Brazil
$131K -$16.5K -62 -11%
AAG
1656
Armstrong Advisory Group
Massachusetts
$130K – – –
PP
1657
PrairieView Partners
Minnesota
$128K – – –
CSB
1658
City State Bank
Iowa
$127K – – –
CIAM
1659
Caitong International Asset Management
Hong Kong
$118K +$118K +441 New
TPWA
1660
Twin Peaks Wealth Advisors
California
$115K +$115K +471 New
HT
1661
Headlands Technologies
Illinois
$114K +$114K +427 New
MWM
1662
Mascoma Wealth Management
New Hampshire
$113K – – –
UIA
1663
Ulland Investment Advisors
Minnesota
$113K – – –
SS
1664
Sunbelt Securities
Texas
$113K -$104K -434 -48%
QWM
1665
Quaker Wealth Management
New Jersey
$110K +$110K +412 New
FMII
1666
Farmers & Merchants Investments Inc
Nebraska
$109K – – –
SSG
1667
Summit Securities Group
New York
$105K +$105K +395 New
MPW
1668
MASECO Private Wealth
$105K +$105K +394 New
CVM
1669
Cheviot Value Management
California
$102K -$6.9K -28 -6%
VC
1670
Vestor Capital
Illinois
$102K +$69.1K +576 +210%
PWMG
1671
Prestige Wealth Management Group
New Jersey
$102K – – –
CCM
1672
Carderock Capital Management
Maryland
$100K +$100K +375 New
MAM
1673
Meeder Asset Management
Ohio
$99.3K +$13.9K +52 +16%
TCOT
1674
Trust Company of Toledo
Ohio
$98.5K +$98.5K +369 New
PWAM
1675
Private Wealth Asset Management
Iowa
$97.1K -$4K -15 -4%
65 66
67
68 69