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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
CIAS
1676
CBIZ Investment Advisory Services
Ohio
$40.6K
VWA
1677
Valued Wealth Advisors
Utah
$39.4K
ACM
1678
Accent Capital Management
Ohio
$39.1K
GWSA
1679
Global Wealth Strategies & Associates
Colorado
$39K
SSB
1680
Sandy Spring Bank
Maryland
$38.8K
PPA
1681
Painted Porch Advisors
California
$38.8K
DPW
1682
DiNuzzo Private Wealth
Pennsylvania
$38.7K
AF
1683
Atala Financial
California
$38.2K
OAJ
1684
Ogorek Anthony Joseph
New York
$37K
AWM
1685
Activest Wealth Management
Florida
$36.5K
AP
1686
Aspect Partners
Virginia
$35.9K
IBOK
1687
Independence Bank of Kentucky
Kentucky
$35.4K
RA
1688
Ransom Advisory
Rhode Island
$35.4K
S
1689
Sachetta
Massachusetts
$33.1K
AEPWM
1690
Atlantic Edge Private Wealth Management
Florida
$32.8K
TCM
1691
Tradewinds Capital Management
Washington
$32.5K
JFA
1692
JNBA Financial Advisors
Minnesota
$32.5K
GC
1693
Garde Capital
Washington
$32.5K
HIMS
1694
Hager Investment Management Services
New Hampshire
$32.5K
MHR
1695
Matthew Hamilton Rosenberg
$32.3K
LB
1696
Legacy Bridge
Iowa
$31.4K
WB
1697
Webster Bank
Connecticut
$30.8K
WPA
1698
West Paces Advisors
Georgia
$30.3K
AWM
1699
Abound Wealth Management
Tennessee
$29.1K
OP
1700
ORG Partners
Indiana
$28.7K