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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
25.16%
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
$3.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.36B
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.93B
4
Capital International Investors
Capital International Investors
California
$2.04B
5
Capital World Investors
Capital World Investors
California
$2.59B

Top Sellers

1
BlackRock
BlackRock
New York
$12.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.1B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.11B
4
DZ Bank
DZ Bank
Germany
$142M
5
Principal Financial Group
Principal Financial Group
Iowa
$934M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1701
Physician Wealth Advisors
Utah
$67K +$5.34K +20 +9%
NC
1702
NewSquare Capital
Pennsylvania
$65.4K +$14.7K +55 +29%
SIC
1703
Salem Investment Counselors
North Carolina
$63.2K -$3.74K -14 -6%
BWAM
1704
Boyd Watterson Asset Management
Ohio
$62.4K -$17.3K -65 -22%
CAM
1705
Creekmur Asset Management
Illinois
$62K +$62K +232 New
SC
1706
Solstein Capital
California
$61.9K +$61.9K +232 New
TWD
1707
True Wealth Design
Ohio
$61.6K +$1.87K +7 +3%
TFM
1708
TFC Financial Management
Massachusetts
$61.1K – – –
ITFISA
1709
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$58.7K -$206K -773 -78%
RF
1710
Roxbury Financial
New Jersey
$57.2K – – –
IFS
1711
Intelligent Financial Strategies
Minnesota
$56.6K – – –
CTA
1712
Colonial Trust Advisors
South Carolina
$55.2K – – –
DWM
1713
Darwin Wealth Management
Florida
$54.5K -$39.5K -148 -42%
CFD
1714
Creative Financial Designs
Indiana
$52.8K +$267 +1 +0.5%
RWM
1715
Rialto Wealth Management
New York
$51.2K +$2.67K +10 +5%
AIM
1716
Access Investment Management
Georgia
$51K +$51K +191 New
CPG
1717
Cornerstone Planning Group
New Jersey
$50.5K -$9.96K -41 -16%
AWM
1718
Accredited Wealth Management
Kentucky
$50.2K – – –
CM
1719
Capula Management
Cayman Islands
$49.6K -$101K -380 -67%
CIAS
1720
CBIZ Investment Advisory Services
Ohio
$48.4K +$10.2K +38 +27%
BAM
1721
Byrne Asset Management
New Jersey
$48K – – –
BC
1722
Barrett & Company
Rhode Island
$47K +$44K +165 +1,500%
KB
1723
Kimelman & Baird
New York
$46.7K – – –
SIS
1724
Sound Income Strategies
Florida
$46.7K +$21.6K +81 +86%
BCMLT
1725
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.1K -$4K -15 -8%
67 68
69
70 71