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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
AP
1701
Atwood & Palmer
Missouri
$17.1K
DIP
1702
DT Investment Partners
Pennsylvania
$17.1K
CFG
1703
Clayton Financial Group
Missouri
$16.9K +$12.6K +56 +311%
PCFFS
1704
Pacific Center for Financial Services
California
$16.8K
LAM
1705
Lummis Asset Management
Texas
$16.6K
CYG
1706
Clean Yield Group
Vermont
$16.4K
PP
1707
Pacifica Partners
Canada
$16.3K +$2.48K +11 +17%
LAS
1708
Lloyd Advisory Services
Georgia
$16.2K +$16K +71 New
FC
1709
Financial Consulate
Maryland
$15.9K +$10.4K +46 +192%
CTWM
1710
Cherry Tree Wealth Management
Minnesota
$15K -$4.97K -22 -25%
AG
1711
AmeriFlex Group
Nevada
$14.6K -$14K -62 -49%
OA
1712
Operose Advisors
Wisconsin
$14.3K
IWM
1713
IMG Wealth Management
Florida
$14.1K +$1.35K +6 +11%
CWA
1714
Carolina Wealth Advisors
South Carolina
$13.9K
QA
1715
Quattro Advisors
Pennsylvania
$13.7K +$13.6K +60 New
PK
1716
Pflug Koory
Nebraska
$13.7K
IW
1717
Imprint Wealth
South Carolina
$13.7K +$452 +2 +3%
SPF
1718
South Plains Financial
Texas
$13.7K +$13.6K +60 New
HFS
1719
Hughes Financial Services
Virginia
$13.4K +$2.26K +10 +20%
CFM
1720
Cornerstone Financial Management
Massachusetts
$13.4K +$13.3K +59 New
OSNBOA
1721
Old Second National Bank of Aurora
Illinois
$13.2K
AA
1722
Addison Advisors
Vermont
$13.2K +$1.35K +6 +12%
DF
1723
Dunhill Financial
United Kingdom
$13.1K +$1.13K +5 +9%
LWMI
1724
Legacy Wealth Management (Idaho)
Idaho
$13K +$12.9K +57 New
Q1WB
1725
Quest 10 Wealth Builders
Virginia
$12.8K