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Progressive

1,745 hedge funds and large institutions have $105B invested in Progressive in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 694 increasing their positions, 684 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $116B → $105B (-$11.2B)

19% less first-time investments, than exits

New positions opened: 161 | Existing positions closed: 198

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

Holders
1,745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$377M
Puts
$249M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
1701
Capital & Planning LLC
Georgia
$3.17K
PWA
1702
Portus Wealth Advisors
North Carolina
$3.17K
CT
1703
Caldwell Trust
Florida
$2.97K
UFPG
1704
United Financial Planning Group
New York
$2.97K
QWM
1705
Quaker Wealth Management
New Jersey
$2.78K
BIM
1706
Breakwater Investment Management
Washington
$2.38K
SVCP
1707
Silicon Valley Capital Partners
California
$2.38K
BA
1708
Bard Associates
Illinois
$2.21K
BC
1709
Barrett & Company
Rhode Island
$2.18K
SWIM
1710
Smallwood Wealth Investment Management
New Jersey
$2.18K
CMP
1711
Coston McIsaac & Partners
Maine
$2K
FNWA
1712
Financial Network Wealth Advisors
Utah
$1.99K
GIM
1713
Gold Investment Management
Alberta, Canada
$1.98K
IRC
1714
Investors Research Corp
Georgia
$1.98K
BLC
1715
Brown, Lisle/Cummings
Rhode Island
$1.78K
SN
1716
Sittner & Nelson
Oregon
$1.59K
IWS
1717
Intentional Wealth Strategies
Colorado
$1.59K
1IA
1718
1620 Investment Advisors
Massachusetts
$1.39K
HIA
1719
HFM Investment Advisors
New Jersey
$1.39K
CIAM
1720
Caitong International Asset Management
Hong Kong
$1.39K
BW
1721
Basepoint Wealth
Iowa
$1.29K
IAS
1722
IMA Advisory Services
Colorado
$1.19K
PWA
1723
Provenance Wealth Advisors
Florida
$1.19K
MCA
1724
McGuire Capital Advisors
Oklahoma
$1.19K
PJC
1725
Phillip James Consulting
Minnesota
$1K