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Progressive
PGR

1,762 hedge funds and large institutions have $121B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 683 increasing their positions, 606 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 112

14% more call options, than puts

Call options by funds: $574M | Put options by funds: $504M

13% more repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 606

7% more funds holding

Funds holding: 1,654 → 1,762 (+108)

1.22% more ownership

Funds ownership: 84.81% → 86.02% (+1.2%)

4% less capital invested

Capital invested by funds: $126B → $121B (-$5.15B)

11% less funds holding in top 10

Funds holding in top 10: 79 → 70 (-9)

Holders
1,762
Holders Change
+108
Holders Change %
+6.53%
% of All Funds
23.21%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.92%
New
246
Increased
683
Reduced
606
Closed
112
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.18B
2
JP Morgan Chase
JP Morgan Chase
New York
+$569M
3
GQG Partners
GQG Partners
Florida
+$525M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$390M
5
UBS AM
UBS AM
Illinois
+$230M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$837M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$330M
3
Artisan Partners
Artisan Partners
Wisconsin
-$253M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$253M
5
SG Americas Securities
SG Americas Securities
New York
-$206M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1726
FWL Investment Management
Texas
$2.88K – – –
WW
1727
Winnow Wealth
Texas
$2.84K +$3.02K +12 New
BC
1728
Barrett & Company
Rhode Island
$2.64K +$2.77K +11 New
IHWM
1729
Iron Horse Wealth Management
Iowa
$2.49K – – –
GIM
1730
Gold Investment Management
Alberta, Canada
$2.4K – – –
JFG
1731
JDM Financial Group
Texas
$2.16K – – –
CIA
1732
Cape Investment Advisory
Georgia
$2.16K +$2.27K +9 New
CMP
1733
Coston McIsaac & Partners
Maine
$2K – – –
CI
1734
Clal Insurance
Israel
$2K +$2.52K +10 New
PWM
1735
Parkworth Wealth Management
California
$1.92K +$2.01K +8 New
SN
1736
Sittner & Nelson
Oregon
$1.92K +$2.01K +8 New
FWM
1737
FLP Wealth Management
Arkansas
$1.48K +$1.51K +6 New
BHWM
1738
Beaird Harris Wealth Management
Texas
$1.44K – – –
CWP
1739
Concord Wealth Partners
Virginia
$1.44K – – –
FDCP
1740
Foster Dykema Cabot & Partners
Massachusetts
$1.44K – – –
HFS
1741
Horizon Financial Services
North Carolina
$1.44K – – –
PWA
1742
Provenance Wealth Advisors
Florida
$1.44K – – –
WA
1743
WestEnd Advisors
North Carolina
$1.44K +$503 +2 +50%
BWL
1744
Bogart Wealth LLC
Virginia
$1.44K +$1.51K +6 New
CF
1745
Conquis Financial
California
$1.44K +$1.51K +6 New
BAM
1746
Bellevue Asset Management
Washington
$1.44K -$252 -1 -14%
LIS
1747
Legacy Investment Solutions
Idaho
$1.25K +$1.26K +5 New
LWMI
1748
Legacy Wealth Management (Idaho)
Idaho
$1.25K +$1.26K +5 New
RPA
1749
Redwood Park Advisors
California
$1.2K +$1.26K +5 New
CAM
1750
Creekmur Asset Management
Illinois
$1.2K – – –
68 69
70
71 72

PGR Hedge Fund Activity: Q4 2024 in Review

1,762 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2024, worth a combined $121B — down 4.1% from $126B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new PGR positions and 112 closed out — a net gain of 134 holders — while 683 added to existing stakes and 606 trimmed.

The largest buyer was BlackRock, adding an estimated $1.18B. The largest seller was Wellington Management Group, cutting an estimated $837M.

  • 1,762 institutional investors held Progressive (PGR) as of Q4 2024, up from 1,654 in Q3 2024.
  • Funds reported $121B of Progressive stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 246 funds opened new Progressive positions in Q4 2024 and 112 closed out, a net change of +134 holders.
  • The largest Progressive buyer in Q4 2024 was BlackRock, an estimated $1.18B added.
  • The largest Progressive seller in Q4 2024 was Wellington Management Group, an estimated $837M sold.

Based on aggregated 13F filings for Q4 2024.