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Progressive
PGR

Overview Fund Activity

1,748 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 605 reducing their positions, and 111 closing their positions.

Holders
1,748
Holders Change
+106
Holders Change %
+6.46%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
675
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
BlackRock
2
BlackRock
New York
$12.6B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.76B
4
GQG Partners
4
GQG Partners
Florida
$1.24B
5
Raymond James Financial
5
Raymond James Financial
Florida
$408M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.53B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$521M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$952M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
SG Americas Securities
5
SG Americas Securities
New York
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFM
1801
Catalyst Funds Management
Australia
– – -1,800 Closed
SW
1802
Simplicity Wealth
New Jersey
– – -1,783 Closed
HOWA
1803
Heritage Oak Wealth Advisors
Florida
– – -1,765 Closed
RWM
1804
Revisor Wealth Management
Ohio
– – -1,678 Closed
FFG
1805
Fiduciary Financial Group
California
– – -1,499 Closed
GLA
1806
Good Life Advisors
Pennsylvania
– – -1,466 Closed
RW
1807
REDW Wealth
New Mexico
– – -1,439 Closed
ACGA
1808
Atlanta Consulting Group Advisors
Georgia
– – -1,327 Closed
AWM
1809
Ariadne Wealth Management
California
– – -1,171 Closed
RT
1810
Rockland Trust
Massachusetts
– – -1,083 Closed
EIP
1811
Ellis Investment Partners
Pennsylvania
– – -1,074 Closed
TFF
1812
The Family Firm
Maryland
– – -1,071 Closed
PNC
1813
Park National Corp
Ohio
– – -1,030 Closed
BPWM
1814
Badgley Phelps Wealth Managers
Washington
– – -988 Closed
PI
1815
PFG Investments
New York
– – -962 Closed
TCWA
1816
Turtle Creek Wealth Advisors
Texas
– – -957 Closed
ARC
1817
Advisor Resource Council
Texas
– – -952 Closed
CWS
1818
Confluence Wealth Services
Pennsylvania
– – -914 Closed
ABC
1819
Associated Banc-Corp
Wisconsin
– – -879 Closed
SWM
1820
Sagace Wealth Management
Florida
– – -871 Closed
AI
1821
Ariel Investments
Illinois
– – -869 Closed
AIP
1822
ARS Investment Partners
New York
– – -858 Closed
SCA
1823
Stillwater Capital Advisors
Pennsylvania
– – -843 Closed
AWA
1824
Amplius Wealth Advisors
Pennsylvania
– – -834 Closed
MBT
1825
Montecito Bank & Trust
California
– – -819 Closed
71 72
73
74 75