PGR icon

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 %
MSWA
1801
Marshall & Sterling Wealth Advisors
New York
$10.4K +$534 +2 +5%
WCM
1802
WealthTrak Capital Management
Virginia
$9.34K – – –
WWM
1803
Wolff Wiese Magana
California
$9.34K – – –
DWM
1804
Dogwood Wealth Management
Kansas
$9.31K +$4.78K +19 +106%
HWA
1805
HHM Wealth Advisors
Tennessee
$9.07K – – –
FPF
1806
First Pacific Financial
Washington
$9.07K – – –
HFS
1807
Hughes Financial Services
Virginia
$8.91K -$1.73K -7 -16%
EWA
1808
EQ Wealth Advisors
Texas
$8.81K – – –
AA
1809
Addison Advisors
Vermont
$8.54K – – –
HI
1810
Hoey Investments
Pennsylvania
$8.54K – – –
BFS
1811
Bare Financial Services
Pennsylvania
$8.54K +$8.01K +30 +1,500%
TCM
1812
TruNorth Capital Management
Michigan
$8.01K -$16.8K -63 -68%
T
1813
Tidemark
California
$7.21K – – –
NC
1814
North Capital
Utah
$7.21K – – –
FMTCOCP
1815
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$3.5K -14 -33%
PWA
1816
Principia Wealth Advisory
Texas
$6.94K – – –
PS
1817
Pinney & Scofield
Massachusetts
$6.94K – – –
FGC
1818
Financial Gravity Companies
Texas
$6.94K +$6.94K +26 New
NL
1819
NVWM LLC
Pennsylvania
$6.67K +$267 +1 +4%
IHWM
1820
Iron Horse Wealth Management
Iowa
$6.41K – – –
BWL
1821
Bogart Wealth LLC
Virginia
$6.14K -$4K -15 -39%
SRCM
1822
Signature Resources Capital Management
California
$6.14K +$6.14K +23 New
M
1823
MOTCO
Texas
$6.05K -$726 -3 -11%
MEG
1824
Millstone Evans Group
Colorado
$5.6K – – –
BHWM
1825
Beaird Harris Wealth Management
Texas
$5.54K +$3.96K +15 +250%
71 72
73
74 75