PGR icon

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
HH
1801
Hilltop Holdings
Texas
BWP
1802
Baldwin Wealth Partners
Massachusetts
SWM
1803
Shelton Wealth Management
Texas
CP
1804
Covenant Partners
Tennessee
SFWC
1805
Strategic Family Wealth Counselors
New Jersey
MTC
1806
Matrix Trust Company
Colorado
YC
1807
Yarbrough Capital
Tennessee
KIM
1808
Kane Investment Management
California
CP
1809
Clarendon Private
Massachusetts
UHC
1810
Union Heritage Capital
Michigan
FCM
1811
FJ Capital Management
Virginia
CG
1812
Cynosure Group
Utah
FM
1813
Freemont Management
Switzerland
SAM
1814
Silvercrest Asset Management
New York
Twin Tree Management
1815
Twin Tree Management
Texas
CAG
1816
Csenge Advisory Group
Florida
SHFP
1817
Second Half Financial Partners
Florida
OF
1818
Optimize Financial
California
AWM
1819
Axxcess Wealth Management
California
OCBCO
1820
Oversea-Chinese Banking Corp (OCBC)
Singapore
AA
1821
ALPS Advisors
Colorado
SSWM
1822
Sheets Smith Wealth Management
North Carolina
CWM
1823
Calamos Wealth Management
Illinois
FA
1824
Fiduciary Alliance
South Carolina
GCM
1825
Genus Capital Management
British Columbia, Canada