PGR icon

Progressive

1,762 hedge funds and large institutions have $122B invested in Progressive in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 659 increasing their positions, 753 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 753

34% less funds holding in top 10

Funds holding in top 10: 7952 (-27)

40% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 193

Holders
1,762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$525M
Puts
$436M
Net Calls
Net Calls Change

Top Buyers

1 +$1.49B
2 +$733M
3 +$572M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$340M
5
BlackRock
BlackRock
New York
+$266M

Top Sellers

1 -$783M
2 -$647M
3 -$563M
4
UBS AM
UBS AM
Illinois
-$330M
5
Brown Advisory
Brown Advisory
Maryland
-$265M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1901
Amplius Wealth Advisors
Pennsylvania
V
1902
VeraBank
Texas
AWM
1903
Accurate Wealth Management
Florida
TW
1904
Traveka Wealth
California
MAM
1905
McLean Asset Management
Virginia
WAM
1906
Weatherly Asset Management
California
FCFC
1907
First Commonwealth Financial Corp
Pennsylvania
UFF
1908
USA Financial Formulas
Michigan
IIC
1909
Integrated Investment Consultants
Michigan
IC
1910
Inscription Capital
Texas
USWIA
1911
UP Strategic Wealth Investment Advisors
Pennsylvania
PGFC
1912
Peapack-Gladstone Financial Corp
New Jersey
PBO
1913
Peoples Bank (Ohio)
Ohio
MWP
1914
Madison Wealth Partners
Wisconsin
VAG
1915
VisionPoint Advisory Group
Texas
NA
1916
Nordwand Advisors
Pennsylvania
IFO
1917
Independent Family Office
New York
BFIM
1918
Beese Fulmer Investment Management
Ohio
BB
1919
Burford Brothers
Texas
MWA
1920
Motive Wealth Advisors
Michigan
ACM
1921
AlphaStar Capital Management
North Carolina
BFF
1922
Byrne Financial Freedom
Massachusetts
PTP
1923
Platform Technology Partners
New York
BWM
1924
BCS Wealth Management
Tennessee
SC
1925
Sapient Capital
Indiana