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Progressive

1,776 hedge funds and large institutions have $122B invested in Progressive in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 667 increasing their positions, 760 reducing their positions, and 195 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: 667 | Existing positions reduced: 760

34% less funds holding in top 10

Funds holding in top 10: 7952 (-27)

42% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 195

Holders
1,776
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
USWIA
1926
UP Strategic Wealth Investment Advisors
Pennsylvania
PGFC
1927
Peapack-Gladstone Financial Corp
New Jersey
PBO
1928
Peoples Bank (Ohio)
Ohio
MWP
1929
Madison Wealth Partners
Wisconsin
VAG
1930
VisionPoint Advisory Group
Texas
NA
1931
Nordwand Advisors
Pennsylvania
IFO
1932
Independent Family Office
New York
BFIM
1933
Beese Fulmer Investment Management
Ohio
BB
1934
Burford Brothers
Texas
ACM
1935
AlphaStar Capital Management
North Carolina
MWA
1936
Motive Wealth Advisors
Michigan
BFF
1937
Byrne Financial Freedom
Massachusetts
PTP
1938
Platform Technology Partners
New York
BWM
1939
BCS Wealth Management
Tennessee
SC
1940
Sapient Capital
Indiana
RSWA
1941
Robinson Smith Wealth Advisors
Maine
AHC
1942
Adell Harriman & Carpenter
Texas
GWM
1943
Gitterman Wealth Management
New Jersey
AWM
1944
Atticus Wealth Management
Florida
TPWA
1945
Twin Peaks Wealth Advisors
California
MPW
1946
MASECO Private Wealth
CCM
1947
Carderock Capital Management
Maryland
SO
1948
Sierra Ocean
California
NC
1949
NewSquare Capital
Pennsylvania
ITFISA
1950
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna