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Progress Software

331 hedge funds and large institutions have $3.24B invested in Progress Software in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 107 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

15% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 107

1.78% more ownership

Funds ownership: 114.13%115.9% (+1.8%)

1% more funds holding

Funds holding: 328331 (+3)

1% less capital invested

Capital invested by funds: $3.28B → $3.24B (-$36.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

94% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $59.4M

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
123
Reduced
107
Closed
35
Calls
$3.3M
Puts
$59.4M
Net Calls
-$56.1M
Net Calls Change
-$67.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
301
Fortitude Family Office
Arizona
$3.52K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$3.32K +$3.41K +51 New
SPIA
303
Steward Partners Investment Advisory
New York
$3.26K +$1.34K +20 +67%
CA
304
CoreCap Advisors
Michigan
$3.19K
RIL
305
Rothschild Investment LLC
Illinois
$2.93K
BWL
306
Bogart Wealth LLC
Virginia
$2.93K +$3.01K +45 New
AF
307
Allworth Financial
California
$2.92K -$601 -9 -15%
SCM
308
Sterling Capital Management
North Carolina
$2.87K
GRP
309
Global Retirement Partners
California
$2.85K
LFA
310
LGT Financial Advisors
Texas
$2.74K
QL
311
Quarry LP
New York
$2.48K -$5.54K -83 -69%
IA
312
IFP Advisors
Florida
$2.08K +$67 +1 +3%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$200 -3 -9%
HCP
314
Hexagon Capital Partners
Arkansas
$1.69K +$1.6K +24 +1,200%
FFA
315
Farther Finance Advisors
California
$1.63K +$67 +1 +4%
JWA
316
JFS Wealth Advisors
Pennsylvania
$1.56K
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
$1K
CWP
318
Concord Wealth Partners
Virginia
$782
HNB
319
Huntington National Bank
Ohio
$586
SWM
320
Spire Wealth Management
Virginia
$586
SIC
321
SJS Investment Consulting
Ohio
$457
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$391
LFG
323
Larson Financial Group
Missouri
$391
T
324
Transce3nd
Texas
$329 +$334 +5 New
CPG
325
Cornerstone Planning Group
New Jersey
$273