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Procter & Gamble
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Overview Fund Activity

3,689 hedge funds and large institutions have $269B invested in Procter & Gamble in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,553 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,689
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.36%
Holding in Top 10
203
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.02%
% of All Funds
2.94%
New
193
Increased
1,553
Reduced
1,510
Closed
83
Calls
$2.8B
Puts
$2.55B
Net Calls
+$246M
Net Calls Change
-$348M

Top Buyers

1
BlackRock
BlackRock
New York
+$744M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$625M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$387M
4
Franklin Resources
Franklin Resources
California
+$305M
5
Deutsche Bank
Deutsche Bank
Germany
+$287M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
2
APG Asset Management
APG Asset Management
Netherlands
-$495M
3
State Street
State Street
Massachusetts
-$447M
4
BA
Bridgewater Associates
Connecticut
-$345M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFRG
2476
Houlihan Financial Resource Group
Virginia
$866K +$866K +4,998 New
SFS
2477
Security Financial Services
Indiana
$864K +$44.9K +259 +5%
BWA
2478
Bordeaux Wealth Advisors
California
$864K +$155K +895 +22%
LSIA
2479
LaSalle St. Investment Advisors
Illinois
$862K +$112K +646 +15%
SWA
2480
Sax Wealth Advisors
New Jersey
$861K +$41.7K +241 +5%
PAM
2481
Peninsula Asset Management
Florida
$861K -$26K -150 -3%
ZB
2482
Zions Bancorporation
Utah
$861K +$69.1K +399 +9%
KFA
2483
Kelleher Financial Advisors
New York
$861K – – –
FWM
2484
Forza Wealth Management
Florida
$861K -$22.5K -130 -3%
OFG
2485
OmniStar Financial Group
North Carolina
$860K +$7.29K +42 +0.9%
HZ
2486
Hixon Zuercher
Ohio
$858K -$17.5K -101 -2%
PA
2487
Probity Advisors
Texas
$858K -$14.9K -86 -2%
TA
2488
TruWealth Advisors
Louisiana
$858K +$346 +2 +0%
EDRIA
2489
Edmonds Duncan Registered Investment Advisors
Kansas
$858K +$6.41K +37 +0.8%
ICP
2490
Ironvine Capital Partners
Nebraska
$856K – – –
AMCA
2491
Arthur M. Cohen & Associates
Illinois
$856K – – –
QPWM
2492
Quadrant Private Wealth Management
Pennsylvania
$854K +$24.4K +141 +3%
CWM
2493
Cahaba Wealth Management
Georgia
$853K +$82.6K +477 +11%
QPW
2494
Quantum Private Wealth
Florida
$851K – – –
NCM
2495
NCM Capital Management
New Jersey
$848K – – –
LA
2496
Lifeworks Advisors
Michigan
$848K -$9.35K -54 -1%
FWA
2497
FSM Wealth Advisors
Ohio
$845K +$58.4K +337 +7%
TCB
2498
Texas Capital Bancshares
Texas
$843K +$59.8K +345 +8%
TIA
2499
Traphagen Investment Advisors
New Jersey
$842K +$63.2K +365 +8%
FGA
2500
Fortis Group Advisors
New Jersey
$842K -$67K -387 -7%
98 99
100
101 102