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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
2526
Richwood Investment Advisors
Ohio
$818K
SAM
2527
Strategy Asset Managers
California
$817K +$31.3K +181 +4%
LB
2528
Legacy Bridge
Iowa
$816K -$69.3K -400 -8%
SAM
2529
Sompo Asset Management
Japan
$816K +$3.46K +20 +0.4%
OWP
2530
ORG Wealth Partners
Texas
$815K +$815K +4,706 New
YDMI
2531
Y.D. More Investments
Israel
$815K +$110K +638 +16%
UCB
2532
United Community Bank
South Carolina
$814K -$243K -1,401 -23%
SMG
2533
Smart Money Group
Texas
$812K +$178K +1,076 +28%
MFG
2534
Magnus Financial Group
New York
$812K -$21.3K -123 -3%
RSWA
2535
Robinson Smith Wealth Advisors
Maine
$811K -$67K -387 -8%
BIG
2536
Builder Investment Group
Georgia
$808K
RFA
2537
Resurgent Financial Advisors
Georgia
$807K -$37.6K -217 -4%
XWM
2538
Xcel Wealth Management
Florida
$807K
1WM
2539
1900 Wealth Management
Texas
$806K +$19.6K +113 +2%
KA
2540
Kozak & Associates
Colorado
$804K +$42.2K +245 +6%
RPGK
2541
Retirement Planning Group (Kansas)
Kansas
$804K +$120K +693 +18%
KLI
2542
Kelman-Lazarov Inc
Tennessee
$803K
TCM
2543
Triumph Capital Management
Colorado
$803K +$210K +1,210 +35%
GC
2544
Garde Capital
Washington
$803K -$5.54K -32 -0.7%
TSWM
2545
Tyler-Stone Wealth Management
Ohio
$803K +$485K +2,801 +153%
NBT
2546
Northwest Bank & Trust
Iowa
$802K +$7.62K +44 +1%
SFC
2547
Swisher Financial Concepts
Ohio
$802K -$11.4K -67 -1%
JCM
2548
Jacobsen Capital Management
Utah
$802K +$5.02K +29 +0.6%
LOPW
2549
Live Oak Private Wealth
North Carolina
$801K +$2.94K +17 +0.4%
TCCM
2550
Timber Creek Capital Management
Massachusetts
$801K