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Procter & Gamble

3,879 hedge funds and large institutions have $255B invested in Procter & Gamble in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,552 increasing their positions, 1,731 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,879
Holders Change
-79
Holders Change %
-2%
% of All Funds
51.98%
Holding in Top 10
134
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-37.09%
% of All Funds
1.8%
New
166
Increased
1,552
Reduced
1,731
Closed
165
Calls
$2.85B
Puts
$1.75B
Net Calls
+$1.09B
Net Calls Change
-$53.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LT
2551
Legacy Trust
Michigan
$789K +$21.7K +136 +3%
FAT
2552
First American Trust
California
$788K -$35.7K -224 -4%
TTIC
2553
Tower Trust & Investment Company
Iowa
$787K +$12.3K +77 +2%
ICP
2554
Ironvine Capital Partners
Nebraska
$787K
BEAM
2555
Baker Ellis Asset Management
Washington
$784K +$6.21K +39 +0.8%
TIP
2556
Tandem Investment Partners
New Jersey
$784K +$84.4K +530 +12%
SM
2557
Sweeney & Michel
California
$783K -$49.3K -314 -6%
KHCM
2558
Kirtland Hills Capital Management
Ohio
$783K -$42.1K -264 -5%
SAM
2559
Sompo Asset Management
Japan
$779K +$7.97K +50 +1%
PA
2560
Probity Advisors
Texas
$778K -$4.62K -29 -0.6%
SAM
2561
Strategy Asset Managers
California
$778K +$42.4K +266 +6%
WAG
2562
Wheelhouse Advisory Group
Missouri
$777K +$3.51K +22 +0.5%
HIS
2563
Harvest Investment Services
Illinois
$776K -$159K -1,000 -17%
PSB
2564
Piscataqua Savings Bank
New Hampshire
$775K +$6.21K +39 +0.8%
MPIAL
2565
Milestones Private Investment Advisors LLC
New York
$775K +$775K +4,863 New
HFRG
2566
Houlihan Financial Resource Group
Virginia
$774K +$618 +4 +0.1%
KCAM
2567
Kagan Cocozza Asset Management
New Jersey
$774K +$2.07K +13 +0.3%
SAM
2568
Sequent Asset Management
Texas
$773K
NMCM
2569
Nicholson Meyer Capital Management
Missouri
$771K -$59.1K -371 -7%
FAG
2570
Fortitude Advisory Group
Washington
$769K +$5.58K +35 +0.7%
KWM
2571
Koa Wealth Management
California
$769K +$769K +4,824 New
GB
2572
Goepper Burkhardt
South Carolina
$768K -$15.9K -100 -2%
RFA
2573
Resurgent Financial Advisors
Georgia
$768K -$11K -69 -1%
CFP
2574
Curran Financial Partners
South Carolina
$765K +$28.7K +180 +4%
FFG
2575
Frisch Financial Group
New York
$765K +$23.6K +148 +3%