PG icon

Procter & Gamble

3,385 hedge funds and large institutions have $224B invested in Procter & Gamble in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,406 increasing their positions, 1,426 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,385
Holders Change
-7
Holders Change %
-0.21%
% of All Funds
53.97%
Holding in Top 10
265
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.12%
% of All Funds
4.23%
New
152
Increased
1,406
Reduced
1,426
Closed
118
Calls
$2.23B
Puts
$1.44B
Net Calls
+$791M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
2601
Capital Advisors Wealth Management
Washington
$588K +$13.7K +94 +2%
AWM
2602
Aspire Wealth Management
Massachusetts
$587K +$875 +6 +0.1%
FI
2603
Financial Insights
Washington
$585K -$91.2K -608 -13%
KFA
2604
Kelleher Financial Advisors
New York
$585K +$14.1K +97 +2%
PFC
2605
Phocas Financial Corp
California
$584K
OCPWS
2606
One Charles Private Wealth Services
Massachusetts
$582K -$15.2K -104 -3%
RWS
2607
Resolute Wealth Strategies
Mississippi
$582K -$44.9K -308 -7%
MIAS
2608
Mason Investment Advisory Services
Virginia
$576K +$25.2K +173 +5%
AP
2609
Advisors Preferred
Maryland
$576K +$141K +972 +32%
HIIFS
2610
Harel Insurance Investments & Financial Services
Israel
$575K -$259K -1,771 -31%
KA
2611
Kooman & Associates
Pennsylvania
$575K -$1.02K -7 -0.2%
SLG
2612
Stanley-Laman Group
Pennsylvania
$573K +$146 +1 +0%
MFA
2613
McClarren Financial Advisors
Pennsylvania
$571K +$2.18K +15 +0.4%
PS
2614
Planned Solutions
California
$571K +$292 +2 +0.1%
NFSG
2615
Newbridge Financial Services Group
Florida
$570K -$10.2K -70 -2%
MF
2616
Montis Financial
Massachusetts
$570K +$304K +2,085 +114%
CP
2617
Covenant Partners
Tennessee
$570K
FM
2618
Family Management
New York
$569K -$47.7K -327 -8%
AFC
2619
AFT Forsyth & Company
Florida
$569K
MCP
2620
Mirador Capital Partners
California
$568K -$25.2K -173 -4%
SCM
2621
Seascape Capital Management
New Hampshire
$568K +$38.9K +267 +7%
PWS
2622
Private Wealth Strategies
Ohio
$567K +$292 +2 +0.1%
CTWM
2623
Cherry Tree Wealth Management
Minnesota
$567K +$292 +2 +0.1%
CMS
2624
Capital Market Strategies
Florida
$564K +$2.04K +14 +0.4%
CWS
2625
Cypress Wealth Services
California
$563K -$270K -1,852 -32%