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Procter & Gamble

3,958 hedge funds and large institutions have $268B invested in Procter & Gamble in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,668 increasing their positions, 1,663 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,958
Holders Change
+1
Holders Change %
+0.03%
% of All Funds
53.76%
Holding in Top 10
213
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.52%
% of All Funds
2.89%
New
200
Increased
1,668
Reduced
1,663
Closed
125
Calls
$2.87B
Puts
$1.72B
Net Calls
+$1.15B
Net Calls Change
+$528M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
2601
Baker Ellis Asset Management
Washington
$833K +$130K +761 +18%
TWM
2602
TriaGen Wealth Management
California
$832K -$13K -76 -2%
SFB
2603
STAR Financial Bank
Indiana
$829K -$60K -352 -7%
WAG
2604
Wheelhouse Advisory Group
Missouri
$827K -$17.7K -104 -2%
MFA
2605
McClarren Financial Advisors
Pennsylvania
$827K +$827K +4,251 New
SAM
2606
Sequent Asset Management
Texas
$827K -$40.6K -238 -5%
SIM
2607
SSI Investment Management
California
$827K -$341 -2 -0%
KCAM
2608
Kagan Cocozza Asset Management
New Jersey
$825K +$4.77K +28 +0.6%
SCA
2609
Sandy Cove Advisors
Massachusetts
$825K +$23.4K +137 +3%
SAM
2610
Sompo Asset Management
Japan
$825K +$46K +270 +6%
OFW
2611
Omnia Family Wealth
Florida
$824K +$104K +612 +14%
PSB
2612
Piscataqua Savings Bank
New Hampshire
$823K
SFC
2613
Swisher Financial Concepts
Ohio
$823K +$18.9K +111 +2%
SPWM
2614
Schrum Private Wealth Management
Florida
$822K -$32.6K -191 -4%
CWM
2615
Cahaba Wealth Management
Georgia
$821K +$7.16K +42 +0.9%
LT
2616
Legacy Trust
Michigan
$821K +$18.1K +106 +2%
RC
2617
Randolph Company
Ohio
$817K -$59.8K -351 -7%
MLA
2618
My Legacy Advisors
Oregon
$817K +$15K +88 +2%
BCM
2619
Brown Capital Management
Maryland
$816K -$112K -658 -12%
MFG
2620
Magnus Financial Group
New York
$815K -$10.9K -64 -1%
IP
2621
Intellectus Partners
California
$809K +$87.9K +516 +12%
SIM
2622
Seaview Investment Managers
Florida
$805K +$805K +4,723 New
AMCA
2623
Arthur M. Cohen & Associates
Illinois
$804K -$33.1K -194 -4%
CIA
2624
Cladis Investment Advisory
Montana
$803K -$16K -94 -2%
VFPW
2625
Vantage Financial Partners (Wisconsin)
Wisconsin
$802K -$5.97K -35 -0.7%