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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 %
FWM
2701
FSA Wealth Management
Massachusetts
$659K +$659K +3,806 New
TA
2702
TCM Advisors
West Virginia
$658K -$610K
CM
2703
Castleark Management
Illinois
$658K
SMA
2704
Seven Mile Advisory
New Jersey
$658K +$28.8K +166 +5%
QFA
2705
Quantum Financial Advisors
California
$658K
TA
2706
TrueWealth Advisors
Alabama
$658K +$6.23K +36 +1%
SP
2707
Stonebrook Private
Michigan
$657K -$50.9K -294 -7%
MW
2708
Maia Wealth
Colorado
$656K +$88.5K +520 +16%
MWM
2709
Marion Wealth Management
Pennsylvania
$655K +$73.1K +422 +13%
SRC
2710
Shufro Rose & Co
New York
$655K
SSW
2711
Stone Summit Wealth
Florida
$655K -$30.1K -174 -4%
BA
2712
Ballast Advisors
Minnesota
$654K -$21.7K -125 -3%
SIC
2713
Sterling Investment Counsel
New York
$654K -$22.7K -131 -3%
ACM
2714
Adalta Capital Management
New York
$653K
EWA
2715
Etesian Wealth Advisors
Oregon
$652K -$131K -757 -17%
AFC
2716
AFT Forsyth & Company
Florida
$652K -$13K -75 -2%
CPM
2717
Connective Portfolio Management
New York
$651K
FAM
2718
Flaharty Asset Management
Florida
$650K +$86.6K +500 +15%
DWG
2719
Darden Wealth Group
Michigan
$650K -$173 -1 -0%
CTWM
2720
Cherry Tree Wealth Management
Minnesota
$649K +$346 +2 +0.1%
OWM
2721
OneAscent Wealth Management
Alabama
$647K +$647K +3,738 New
PGWM
2722
Parisi Gray Wealth Management
New Jersey
$647K -$27.7K -160 -4%
HAS
2723
Holland Advisory Services
Florida
$646K +$346 +2 +0.1%
SIC
2724
SJS Investment Consulting
Ohio
$646K +$520 +3 +0.1%
IPW
2725
Impact Partnership Wealth
Georgia
$644K +$6.76K +39 +1%