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Procter & Gamble
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Overview Fund Activity

3,957 hedge funds and large institutions have $272B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 459 funds opening new positions, 1,571 increasing their positions, 1,513 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
+268
Holders Change %
+7.26%
% of All Funds
52.67%
Holding in Top 10
191
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.91%
% of All Funds
2.54%
New
459
Increased
1,571
Reduced
1,513
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.14B
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$536M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$477M
4
Northern Trust
Northern Trust
Illinois
+$453M
5
Morgan Stanley
Morgan Stanley
New York
+$384M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$7.23B
2
GQG Partners
GQG Partners
Florida
-$721M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$659M
4
IAIM
International Assets Investment Management
Florida
-$608M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
2776
One Charles Private Wealth Services
Massachusetts
$676K – – –
OPA
2777
Old Port Advisors
Maine
$675K +$75.9K +453 +13%
WCM
2778
Wedge Capital Management
North Carolina
$674K – – –
SSWM
2779
Sheets Smith Wealth Management
North Carolina
$674K +$8.55K +51 +1%
EL
2780
EWA LLC
Pennsylvania
$673K +$43.1K +257 +7%
RG
2781
Renaissance Group
Kentucky
$673K -$4.19K -25 -0.6%
TFA
2782
Trinity Financial Advisors
Ohio
$672K +$38.5K +232 +6%
MWM
2783
Marion Wealth Management
Pennsylvania
$670K +$35.7K +213 +6%
GWAM
2784
Guardian Wealth Advisors (Minnesota)
Minnesota
$670K -$9.22K -55 -1%
FFA
2785
Frazier Financial Advisors
Ohio
$668K -$5.01K -30 -0.7%
JSC
2786
Jackson Square Capital
California
$667K -$335 -2 -0.1%
TIM
2787
Tortoise Investment Management
New York
$666K -$82K -489 -11%
PCM
2788
Palisade Capital Management
New Jersey
$666K -$671K -4,000 -50%
WCP
2789
Wealthcare Capital Partners
Pennsylvania
$665K +$665K +3,966 New
VPP
2790
Vertex Planning Partners
Illinois
$664K +$43.4K +259 +7%
WFA
2791
Wellspring Financial Advisors
Ohio
$664K -$104K -618 -13%
MIM
2792
Morningstar Investment Management
Illinois
$664K -$37.2K -222 -5%
EA
2793
Ellsworth Advisors
Ohio
$664K +$3.86K +23 +0.6%
IWP
2794
Invenio Wealth Partners
Florida
$663K +$3.69K +22 +0.6%
BZWA
2795
Blue Zone Wealth Advisors
California
$662K +$16.9K +101 +3%
TWP
2796
Triad Wealth Partners
Kansas
$660K +$660K +3,938 New
CFG
2797
Copley Financial Group
California
$659K +$12.6K +75 +2%
PSF
2798
Pacific Sun Financial
California
$657K -$8.38K -50 -1%
SAM
2799
Strive Asset Management
Ohio
$657K +$657K +3,917 New
SIAG
2800
Safeguard Investment Advisory Group
California
$656K +$42.6K +254 +7%
110 111
112
113 114