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Procter & Gamble

4,003 hedge funds and large institutions have $273B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 475 funds opening new positions, 1,587 increasing their positions, 1,518 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 475 | Existing positions closed: 120

31% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $1.99B

8% more funds holding

Funds holding: 3,7194,003 (+284)

5% more repeat investments, than reductions

Existing positions increased: 1,587 | Existing positions reduced: 1,518

0.3% more ownership

Funds ownership: 67.62%67.92% (+0.3%)

1% less capital invested

Capital invested by funds: $274B → $273B (-$1.6B)

6% less funds holding in top 10

Funds holding in top 10: 205192 (-13)

Holders
4,003
Holders Change
+284
Holders Change %
+7.64%
% of All Funds
52.72%
Holding in Top 10
192
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.34%
% of All Funds
2.53%
New
475
Increased
1,587
Reduced
1,518
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2801
Wedge Capital Management
North Carolina
$674K
SSWM
2802
Sheets Smith Wealth Management
North Carolina
$674K +$8.69K +51 +1%
EL
2803
EWA LLC
Pennsylvania
$673K +$43.8K +257 +7%
RG
2804
Renaissance Group
Kentucky
$673K -$4.26K -25 -0.6%
TFA
2805
Trinity Financial Advisors
Ohio
$672K +$39.5K +232 +6%
MWM
2806
Marion Wealth Management
Pennsylvania
$670K +$36.3K +213 +6%
GWAM
2807
Guardian Wealth Advisors (Minnesota)
Minnesota
$670K -$9.37K -55 -1%
FFA
2808
Frazier Financial Advisors
Ohio
$668K -$5.11K -30 -0.7%
SI
2809
Severin Investments
Missouri
$668K +$679K +3,984 New
JSC
2810
Jackson Square Capital
California
$667K -$341 -2 -0.1%
TIM
2811
Tortoise Investment Management
New York
$666K -$83.3K -489 -11%
PCM
2812
Palisade Capital Management
New Jersey
$666K -$681K -4,000 -50%
WCP
2813
Wealthcare Capital Partners
Pennsylvania
$665K +$675K +3,966 New
VPP
2814
Vertex Planning Partners
Illinois
$664K +$44.1K +259 +7%
WFA
2815
Wellspring Financial Advisors
Ohio
$664K -$105K -618 -13%
MIM
2816
Morningstar Investment Management
Illinois
$664K -$37.8K -222 -5%
EA
2817
Ellsworth Advisors
Ohio
$664K +$3.92K +23 +0.6%
IWP
2818
Invenio Wealth Partners
Florida
$663K +$3.75K +22 +0.6%
BZWA
2819
Blue Zone Wealth Advisors
California
$662K +$17.2K +101 +3%
TWP
2820
Triad Wealth Partners
Kansas
$660K +$671K +3,938 New
CFG
2821
Copley Financial Group
California
$659K +$12.8K +75 +2%
PSF
2822
Pacific Sun Financial
California
$657K -$8.52K -50 -1%
SAM
2823
Strive Asset Management
Ohio
$657K +$667K +3,917 New
SIAG
2824
Safeguard Investment Advisory Group
California
$656K +$43.3K +254 +7%
SMA
2825
Seven Mile Advisory
New Jersey
$655K +$18.6K +109 +3%

PG Hedge Fund Activity: Q4 2024 in Review

4,003 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2024, worth a combined $273B — down 0.58% from $274B a quarter earlier.

Buyers outnumbered sellers: 475 funds opened new PG positions and 120 closed out — a net gain of 355 holders — while 1,587 added to existing stakes and 1,518 trimmed.

The largest buyer was BlackRock, adding an estimated $2.17B. The largest seller was GQG Partners, cutting an estimated $733M.

  • 4,003 institutional investors held Procter & Gamble (PG) as of Q4 2024, up from 3,719 in Q3 2024.
  • Funds reported $273B of Procter & Gamble stock for Q4 2024, down 0.58% quarter-over-quarter.
  • 475 funds opened new Procter & Gamble positions in Q4 2024 and 120 closed out, a net change of +355 holders.
  • The largest Procter & Gamble buyer in Q4 2024 was BlackRock, an estimated $2.17B added.
  • The largest Procter & Gamble seller in Q4 2024 was GQG Partners, an estimated $733M sold.

Based on aggregated 13F filings for Q4 2024.