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Procter & Gamble

3,920 hedge funds and large institutions have $255B invested in Procter & Gamble in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,573 increasing their positions, 1,747 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 3,9773,920 (-57)

5% less capital invested

Capital invested by funds: $268B → $255B (-$13.5B)

38% less funds holding in top 10

Funds holding in top 10: 213133 (-80)

Holders
3,920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
133
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.85B
Puts
$1.75B
Net Calls
Net Calls Change

Top Buyers

1 +$881M
2 +$835M
3 +$508M
4
Citadel Advisors
Citadel Advisors
Florida
+$481M
5
Invesco
Invesco
Georgia
+$459M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2801
Cary Street Partners Investment Advisory
Virginia
$607K
BZWA
2802
Blue Zone Wealth Advisors
California
$607K
CPM
2803
Connective Portfolio Management
New York
$606K
FWM
2804
FSA Wealth Management
Massachusetts
$606K
MFG
2805
Midwest Financial Group
Kansas
$606K
CM
2806
Castleark Management
Illinois
$605K
ACM
2807
Adalta Capital Management
New York
$604K
GHA
2808
Granite Harbor Advisors
Texas
$603K
BWM
2809
Boyd Wealth Management
California
$603K
HZ
2810
Hixon Zuercher
Ohio
$602K
EA
2811
Ellsworth Advisors
Ohio
$602K
HAS
2812
Holland Advisory Services
Florida
$595K
XWM
2813
Xcel Wealth Management
Florida
$595K
MA
2814
MKT Advisors
California
$595K
SMA
2815
Seven Mile Advisory
New Jersey
$595K
RWP
2816
Ridgeline Wealth Planning
Ohio
$595K
CIG
2817
Cascade Investment Group
Colorado
$593K
LRWA
2818
Long Run Wealth Advisors
New York
$593K
RS
2819
R Squared
Hong Kong
$593K
AWM
2820
Accredited Wealth Management
Kentucky
$591K
RA
2821
Ruggaard & Associates
Ohio
$591K
PMG
2822
Private Management Group
California
$590K
PWMG
2823
Pinnacle Wealth Management Group
Michigan
$589K
AFT
2824
Alpha Family Trust
California
$588K
CTWM
2825
Cherry Tree Wealth Management
Minnesota
$588K