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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 %
SW
2826
StrongBox Wealth
Missouri
$561K +$20.4K +118 +4%
MF
2827
Montis Financial
Massachusetts
$559K -$6.24K -36 -1%
CAM
2828
Covenant Asset Management
New Jersey
$557K
FEM
2829
Fulcrum Equity Management
Texas
$557K -$41.2K -238 -7%
NFG
2830
Nadler Financial Group
Illinois
$557K
PFA
2831
Professional Financial Advisors
Nebraska
$556K -$8.49K -49 -2%
CPSC
2832
Carl P. Sherr & Co
Massachusetts
$556K -$21.7K -125 -4%
NCTC
2833
New Covenant Trust Company
Indiana
$554K +$62.7K +361 +13%
RIM
2834
Rockbridge Investment Management
New York
$554K +$1.21K +7 +0.2%
BIM
2835
Bullseye Investment Management
Ohio
$553K +$55.3K +332 +11%
MCM
2836
Mendel Capital Management
Arkansas
$551K +$173 +1 +0%
FNWM
2837
Financial Network Wealth Management
Utah
$550K
MGWM
2838
Marks Group Wealth Management
Minnesota
$550K -$61.5K -355 -10%
SP
2839
Sequent Planning
Nebraska
$550K -$13.7K -79 -2%
WFA
2840
WestHill Financial Advisors
California
$549K -$4.5K -26 -0.8%
EGWAG
2841
Elwood & Goetz Wealth Advisory Group
Georgia
$548K +$185K +1,070 +51%
BA
2842
Bluesphere Advisors
Pennsylvania
$547K +$520 +3 +0.1%
RIG
2843
Renaissance Investment Group
Massachusetts
$546K
OAS
2844
Optivise Advisory Services
Tennessee
$545K -$76.4K -441 -12%
MFS
2845
McNamara Financial Services
Massachusetts
$542K +$121K +700 +29%
AIMA
2846
Ables Iannone Moore & Associates
Georgia
$542K -$30.3K -175 -5%
SFG
2847
Sather Financial Group
Texas
$541K
HWP
2848
Highline Wealth Partners
California
$540K -$3.46K -20 -0.6%
HSG
2849
Helen Stephens Group
Texas
$539K -$29.8K -172 -5%
ECAM
2850
East Coast Asset Management
Massachusetts
$538K