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Procter & Gamble

3,958 hedge funds and large institutions have $268B invested in Procter & Gamble in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,668 increasing their positions, 1,663 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,958
Holders Change
+1
Holders Change %
+0.03%
% of All Funds
53.76%
Holding in Top 10
213
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.52%
% of All Funds
2.89%
New
200
Increased
1,668
Reduced
1,663
Closed
125
Calls
$2.87B
Puts
$1.72B
Net Calls
+$1.15B
Net Calls Change
+$528M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
2926
Rockbridge Investment Management
New York
$566K -$83.2K -488 -13%
MLFP
2927
MPS Loria Financial Planners
Illinois
$566K +$7.33K +43 +1%
MF
2928
Montis Financial
Massachusetts
$566K +$341 +2 +0.1%
CAGAS
2929
Capital Advisory Group Advisory Services
Minnesota
$565K +$53K +311 +10%
AOI
2930
Auto-Owners Insurance
Michigan
$565K -$971K -16,509 -63%
MSCM
2931
McElhenny Sheffield Capital Management
Texas
$564K -$682 -4 -0.1%
DFG
2932
Dupree Financial Group
Kentucky
$563K +$93.1K +546 +20%
ICP
2933
Interchange Capital Partners
Pennsylvania
$563K +$11.6K +68 +2%
MP
2934
Moment Partners
California
$562K -$5.28K -31 -0.9%
AIM
2935
AMI Investment Management
Indiana
$562K -$17.4K -102 -3%
EFG
2936
Elios Financial Group
Ohio
$561K +$76.9K +451 +16%
MWM
2937
Mascagni Wealth Management
Mississippi
$561K
FCM
2938
Fortis Capital Management
Washington
$560K +$560K +3,286 New
PMG
2939
ProVise Management Group
Florida
$559K -$75.2K -441 -12%
FWM
2940
Focused Wealth Management
New York
$558K -$11.4K -67 -2%
LGG
2941
Luts & Greenleigh Group
Maryland
$558K -$13.5K -79 -2%
SFP
2942
Sterling Financial Planning
New Jersey
$557K -$16.5K -97 -3%
DSN
2943
D. Scott Neal
Kentucky
$557K
GA
2944
Guerra Advisors
Florida
$557K +$557K +3,268 New
AIA
2945
Arbor Investment Advisors
North Carolina
$556K +$69.7K +409 +14%
LAM
2946
LECAP Asset Management
United Kingdom
$556K +$556K +3,262 New
CIA
2947
Cape Investment Advisory
Georgia
$556K -$51.1K -300 -8%
LSPW
2948
Lake Street Private Wealth
Illinois
$555K +$44.1K +259 +9%
BFA
2949
Bright Financial Advisors
Michigan
$555K +$211K +1,240 +62%
PFA
2950
Professional Financial Advisors
Nebraska
$554K -$10.1K -59 -2%