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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 %
AWP
3001
Ascent Wealth Partners
New York
$440K -$4.85K -28 -1%
AT
3002
Arlington Trust
Alabama
$439K -$39.8K -230 -8%
MAG
3003
Mayfair Advisory Group
Alabama
$439K
SLWA
3004
San Luis Wealth Advisors
California
$438K -$29.1K -168 -6%
LIM
3005
Longfellow Investment Management
Massachusetts
$438K -$217K -1,253 -33%
FA
3006
Fagan Associates
New York
$437K
LSWM
3007
Lorne Steinberg Wealth Management
Canada
$437K
AF
3008
Affiance Financial
Minnesota
$437K -$8.49K -49 -2%
TC
3009
Tacita Capital
Ontario, Canada
$436K
SWM
3010
Seed Wealth Management
Illinois
$436K
SCM
3011
Silvant Capital Management
Georgia
$435K
GXJ
3012
Global X Japan
Japan
$435K -$20.1K -116 -4%
LK
3013
Lumbard & Kellner
New Hampshire
$434K
GPW
3014
Gentry Private Wealth
Kansas
$433K -$11.4K -66 -3%
SNBOSD
3015
Security National Bank of So Dak
Iowa
$433K
KWS
3016
Keystone Wealth Services
California
$432K +$43.7K +252 +11%
EWS
3017
Eagle Wealth Strategies
New Jersey
$432K -$3.12K -18 -0.7%
DWM
3018
Dopkins Wealth Management
New York
$430K -$364K -2,102 -46%
EFP
3019
Elser Financial Planning
Indiana
$430K +$3.81K +22 +0.9%
CFG
3020
Carr Financial Group
Massachusetts
$426K +$61.5K +355 +17%
CWG
3021
Crown Wealth Group
North Carolina
$424K -$38.3K -221 -8%
WMP
3022
Wealth Management Partners
Arizona
$424K -$3.64K -21 -0.9%
FCMT
3023
Founders Capital Management (Texas)
Texas
$423K
KA
3024
Kooman & Associates
Pennsylvania
$422K +$346 +2 +0.1%
LWM
3025
LJI Wealth Management
Indiana
$421K +$104K +603 +33%