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Procter & Gamble
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$678M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$383M
4
Invesco
Invesco
Georgia
+$380M
5
BlackRock
BlackRock
New York
+$337M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$530M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$335M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$299M
5
Capital World Investors
Capital World Investors
California
-$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
3126
Root Financial Partners
California
$462K +$19.8K +116 +4%
PFM
3127
Peak Financial Management
Massachusetts
$461K -$682 -4 -0.1%
TBWA
3128
Three Bridge Wealth Advisors
California
$461K +$13.8K +81 +3%
VAM
3129
Verity Asset Management
North Carolina
$461K +$461K +2,704 New
RPGNY
3130
Retirement Planning Group (New York)
New York
$460K +$2.22K +13 +0.5%
LIA
3131
Lynx Investment Advisory
District of Columbia
$459K +$3.58K +21 +0.8%
JCFM
3132
JBR Co Financial Management
Oklahoma
$459K – – –
WMWM
3133
Wilkins Miller Wealth Management
Alabama
$459K +$1.19K +7 +0.3%
CWA
3134
Canvas Wealth Advisors
Kansas
$459K +$43K +256 +10%
MA
3135
Mezzasalma Advisors
New Jersey
$458K – – –
FFO
3136
Fortitude Family Office
Arizona
$458K -$477K -2,799 -51%
MIG
3137
McGuire Investment Group
Rhode Island
$458K – – –
RIP
3138
Reliant Investment Partners
North Carolina
$457K -$8.69K -51 -2%
FWP
3139
Fiduciary Wealth Partners
Massachusetts
$457K +$457K +2,683 New
CWG
3140
Crown Wealth Group
North Carolina
$457K +$26.2K +154 +6%
AF
3141
Affiance Financial
Minnesota
$456K -$13.5K -79 -3%
SAM
3142
Sherman Asset Management
California
$456K +$24.4K +143 +6%
WCM
3143
Weik Capital Management
Pennsylvania
$455K -$144K -845 -24%
WWM
3144
Wiser Wealth Management
Georgia
$454K -$1.7K -10 -0.4%
NCTC
3145
New Covenant Trust Company
Indiana
$453K -$26.4K -157 -6%
PCA
3146
Providence Capital Advisors
North Carolina
$453K -$149K -872 -25%
SA
3147
SRH Advisors
Kansas
$453K -$255K -1,497 -36%
1WM
3148
1858 Wealth Management
Ohio
$453K -$511 -3 -0.1%
BL
3149
BCWM LLC
Kansas
$453K – – –
NIA
3150
NBZ Investment Advisors
Tennessee
$451K +$451K +2,647 New
124 125
126
127 128