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Procter & Gamble

3,875 hedge funds and large institutions have $240B invested in Procter & Gamble in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,509 increasing their positions, 1,778 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $259B → $240B (-$18.8B)

15% less repeat investments, than reductions

Existing positions increased: 1,509 | Existing positions reduced: 1,778

23% less funds holding in top 10

Funds holding in top 10: 134103 (-31)

Holders
3,875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.35B
Puts
$1.64B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
3176
Lion Street Advisors
Texas
$364K
AAM
3177
Augustine Asset Management
Florida
$364K
PFM
3178
Peak Financial Management
Massachusetts
$362K
PI
3179
Pachira Investments
California
$362K
SPA
3180
Sherbrooke Park Advisers
New York
$361K
RW
3181
REDW Wealth
New Mexico
$361K
VIP
3182
Viewpoint Investment Partners
Alberta, Canada
$360K
WWA
3183
Wingate Wealth Advisors
Massachusetts
$359K
KA
3184
Kooman & Associates
Pennsylvania
$358K
AAMC
3185
Asset Allocation & Management Company
Illinois
$358K
RMF
3186
Red Mountain Financial
Colorado
$357K
GP
3187
Guardian Partners
Canada
$357K
LIA
3188
LBMC Investment Advisors
Tennessee
$356K
OIS
3189
Okabena Investment Services
Minnesota
$356K
MFS
3190
Madrona Financial Services
Washington
$355K
BF
3191
bLong Financial
Tennessee
$355K
CWA
3192
Clearview Wealth Advisors
Oregon
$355K
MCA
3193
Maryland Capital Advisors
Maryland
$353K
SNBOSD
3194
Security National Bank of So Dak
Iowa
$353K
ACM
3195
Avos Capital Management
Washington
$353K
RBC
3196
Roble Belko & Company
Pennsylvania
$353K
LBWM
3197
Left Brain Wealth Management
Illinois
$353K
PIM
3198
Provident Investment Management
Michigan
$353K
OC
3199
Optima Capital
Oregon
$353K
CWA
3200
Clarity Wealth Advisors
California
$351K