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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 %
WN
3276
Williams & Novak
California
$291K
MAM
3277
Marotta Asset Management
Virginia
$291K -$26.7K -154 -8%
MA
3278
Mezzasalma Advisors
New Jersey
$291K
MWM
3279
MY Wealth Management
Maryland
$291K
UFA
3280
US Financial Advisors
Massachusetts
$290K +$520 +3 +0.2%
WAM
3281
WealthTrust Asset Management
Florida
$290K -$51.6K -298 -15%
CWM
3282
Capital Wealth Management
Rhode Island
$290K -$21.7K -125 -7%
MC
3283
Matisse Capital
Oregon
$290K
OA
3284
Operose Advisors
Wisconsin
$289K
SWP
3285
Significant Wealth Partners
Illinois
$289K +$36.5K +211 +14%
SPA
3286
Sherbrooke Park Advisers
New York
$288K -$1.14M -6,604 -80%
RAM
3287
Ramirez Asset Management
New York
$288K
SWC
3288
Spectrum Wealth Counsel
Indiana
$287K -$2.77K -16 -1%
AWM
3289
Act Wealth Management
Texas
$287K -$18.9K -109 -6%
AWM
3290
Austin Wealth Management
Texas
$285K -$1.02K -6 -0.4%
BIMC
3291
Benson Investment Management Company
Virginia
$285K
MPCA
3292
Madison Park Capital Advisors
Washington
$284K +$6.93K +40 +2%
RBC
3293
Roble Belko & Company
Pennsylvania
$284K
EWA
3294
ERTS Wealth Advisors
Michigan
$284K -$58.2K -336 -17%
YWS
3295
Yarger Wealth Strategies
Ohio
$283K +$33.6K +194 +13%
MBI
3296
May Barnhard Investments
Maryland
$283K -$9.53K -55 -3%
CFP
3297
Cypress Financial Planning
New Jersey
$282K +$4.33K +25 +2%
MAM
3298
MWA Asset Management
Massachusetts
$282K
LWM
3299
Lodestone Wealth Management
Washington
$281K -$21.5K -124 -7%
FPCG
3300
Forum Private Client Group
Indiana
$281K +$5.02K +29 +2%