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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 %
LWA
3376
Lifelong Wealth Advisors
Minnesota
$329K +$2.56K +15 +0.8%
EWM
3377
Elevatus Welath Management
New York
$329K -$26.1K -153 -7%
RC
3378
RBO & Co
California
$328K
PFWA
3379
Paces Ferry Wealth Advisors
Georgia
$327K -$341 -2 -0.1%
CCA
3380
Carrera Capital Advisors
Michigan
$326K +$34.6K +203 +12%
FWA
3381
FORM Wealth Advisors
Wisconsin
$326K +$326K +1,915 New
WWA
3382
Wingate Wealth Advisors
Massachusetts
$326K -$102K -596 -24%
HWM
3383
Howard Wealth Management
Connecticut
$325K -$1.88K -11 -0.6%
FIC
3384
Family Investment Center
Missouri
$325K
CGFA
3385
Colton Groome Financial Advisors
North Carolina
$324K
KWM
3386
Kiker Wealth Management
Georgia
$324K +$12.3K +72 +4%
PWA
3387
Provenance Wealth Advisors
Florida
$324K
MC
3388
Miramar Capital
Illinois
$322K
BLAM
3389
Bourne Lent Asset Management
New York
$322K
JFG
3390
JMG Financial Group
Illinois
$322K
PAS
3391
PKS Advisory Services
New York
$321K +$22.1K +130 +7%
OLA
3392
Oliver Luxxe Assets
New Jersey
$320K -$334K -1,960 -51%
WCA
3393
Westover Capital Advisors
Delaware
$320K -$11.1K -65 -3%
IHWM
3394
Iron Horse Wealth Management
Iowa
$319K +$15.3K +90 +5%
NCM
3395
Next Capital Management
New York
$319K -$143K -842 -31%
AF
3396
Atala Financial
California
$318K
UAML
3397
US Asset Management LLC
Pennsylvania
$318K
RFN
3398
RDA Financial Network
Iowa
$318K +$36K +211 +13%
AFW
3399
Avantra Family Wealth
Pennsylvania
$317K +$170 +1 +0.1%
CAAM
3400
Cornerstone Advisors Asset Management
Pennsylvania
$317K -$1.36K -8 -0.4%