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Procter & Gamble

3,688 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, 1,552 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,688
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.35%
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
1,552
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 %
KFP
3576
Keener Financial Planning
Texas
$109K
VWA
3577
Valued Wealth Advisors
Utah
$105K +$10.6K +61 +11%
LFA
3578
LGT Financial Advisors
Texas
$105K -$17.5K -101 -14%
RFG
3579
REAP Financial Group
Texas
$102K +$27.4K +158 +37%
PAG
3580
Paladin Advisory Group
Iowa
$98.4K
CFS
3581
CGC Financial Services
Oregon
$96.8K +$33.8K +195 +54%
TCM
3582
TruNorth Capital Management
Michigan
$96.3K +$41.2K +238 +75%
NMG
3583
New Millennium Group
Utah
$96K
TCM
3584
Tributary Capital Management
Nebraska
$94.6K -$1.56K -9 -2%
EA
3585
Evolution Advisers
Virginia
$93K
PCWA
3586
Pacific Capital Wealth Advisors
California
$88.2K -$10.4K -60 -11%
EFP
3587
EnRich Financial Partners
Wisconsin
$86.7K +$173 +1 +0.2%
BGC
3588
Beutel, Goodman & Co
Ontario, Canada
$86K +$86K +500 New
TLA
3589
Tanglewood Legacy Advisors
Texas
$83K
IFS
3590
Intelligent Financial Strategies
Minnesota
$80.7K
IA
3591
IFS Advisors
Kansas
$80.7K
ETS
3592
ESL Trust Services
New York
$80.5K
SFO
3593
Standard Family Office
South Dakota
$80K
HFS
3594
HBC Financial Services
Washington
$80K +$14.8K +89 +23%
AAG
3595
Accordant Advisory Group
Maryland
$79.8K +$28.1K +162 +54%
JFG
3596
JDM Financial Group
Texas
$79K +$18K +104 +30%
DP
3597
Denver PWM
Colorado
$76.1K -$1.73K -10 -2%
AW
3598
Avion Wealth
Texas
$76K +$5.53K +32 +8%
AIM
3599
Access Investment Management
Georgia
$75.7K
EPW
3600
Evergreen Private Wealth
Colorado
$75K