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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
HFW
3576
Horizon Family Wealth
Illinois
$224K
AWM
3577
Ameliora Wealth Management
Switzerland
$224K
HWM
3578
Hobbs Wealth Management
Indiana
$224K
WOSD
3579
WFA of San Diego
California
$224K
BFWA
3580
Benchmark Financial Wealth Advisors
Florida
$224K
VAF
3581
Values Added Financial
District of Columbia
$224K
FC
3582
Fusion Capital
South Carolina
$224K
ARG
3583
Advisory Resource Group
Oklahoma
$224K
FWM
3584
Fonville Wealth Management
Virginia
$224K
WFA
3585
Websterrogers Financial Advisors
South Carolina
$224K
HWMC
3586
Heritage Wealth Management (California)
California
$223K
NLP
3587
Next Level Private
New York
$223K
SW
3588
SMART Wealth
Nebraska
$223K
RPGNY
3589
Retirement Planning Group (New York)
New York
$223K
GJIA
3590
Glass Jacobson Investment Advisors
Maryland
$222K
BW
3591
BostonPremier Wealth
Massachusetts
$222K
CL
3592
CLG LLC
California
$222K
NWP
3593
NerdWallet Wealth Partners
New York
$222K
GSF
3594
Grove Street Fiduciary
New Hampshire
$222K
AFP
3595
Alpha Financial Partners
Kentucky
$221K
PA
3596
Perennial Advisors
New York
$221K
SWM
3597
Shepherd Wealth Management
Ohio
$221K
RW
3598
Rede Wealth
Virginia
$221K
EBA
3599
Eagle Bay Advisors
New York
$221K
FWWM
3600
Fiscal Wisdom Wealth Management
Connecticut
$220K