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Procter & Gamble
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$678M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$383M
4
Invesco
Invesco
Georgia
+$380M
5
BlackRock
BlackRock
New York
+$337M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$530M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$335M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$299M
5
Capital World Investors
Capital World Investors
California
-$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHWM
3751
Hiley Hunt Wealth Management
Nebraska
$203K – – –
SOAG
3752
Silver Oak Advisory Group
Oregon
$203K – – –
PCM
3753
Piedmont Capital Management
Montana
$203K – – –
JFGLC
3754
Johnson Financial Group LLC (Colorado)
Colorado
$202K +$202K +1,188 New
CIR
3755
Clear Investment Research
Georgia
$202K -$682 -4 -0.3%
CPP
3756
Capasso Planning Partners
South Carolina
$202K +$202K +1,183 New
AFS
3757
Axiom Financial Strategies
Indiana
$201K +$201K +1,182 New
CA
3758
Cache Advisors
California
$201K +$201K +1,182 New
LAM
3759
Lifestyle Asset Management
Texas
$201K +$201K +1,182 New
RFS
3760
Retirement Financial Solutions
Tennessee
$201K +$201K +1,182 New
LWM
3761
Luminvest Wealth Management
Arizona
$201K +$201K +1,182 New
BWM
3762
Benchmark Wealth Management
Connecticut
$201K +$201K +1,181 New
PWH
3763
Priebe Wealth Holdings
Minnesota
$201K -$10.9K -64 -5%
AWM
3764
Arista Wealth Management
Nevada
$201K +$201K +1,180 New
KNFPWM
3765
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$201K +$201K +1,195 New
TC
3766
Trust Company
Kansas
$200K +$12.8K +75 +7%
PWS
3767
Peterson Wealth Services
Utah
$199K -$2.73K -16 -1%
ETS
3768
ESL Trust Services
New York
$199K – – –
BFS
3769
Burkett Financial Services
South Carolina
$198K +$1.19K +7 +0.6%
HIW
3770
Holos Integrated Wealth
Pennsylvania
$194K – – –
DFA
3771
DHJJ Financial Advisors
Illinois
$191K – – –
MG
3772
MilWealth Group
Wisconsin
$190K – – –
CFG
3773
CKW Financial Group
Hawaii
$189K – – –
OAJ
3774
Ogorek Anthony Joseph
New York
$183K +$119K +696 +184%
AAMU
3775
AEGON Asset Management (UK)
United Kingdom
$183K +$167K +981 +1,044%
149 150
151
152 153