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Procter & Gamble
PG

3,984 hedge funds and large institutions have $232B invested in Procter & Gamble in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 1,696 increasing their positions, 1,662 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.23B | Put options by funds: $1.81B

18% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 190

2% more repeat investments, than reductions

Existing positions increased: 1,696 | Existing positions reduced: 1,662

1% more capital invested

Capital invested by funds: $230B → $232B (+$2.47B)

0.31% more ownership

Funds ownership: 68.51% → 68.83% (+0.31%)

1% less funds holding

Funds holding: 4,022 → 3,984 (-38)

14% less funds holding in top 10

Funds holding in top 10: 84 → 72 (-12)

Holders
3,984
Holders Change
-38
Holders Change %
-0.94%
% of All Funds
49.03%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
0.89%
New
224
Increased
1,696
Reduced
1,662
Closed
190
Calls
$2.23B
Puts
$1.81B
Net Calls
+$417M
Net Calls Change
+$135M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.42B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.97B
3
Franklin Resources
Franklin Resources
California
+$595M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$512M
5
Capital World Investors
Capital World Investors
California
+$460M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$518M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$475M
3
GQG Partners
GQG Partners
Florida
-$475M
4
Renaissance Technologies
Renaissance Technologies
New York
-$428M
5
Capital International Investors
Capital International Investors
California
-$399M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3951
Kerr Financial Planning
California
$11.9K +$152 +1 +1%
PWA
3952
Portus Wealth Advisors
North Carolina
$11K +$11.5K +76 New
BWM
3953
Benson Wealth Management
Tennessee
$10.8K -$1.67K -11 -13%
ATC
3954
Advantage Trust Company
Kansas
$10.8K – – –
KCM
3955
Key Capital Management
Tennessee
$10.6K +$6.37K +42 +131%
SC
3956
Swan Capital
Florida
$9.97K -$303 -2 -3%
NWMP
3957
Noble Wealth Management PBC
Colorado
$9.39K -$5.31K -35 -35%
GC
3958
Gould Capital
Washington
$9.1K – – –
TCM
3959
Tanaka Capital Management
New York
$9K – – –
UFF
3960
USA Financial Formulas
Michigan
$8.81K +$9.25K +61 New
WFA
3961
West Financial Advisors
Iowa
$7.22K – – –
IPS
3962
Investors Portfolio Services
Washington
$6.6K +$1.82K +12 +35%
MWA
3963
Merkkuri Wealth Advisors
New York
$6.56K +$6.82K +45 New
DRP
3964
Decker Retirement Planning
Utah
$6.21K – – –
FLP
3965
Financial Life Planners
Arizona
$6.06K +$6.37K +42 New
MWC
3966
MBM Wealth Consultants
Missouri
$5.49K +$5.76K +38 New
WPWM
3967
Western Pacific Wealth Management
Illinois
$5.2K – – –
HI
3968
Hoey Investments
Pennsylvania
$4.91K – – –
MDCM
3969
Morgan Dempsey Capital Management
Wisconsin
$4.77K -$15K -99 -75%
SA
3970
Seneschal Advisors
Washington
$4K +$152 +1 +4%
AS
3971
Altshuler Shaham
Israel
$3.9K -$152 -1 -4%
TM
3972
Torren Management
California
$3.63K -$50K -330 -93%
BA
3973
Bard Associates
Illinois
$3.47K +$3.64K +24 New
VAI
3974
Vanguard Advisers Inc
Pennsylvania
$3.18K +$3.33K +22 New
TWM
3975
TopTier Wealth Management
Wisconsin
$2.6K +$2.73K +18 New
157 158
159
160 161

PG Hedge Fund Activity: Q1 2026 in Review

3,984 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2026, worth a combined $232B — up 1.1% from $230B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new PG positions and 190 closed out — a net gain of 34 holders — while 1,696 added to existing stakes and 1,662 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.42B. The largest seller was Assenagon Asset Management, cutting an estimated $518M.

  • 3,984 institutional investors held Procter & Gamble (PG) as of Q1 2026, down from 4,022 in Q4 2025.
  • Funds reported $232B of Procter & Gamble stock for Q1 2026, up 1.1% quarter-over-quarter.
  • 224 funds opened new Procter & Gamble positions in Q1 2026 and 190 closed out, a net change of +34 holders.
  • The largest Procter & Gamble buyer in Q1 2026 was Charles Schwab, an estimated $3.42B added.
  • The largest Procter & Gamble seller in Q1 2026 was Assenagon Asset Management, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2026.