PG icon

Procter & Gamble
PG

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 %
FM
751
Foster & Motley
Ohio
$11.5M -$933K -5,474 -7%
EPIMS
752
Evelyn Partners Investment Management Services
$11.5M +$11.5M +12,343 New
HBWM
753
Hollow Brook Wealth Management
New York
$11.4M -$22.2K -130 -0.2%
PWM
754
Perigon Wealth Management
California
$11.4M -$182K -1,066 -2%
KCPG
755
Kavar Capital Partners Group
Kansas
$11.4M +$39.5K +232 +0.3%
JIC
756
Joel Isaacson & Co
New York
$11.4M -$31.4K -184 -0.3%
HS
757
Horan Securities
United States
$11.4M +$3.22M +18,874 +39%
CIC
758
Carnegie Investment Counsel
Ohio
$11.4M +$1.8M +11,140 +19%
BWL
759
Bogart Wealth LLC
Virginia
$11.3M +$390K +2,290 +4%
AP
760
Appleton Partners
Massachusetts
$11.3M +$131K +770 +1%
TCWA
761
Turtle Creek Wealth Advisors
Texas
$11.3M +$5.28M +30,974 +88%
AIMCA
762
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.2M +$2.31M +13,580 +26%
AIA
763
Allied Investment Advisors
Montana
$11.2M +$639K +3,749 +6%
CAMG
764
CWA Asset Management Group
Florida
$11.2M +$3.45M +20,239 +45%
AIM
765
Allen Investment Management
New York
$11.2M – – –
PA
766
Procyon Advisors
Connecticut
$11.2M +$209K +1,226 +2%
CG
767
Caprock Group
Idaho
$11.2M +$474K +2,782 +4%
S
768
SignatureFD
Georgia
$11.2M +$158K +929 +1%
TSS
769
Thomas Story & Son
Indiana
$11.1M +$194K +1,136 +2%
SS
770
Sunbelt Securities
Texas
$11.1M -$543K -3,184 -5%
AIM
771
Anchor Investment Management
South Carolina
$11.1M +$3.75K +22 +0%
PJSIMP
772
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.1M -$26.4K -155 -0.2%
FMC
773
First Merchants Corp
Indiana
$11M -$121K -708 -1%
MWM
774
Modern Wealth Management
Kansas
$11M +$1.45M +8,480 +15%
PA
775
Parallel Advisors
California
$11M +$33.9K +199 +0.3%
29 30
31
32 33