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Procter & Gamble

3,876 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, 1,510 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: 1,510 | Existing positions reduced: 1,778

23% less funds holding in top 10

Funds holding in top 10: 134103 (-31)

Holders
3,876
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
BRM
926
Boston Research & Management
Massachusetts
$7.59M
QCM
927
Qsemble Capital Management
New York
$7.59M
KWA
928
Kellett Wealth Advisors
Ohio
$7.55M
BHIA
929
Birch Hill Investment Advisors
Massachusetts
$7.5M
NCM
930
Nelson Capital Management
California
$7.48M
CWS
931
Confluence Wealth Services
Pennsylvania
$7.47M
AC
932
Addison Capital
Pennsylvania
$7.42M
MWM
933
Mission Wealth Management
California
$7.4M
BWP
934
Baldwin Wealth Partners
Massachusetts
$7.39M
CNBTD
935
Citizens National Bank Trust Department
Mississippi
$7.36M
LNWWM
936
Laird Norton Wetherby Wealth Management
California
$7.36M
LFAS
937
Level Four Advisory Services
Texas
$7.36M
TF
938
Tompkins Financial
New York
$7.35M
SWP
939
Sagespring Wealth Partners
Tennessee
$7.34M
MLL
940
Moody Lynn & Lieberson
Massachusetts
$7.33M
CA
941
CoreCap Advisors
Michigan
$7.32M
CCM
942
Crew Capital Management
Ohio
$7.3M
MYIA
943
Mount Yale Investment Advisors
Colorado
$7.28M
NGA
944
Naples Global Advisors
Florida
$7.27M
DWT
945
Dorsey & Whitney Trust
South Dakota
$7.27M
JWM
946
JGP Wealth Management
Oregon
$7.26M
CFSG
947
Community Financial Services Group
Vermont
$7.25M
ICP
948
Impact Capital Partners
Colorado
$7.24M
CAM
949
Carret Asset Management
New York
$7.21M
WAS
950
WESPAC Advisors SoCal
California
$7.2M