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Procter & Gamble

3,908 hedge funds and large institutions have $255B invested in Procter & Gamble in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,564 increasing their positions, 1,744 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $268B → $255B (-$13.6B)

10% less repeat investments, than reductions

Existing positions increased: 1,564 | Existing positions reduced: 1,744

38% less funds holding in top 10

Funds holding in top 10: 213133 (-80)

Holders
3,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
133
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.85B
Puts
$1.75B
Net Calls
Net Calls Change

Top Buyers

1 +$881M
2 +$835M
3 +$508M
4
Citadel Advisors
Citadel Advisors
Florida
+$481M
5
Invesco
Invesco
Georgia
+$459M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
1301
Jericho Financial
Ohio
$4.07M
UF
1302
Univest Financial
Pennsylvania
$4.07M
CRCM
1303
Crystal Rock Capital Management
Illinois
$4.04M
CAM
1304
Cypress Asset Management
Texas
$4.04M
AAS
1305
Annex Advisory Services
Wisconsin
$4.04M
IAG
1306
Investmark Advisory Group
Connecticut
$4.03M
NED
1307
Nancy E. Dempze
$4.03M
PFBT
1308
Parkside Financial Bank & Trust
Missouri
$4.03M
MPWS
1309
McCarter Private Wealth Services
Massachusetts
$4.03M
BCFD
1310
Boit C.F. David
$4.03M
TAP
1311
Tounjian Advisory Partners
Florida
$4.02M
FFM
1312
Forum Financial Management
Illinois
$4.01M
VWM
1313
Valley Wealth Managers
New Jersey
$4M
BL
1314
BFSG LLC
California
$4M
EM
1315
Excalibur Management
Massachusetts
$3.99M
FWM
1316
Finer Wealth Management
Massachusetts
$3.97M
GF
1317
Gries Financial
Ohio
$3.97M
FFWM
1318
Future Financial Wealth Management
Ohio
$3.95M
RCA
1319
Ranch Capital Advisors
Florida
$3.95M
PWP
1320
Private Wealth Partners
California
$3.94M
CA
1321
CGN Advisors
Kansas
$3.93M
PFS
1322
Physicians Financial Services
North Carolina
$3.92M
EPAM
1323
Evelyn Partners Asset Management
$3.92M
BWAM
1324
Boyd Watterson Asset Management
Ohio
$3.9M
BFO
1325
Biltmore Family Office
North Carolina
$3.9M