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Procter & Gamble

3,849 hedge funds and large institutions have $240B invested in Procter & Gamble in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,496 increasing their positions, 1,770 reducing their positions, and 165 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:

6% less capital invested

Capital invested by funds: $255B → $240B (-$14.8B)

15% less repeat investments, than reductions

Existing positions increased: 1,496 | Existing positions reduced: 1,770

23% less funds holding in top 10

Funds holding in top 10: 133103 (-30)

Holders
3,849
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
PWP
1301
Private Wealth Partners
California
$3.79M
CC
1302
Constitution Capital
Connecticut
$3.79M
FRA
1303
Frank Rimerman Advisors
California
$3.79M
DCM
1304
Delta Capital Management
New Jersey
$3.78M
AWA
1305
Arete Wealth Advisors
Illinois
$3.78M
UF
1306
Univest Financial
Pennsylvania
$3.76M
RIL
1307
Rothschild Investment LLC
Illinois
$3.76M
CIG
1308
Cullen Investment Group
Louisiana
$3.75M
MFGM
1309
Marshall Financial Group (Maryland)
Maryland
$3.75M
SCM
1310
Schnieders Capital Management
California
$3.74M
CBA
1311
Coastal Bridge Advisors
Connecticut
$3.74M
AAS
1312
Annex Advisory Services
Wisconsin
$3.74M
RCA
1313
Resonant Capital Advisors
Wisconsin
$3.73M
WC
1314
Westerkirk Capital
$3.72M
EB
1315
Exchange Bank
California
$3.71M
MC
1316
Maverick Capital
Texas
$3.7M
MDCM
1317
Morgan Dempsey Capital Management
Wisconsin
$3.7M
BTD
1318
BankPlus Trust Department
Mississippi
$3.7M
AO
1319
Advisor OS
Illinois
$3.7M
BFW
1320
Brady Family Wealth
Missouri
$3.7M
CCA
1321
Checchi Capital Advisers
California
$3.67M
FAP
1322
Financial Advisory Partners
Florida
$3.66M
RZH
1323
Relyea Zuckerberg Hanson
Connecticut
$3.66M
PAM
1324
Panagora Asset Management
Massachusetts
$3.64M
BMWM
1325
Brown Miller Wealth Management
Virginia
$3.63M