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Procter & Gamble

3,879 hedge funds and large institutions have $255B invested in Procter & Gamble in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,552 increasing their positions, 1,731 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,879
Holders Change
-79
Holders Change %
-2%
% of All Funds
51.98%
Holding in Top 10
134
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-37.09%
% of All Funds
1.8%
New
166
Increased
1,552
Reduced
1,731
Closed
165
Calls
$2.85B
Puts
$1.75B
Net Calls
+$1.09B
Net Calls Change
-$53.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
1926
Wellington Shields Capital Management
New York
$1.68M -$961K -6,030 -36%
CWP
1927
CFM Wealth Partners
Texas
$1.68M +$71.9K +451 +4%
SL
1928
Sentry LLC
Tennessee
$1.67M
BAAM
1929
Baker Avenue Asset Management
California
$1.67M -$41.3K -259 -2%
CCA
1930
Childress Capital Advisors
Texas
$1.67M +$284K +1,780 +20%
NL
1931
NVWM LLC
Pennsylvania
$1.67M +$170K +1,069 +11%
FHWM
1932
Fox Hill Wealth Management
Massachusetts
$1.67M +$3.82K +24 +0.2%
DA
1933
Denali Advisors
California
$1.67M -$885K -5,557 -35%
WMA
1934
West Michigan Advisors
Michigan
$1.66M +$59.7K +375 +4%
GA
1935
GoalVest Advisory
New York
$1.66M +$35.2K +221 +2%
WP
1936
WealthShield Partners
North Carolina
$1.66M -$32.8K -206 -2%
PBK
1937
Peoples Bank (Kansas)
Kansas
$1.66M
GIM
1938
Guardian Investment Management
California
$1.66M -$717K -4,500 -30%
FCM
1939
Fourpath Capital Management
Oklahoma
$1.66M -$23.7K -149 -1%
PEAK6
1940
PEAK6
Illinois
$1.65M +$1.65M +10,353 New
SWM
1941
Sterling Wealth Management
Illinois
$1.64M +$1.64M +10,324 New
SM
1942
Samjo Management
New York
$1.64M +$192K +1,205 +13%
MCA
1943
MSH Capital Advisors
Arizona
$1.64M +$6.21K +39 +0.4%
CFO
1944
CVA Family Office
Colorado
$1.64M -$17K -107 -1%
IP
1945
Isthmus Partners
Wisconsin
$1.64M +$57.5K +361 +4%
HCM
1946
Hutchinson Capital Management
California
$1.64M -$17.8K -112 -1%
KA
1947
KLCM Advisors
Wisconsin
$1.64M -$52.7K -331 -3%
NL
1948
Navalign LLC
California
$1.63M -$66.4K -417 -4%
TCBWMS
1949
Texas Capital Bank Wealth Management Services
Texas
$1.63M +$7.49K +47 +0.5%
ZBNA
1950
Zions Bancorporation, National Association
Utah
$1.63M +$15.8K +99 +1%