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Procter & Gamble

3,957 hedge funds and large institutions have $272B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 459 funds opening new positions, 1,571 increasing their positions, 1,513 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
+268
Holders Change %
+7.26%
% of All Funds
52.67%
Holding in Top 10
191
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.91%
% of All Funds
2.54%
New
459
Increased
1,571
Reduced
1,513
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
1976
Freedom Investment Management
Connecticut
$1.68M -$164K -980 -9%
YIM
1977
Yoffe Investment Management
Pennsylvania
$1.68M +$1.68M +10,042 New
IP
1978
Isthmus Partners
Wisconsin
$1.68M
NWM
1979
Northcape Wealth Management
New York
$1.68M -$8.05K -48 -0.5%
ALC
1980
Alexander Labrunerie & Co
Missouri
$1.68M -$6.54K -39 -0.4%
CCA
1981
Corps Capital Advisors
Texas
$1.68M +$1.68M +10,020 New
HWA
1982
HCR Wealth Advisors
California
$1.68M -$4.86K -29 -0.3%
BRCM
1983
Bright Rock Capital Management
Massachusetts
$1.68M +$1.68M +10,000 New
CWA
1984
CJM Wealth Advisers
Virginia
$1.68M -$99.3K -592 -6%
BL
1985
Balentine LLC
Georgia
$1.67M -$649K -3,871 -28%
PFA
1986
Plotkin Financial Advisors
Maryland
$1.67M
IRAG
1987
Investment Research & Advisory Group
Georgia
$1.67M +$62K +370 +4%
MWM
1988
MOKAN Wealth Management
Kansas
$1.67M +$1.67M +9,945 New
FDS
1989
Freedom Day Solutions
Texas
$1.67M -$36K -215 -2%
PWM
1990
Palumbo Wealth Management
New York
$1.66M -$66.4K -396 -4%
WP
1991
WealthShield Partners
North Carolina
$1.66M -$70.4K -420 -4%
TW
1992
Traveka Wealth
California
$1.66M +$1.06M +6,328 +178%
WAG
1993
Winthrop Advisory Group
Massachusetts
$1.66M +$2.85K +17 +0.2%
HWA
1994
Heritage Wealth Advisors
Virginia
$1.65M -$233K -1,388 -12%
FAFN
1995
First Affirmative Financial Network
Colorado
$1.65M +$235K +1,399 +17%
IIC
1996
Integrated Investment Consultants
Michigan
$1.65M +$1.34M +7,992 +435%
CCM
1997
Chickasaw Capital Management
Tennessee
$1.65M -$4.19K -25 -0.3%
FA
1998
Fountainhead AM
New Jersey
$1.65M +$48.3K +288 +3%
WA
1999
Waddell & Associates
Tennessee
$1.64M
FB
2000
First Bancorp
Maine
$1.64M -$15.1K -90 -0.9%