We are live on ! Find out more
PG icon

Procter & Gamble

4,003 hedge funds and large institutions have $273B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 475 funds opening new positions, 1,587 increasing their positions, 1,518 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 475 | Existing positions closed: 120

31% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $1.99B

8% more funds holding

Funds holding: 3,7194,003 (+284)

5% more repeat investments, than reductions

Existing positions increased: 1,587 | Existing positions reduced: 1,518

0.3% more ownership

Funds ownership: 67.62%67.92% (+0.3%)

1% less capital invested

Capital invested by funds: $274B → $273B (-$1.6B)

6% less funds holding in top 10

Funds holding in top 10: 205192 (-13)

Holders
4,003
Holders Change
+284
Holders Change %
+7.64%
% of All Funds
52.72%
Holding in Top 10
192
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.34%
% of All Funds
2.53%
New
475
Increased
1,587
Reduced
1,518
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1976
HMS Capital Management
Tennessee
$1.72M -$22K -129 -1%
CM
1977
Crestline Management
Texas
$1.72M -$297K -1,746 -15%
ISWM
1978
Independent Solutions Wealth Management
New York
$1.72M +$12.1K +71 +0.7%
MCA
1979
MSH Capital Advisors
Arizona
$1.72M -$70.8K -416 -4%
CFO
1980
CVA Family Office
Colorado
$1.71M +$81.8K +480 +5%
WHCI
1981
W.H. Cornerstone Investments
Massachusetts
$1.71M -$70K -411 -4%
ATFA
1982
All Terrain Financial Advisors
Minnesota
$1.7M +$54.8K +322 +3%
SGK
1983
Steigerwald Gordon & Koch
Virginia
$1.7M -$19.9K -117 -1%
WFM
1984
Wolff Financial Management
Michigan
$1.7M +$511 +3 +0%
BB
1985
Bell Bank
North Dakota
$1.7M +$39.9K +234 +2%
LFA
1986
Lauterbach Financial Advisors
Texas
$1.69M +$1.19K +7 +0.1%
PPWP
1987
Premier Path Wealth Partners
New Jersey
$1.69M +$50.8K +298 +3%
BWM
1988
BKM Wealth Management
Wisconsin
$1.68M +$6.13K +36 +0.4%
FIM
1989
Freedom Investment Management
Connecticut
$1.68M -$167K -980 -9%
YIM
1990
Yoffe Investment Management
Pennsylvania
$1.68M +$1.71M +10,042 New
IP
1991
Isthmus Partners
Wisconsin
$1.68M
NWM
1992
Northcape Wealth Management
New York
$1.68M -$8.18K -48 -0.5%
ALC
1993
Alexander Labrunerie & Co
Missouri
$1.68M -$6.64K -39 -0.4%
CCA
1994
Corps Capital Advisors
Texas
$1.68M +$1.71M +10,020 New
HWA
1995
HCR Wealth Advisors
California
$1.68M -$4.94K -29 -0.3%
BRCM
1996
Bright Rock Capital Management
Massachusetts
$1.68M +$1.7M +10,000 New
CWA
1997
CJM Wealth Advisers
Virginia
$1.68M -$101K -592 -6%
BL
1998
Balentine LLC
Georgia
$1.67M -$659K -3,871 -28%
PFA
1999
Plotkin Financial Advisors
Maryland
$1.67M
IRAG
2000
Investment Research & Advisory Group
Georgia
$1.67M +$63K +370 +4%

PG Hedge Fund Activity: Q4 2024 in Review

4,003 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2024, worth a combined $273B — down 0.58% from $274B a quarter earlier.

Buyers outnumbered sellers: 475 funds opened new PG positions and 120 closed out — a net gain of 355 holders — while 1,587 added to existing stakes and 1,518 trimmed.

The largest buyer was BlackRock, adding an estimated $2.17B. The largest seller was GQG Partners, cutting an estimated $733M.

  • 4,003 institutional investors held Procter & Gamble (PG) as of Q4 2024, up from 3,719 in Q3 2024.
  • Funds reported $273B of Procter & Gamble stock for Q4 2024, down 0.58% quarter-over-quarter.
  • 475 funds opened new Procter & Gamble positions in Q4 2024 and 120 closed out, a net change of +355 holders.
  • The largest Procter & Gamble buyer in Q4 2024 was BlackRock, an estimated $2.17B added.
  • The largest Procter & Gamble seller in Q4 2024 was GQG Partners, an estimated $733M sold.

Based on aggregated 13F filings for Q4 2024.