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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 %
HWA
2001
Heartwood Wealth Advisors
Virginia
$1.54M +$27.9K +175 +2%
CCM
2002
Chickasaw Capital Management
Tennessee
$1.54M -$7.17K -45 -0.5%
HWA
2003
HCR Wealth Advisors
California
$1.54M -$54.7K -343 -3%
DMBA
2004
Deseret Mutual Benefit Administrators
Utah
$1.54M
HWA
2005
Heritage Wealth Advisors
Virginia
$1.54M -$8.76K -55 -0.6%
BFAG
2006
Blackston Financial Advisory Group
Florida
$1.54M +$16.1K +101 +1%
AI
2007
Arvest Investments
Arkansas
$1.53M -$3.51K -22 -0.2%
ATFA
2008
All Terrain Financial Advisors
Minnesota
$1.53M +$637 +4 +0%
HFP
2009
Holistic Financial Partners
Indiana
$1.53M -$13.5K -85 -0.9%
HWM
2010
Hohimer Wealth Management
Washington
$1.53M +$2.87K +18 +0.2%
GTAM
2011
Global Trust Asset Management
Florida
$1.52M -$11.8K -74 -0.8%
CWM
2012
Compass Wealth Management
Connecticut
$1.52M -$1.28K -8 -0.1%
TW
2013
Traveka Wealth
California
$1.52M -$132K -829 -8%
OBWG
2014
Onyx Bridge Wealth Group
New York
$1.52M -$51.3K -322 -3%
HFM
2015
Hartford Financial Management
Connecticut
$1.52M -$3.46M -21,725 -70%
BWM
2016
BKM Wealth Management
Wisconsin
$1.52M -$21.3K -134 -1%
BWM
2017
BankPlus Wealth Management
Mississippi
$1.52M +$27.1K +170 +2%
WAAG
2018
Wealth Alliance Advisory Group
Kansas
$1.52M -$2.87K -18 -0.2%
EIM
2019
Essex Investment Management
Massachusetts
$1.51M
GHAM
2020
Gilman Hill Asset Management
Connecticut
$1.5M +$24.2K +152 +2%
EAM
2021
Eukles Asset Management
Ohio
$1.5M -$19.9K -125 -1%
IHL
2022
Investment House LLC
California
$1.5M +$50.2K +315 +3%
PPWP
2023
Premier Path Wealth Partners
New Jersey
$1.5M -$44.9K -282 -3%
RP
2024
Rowlandmiller & Partners
Georgia
$1.5M +$159 +1 +0%
WPC
2025
White Pine Capital
Minnesota
$1.5M +$2.55K +16 +0.2%