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Procter & Gamble

3,358 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,470 increasing their positions, 1,363 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-25
Holders Change %
-0.74%
% of All Funds
53.75%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.53%
New
161
Increased
1,470
Reduced
1,363
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
AAA
2001
Adams Asset Advisors
Texas
$1.26M
IWM
2002
Integris Wealth Management
California
$1.26M -$5.65K -38 -0.4%
GC
2003
Gratus Capital
Georgia
$1.26M -$495K -3,328 -28%
EWM
2004
Elmwood Wealth Management
California
$1.26M +$45.9K +309 +4%
APW
2005
Acima Private Wealth
Virginia
$1.25M +$8.92K +60 +0.7%
QWM
2006
QP Wealth Management
New Jersey
$1.25M -$37.3K -251 -3%
CSI
2007
Cross Staff Investments
New York
$1.25M
D
2008
Diversified
Delaware
$1.25M +$2.97K +20 +0.2%
CWM
2009
Centric Wealth Management
Illinois
$1.25M +$13.2K +89 +1%
GL
2010
GHE LLC
Tennessee
$1.25M +$27.4K +184 +2%
VCM
2011
Violich Capital Management
California
$1.25M
AIIMS
2012
Analyst IMS Investment Management Services
Israel
$1.25M +$1.92K +13 +0.2%
MIM
2013
Moseley Investment Management
Florida
$1.25M +$22.3K +150 +2%
BFA
2014
Buttonwood Financial Advisors
Maryland
$1.25M -$12.5K -84 -1%
ERWM
2015
Elk River Wealth Management
Colorado
$1.25M -$15.6K -105 -1%
KOC
2016
Koss-Olinger Consulting
Florida
$1.24M +$197K +1,325 +19%
WAM
2017
WNY Asset Management
New York
$1.24M -$55.8K -375 -4%
APW
2018
Aurora Private Wealth
New Jersey
$1.24M +$4.16K +28 +0.3%
WWM
2019
Wolff Wiese Magana
California
$1.24M -$892 -6 -0.1%
SJIM
2020
St. Johns Investment Management
Florida
$1.24M -$16.1K -108 -1%
SSW
2021
Smith Shellnut Wilson
Mississippi
$1.24M
HWA
2022
HCR Wealth Advisors
California
$1.23M +$3.87K +26 +0.3%
CRI
2023
Colonial River Investments
Virginia
$1.23M +$45.8K +308 +4%
AA
2024
Auxano Advisors
Washington
$1.23M +$23.2K +156 +2%
AFGAS
2025
Allegiance Financial Group Advisory Services
Virginia
$1.23M +$446 +3 +0%