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Procter & Gamble

3,392 hedge funds and large institutions have $231B invested in Procter & Gamble in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,402 increasing their positions, 1,439 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,392
Holders Change
+34
Holders Change %
+1.01%
% of All Funds
53.49%
Holding in Top 10
268
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.3%
% of All Funds
4.23%
New
154
Increased
1,402
Reduced
1,439
Closed
95
Calls
$2.53B
Puts
$1.43B
Net Calls
+$1.11B
Net Calls Change
+$255M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
2001
Valley National Advisers
Pennsylvania
$1.31M +$7.9K +52 +0.6%
AA
2002
Apriem Advisors
California
$1.31M -$23.5K -155 -2%
FB
2003
First Bancorp
Maine
$1.3M -$16.7K -110 -1%
AIM
2004
Athena Investment Management
California
$1.3M -$184K -1,212 -12%
ARMT
2005
Amica Retiree Medical Trust
Rhode Island
$1.3M -$83.1K -548 -6%
OP
2006
ORG Partners
Indiana
$1.3M -$349K -2,296 -21%
CFCI
2007
Comprehensive Financial Consultants Institutional
Indiana
$1.3M +$16.7K +112 +1%
SPW
2008
Sonoma Private Wealth
California
$1.3M +$48.1K +317 +4%
BKA
2009
Brick & Kyle Associates
Pennsylvania
$1.3M -$27.3K -179 -2%
IIL
2010
Insight Inv LLC
California
$1.29M -$2.58K -17 -0.2%
GC
2011
Gratus Capital
Georgia
$1.29M +$8.35K +55 +0.6%
SIG
2012
Spinnaker Investment Group
California
$1.29M -$2.73K -18 -0.2%
DWM
2013
Dorchester Wealth Management
Quebec, Canada
$1.29M -$45.5K -300 -3%
IWM
2014
Integris Wealth Management
California
$1.29M +$303 +2 +0%
TC
2015
TAP Consulting
Missouri
$1.29M -$45.4K -299 -3%
JDR
2016
Jay D. Rosenbaum
$1.29M +$36.4K +240 +3%
KP
2017
Keel Point
Alabama
$1.29M +$113K +742 +10%
CG
2018
Cynosure Group
Utah
$1.28M +$1.28M +8,452 New
LHC
2019
Little House Capital
Massachusetts
$1.28M +$45.5K +300 +4%
SAF
2020
Smith Anglin Financial
Texas
$1.28M +$134K +880 +12%
BEI
2021
Benjamin Edwards Inc
Missouri
$1.28M -$115K -758 -8%
HFP
2022
Holistic Financial Partners
Indiana
$1.27M -$49.3K -325 -4%
APW
2023
Acima Private Wealth
Virginia
$1.27M -$4.86K -32 -0.4%
GL
2024
GHE LLC
Tennessee
$1.27M -$2.58K -17 -0.2%
ERWM
2025
Elk River Wealth Management
Colorado
$1.27M