PG icon

Procter & Gamble

3,385 hedge funds and large institutions have $224B invested in Procter & Gamble in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,406 increasing their positions, 1,426 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,385
Holders Change
-7
Holders Change %
-0.21%
% of All Funds
53.97%
Holding in Top 10
265
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.12%
% of All Funds
4.23%
New
152
Increased
1,406
Reduced
1,426
Closed
118
Calls
$2.23B
Puts
$1.44B
Net Calls
+$791M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
2001
Westbourne Investment Advisors
Maryland
$1.29M
PWSG
2002
Pacific Wealth Strategies Group
California
$1.29M +$320K +2,193 +33%
AMBIA
2003
Allen Mooney & Barnes Investment Advisors
Georgia
$1.29M +$231K +1,583 +22%
SMH
2004
Sanders Morris Harris
Texas
$1.29M -$12.6K -87 -1%
TW
2005
Towerpoint Wealth
California
$1.27M +$6.27K +43 +0.5%
NRG
2006
Nemes Rush Group
Michigan
$1.27M -$13.7K -94 -1%
PRC
2007
Pearl River Capital
Michigan
$1.27M +$1.27M +8,728 New
RWB
2008
RMR Wealth Builders
New Jersey
$1.27M +$433K +2,971 +52%
KP
2009
Keel Point
Alabama
$1.27M +$36.5K +250 +3%
HFP
2010
Holistic Financial Partners
Indiana
$1.27M +$45.8K +314 +4%
PCS
2011
Personal CFO Solutions
New Jersey
$1.27M +$65.8K +451 +5%
PF
2012
Phoenix Financial
Israel
$1.27M -$276K -1,876 -18%
SPW
2013
Sonoma Private Wealth
California
$1.27M +$17.5K +120 +1%
LCS
2014
Levin Capital Strategies
New York
$1.27M -$23.3K -160 -2%
ACM
2015
Ategra Capital Management
Virginia
$1.27M -$4.96K -34 -0.4%
BWA
2016
Burt Wealth Advisors
Maryland
$1.27M
CFCI
2017
Comprehensive Financial Consultants Institutional
Indiana
$1.27M -$9.04K -62 -0.7%
GLR
2018
Great Lakes Retirement
Ohio
$1.26M +$3.79K +26 +0.3%
V
2019
ViaWealth
Kansas
$1.26M -$122K -839 -9%
SAF
2020
Smith Anglin Financial
Texas
$1.26M +$32.2K +221 +3%
AWC
2021
Abundance Wealth Counselors
Pennsylvania
$1.26M +$1.26M +8,626 New
PMA
2022
Prudent Man Advisors
Illinois
$1.26M +$250K +1,716 +25%
C
2023
Certuity
Florida
$1.25M +$274K +1,877 +28%
ARMT
2024
Amica Retiree Medical Trust
Rhode Island
$1.25M
AIIMS
2025
Analyst IMS Investment Management Services
Israel
$1.25M +$12K +82 +1%