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Procter & Gamble

3,623 hedge funds and large institutions have $254B invested in Procter & Gamble in 2024 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 1,384 increasing their positions, 1,635 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,623
Holders Change
+68
Holders Change %
+1.91%
% of All Funds
52.51%
Holding in Top 10
215
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.44%
% of All Funds
3.12%
New
228
Increased
1,384
Reduced
1,635
Closed
115
Calls
$2.51B
Puts
$1.91B
Net Calls
+$603M
Net Calls Change
+$192M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2001
Palumbo Wealth Management
New York
$1.44M -$17.4K -107 -1%
OIM
2002
Opus Investment Management
Massachusetts
$1.44M
CAM
2003
Cubic Asset Management
Massachusetts
$1.44M
PCMC
2004
Paragon Capital Management (Colorado)
Colorado
$1.44M -$11.5K -71 -0.8%
ACI
2005
Alpha Cubed Investments
California
$1.44M -$76.4K -471 -5%
CCA
2006
Cora Capital Advisors
New Jersey
$1.44M +$324 +2 +0%
FBFS
2007
First Business Financial Services
Wisconsin
$1.44M +$84.9K +523 +6%
WCM
2008
WealthBridge Capital Management
Ohio
$1.44M -$7.46K -46 -0.5%
RWM
2009
Revisor Wealth Management
Ohio
$1.43M +$1.04M +6,724 +262%
BFA
2010
Buttonwood Financial Advisors
Maryland
$1.43M -$67.3K -415 -4%
CC
2011
Cadinha & Co
Hawaii
$1.43M -$92.5K -570 -6%
BFG
2012
Beacon Financial Group
Texas
$1.43M -$65.7K -405 -4%
AC
2013
Arjuna Capital
North Carolina
$1.43M -$4.22M -26,011 -75%
PAM
2014
Paradigm Asset Management
New York
$1.43M
FB
2015
First Bancorp
Maine
$1.43M +$38.8K +239 +3%
WAM
2016
WNY Asset Management
New York
$1.42M -$8.76K -54 -0.6%
CWM
2017
Centric Wealth Management
Illinois
$1.42M +$14K +86 +1%
MFWP
2018
Mosaic Family Wealth Partners
Missouri
$1.42M +$185K +1,142 +15%
HP
2019
Hilltop Partners
Indiana
$1.42M +$239K +1,470 +20%
TW
2020
Towerpoint Wealth
California
$1.42M -$162 -1 -0%
BWP
2021
Barlow Wealth Partners
Kentucky
$1.42M +$45K +290 +3%
WC
2022
Waterloo Capital
Texas
$1.41M +$396K +2,440 +39%
WF
2023
Wayfinding Financial
Washington
$1.41M +$53.3K +323 +4%
ACM
2024
Ategra Capital Management
Virginia
$1.41M
MWA
2025
Monograph Wealth Advisors
California
$1.41M +$1.07M +6,612 +320%