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Procter & Gamble

3,957 hedge funds and large institutions have $272B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 459 funds opening new positions, 1,571 increasing their positions, 1,513 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
+268
Holders Change %
+7.26%
% of All Funds
52.67%
Holding in Top 10
191
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.91%
% of All Funds
2.54%
New
459
Increased
1,571
Reduced
1,513
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M
Name Holding Trade Value Shares
Change
Shares
Change %
CWAG
2001
Compton Wealth Advisory Group
Virginia
$1.63M +$73.4K +438 +5%
WHG
2002
Westwood Holdings Group
Texas
$1.63M +$310K +1,848 +23%
FA
2003
Faithward Advisors
Pennsylvania
$1.63M +$5.87K +35 +0.4%
PWSG
2004
Pacific Wealth Strategies Group
California
$1.63M +$11.4K +68 +0.7%
FBB
2005
Fulton Breakefield Broenniman
Maryland
$1.63M -$3.02K -18 -0.2%
AI
2006
Atom Investors
Texas
$1.63M -$2.25M -13,402 -58%
CI
2007
CacheTech Inc
Utah
$1.63M +$1.42M +8,473 +686%
BFG
2008
Berger Financial Group
Minnesota
$1.63M -$126K -751 -7%
SP
2009
Successful Portfolios
Florida
$1.63M -$7.54K -45 -0.5%
IJWM
2010
Inman Jager Wealth Management
Mississippi
$1.62M +$1.62M +9,682 New
ACI
2011
Alpha Cubed Investments
California
$1.62M -$57.5K -343 -3%
6F
2012
626 Financial
Michigan
$1.62M +$168 +1 +0%
PFM
2013
Potomac Fund Management
Florida
$1.62M +$1.62M +9,639 New
EAM
2014
Evanson Asset Management
California
$1.62M +$335 +2 +0%
AIA
2015
AssuredPartners Investment Advisors
Florida
$1.62M +$1.62M +9,634 New
CC
2016
Callan Capital
California
$1.61M -$12.1K -72 -0.7%
OBWG
2017
Onyx Bridge Wealth Group
New York
$1.61M +$2.01K +12 +0.1%
HI
2018
Harrington Investments
California
$1.61M +$28.8K +172 +2%
FFA
2019
First Foundation Advisors
California
$1.61M -$83K -495 -5%
SCA
2020
Sulzberger Capital Advisors
Florida
$1.61M +$1.61M +9,608 New
CGH
2021
CMG Global Holdings
Texas
$1.61M
WCM
2022
Windsor Capital Management
Arizona
$1.61M -$25.7K -153 -2%
HWM
2023
Hohimer Wealth Management
Washington
$1.6M +$22.5K +134 +1%
GIP
2024
Greatmark Investment Partners
Georgia
$1.6M +$89.7K +535 +6%
MCWA
2025
Meadow Creek Wealth Advisors
Georgia
$1.6M -$14.3K -85 -0.9%