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Procter & Gamble

4,003 hedge funds and large institutions have $273B invested in Procter & Gamble in 2024 Q4 according to their latest regulatory filings, with 475 funds opening new positions, 1,587 increasing their positions, 1,518 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 475 | Existing positions closed: 120

31% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $1.99B

8% more funds holding

Funds holding: 3,7194,003 (+284)

5% more repeat investments, than reductions

Existing positions increased: 1,587 | Existing positions reduced: 1,518

0.3% more ownership

Funds ownership: 67.62%67.92% (+0.3%)

1% less capital invested

Capital invested by funds: $274B → $273B (-$1.6B)

6% less funds holding in top 10

Funds holding in top 10: 205192 (-13)

Holders
4,003
Holders Change
+284
Holders Change %
+7.64%
% of All Funds
52.72%
Holding in Top 10
192
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.34%
% of All Funds
2.53%
New
475
Increased
1,587
Reduced
1,518
Closed
120
Calls
$2.61B
Puts
$1.99B
Net Calls
+$619M
Net Calls Change
+$373M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2001
MOKAN Wealth Management
Kansas
$1.67M +$1.69M +9,945 New
FDS
2002
Freedom Day Solutions
Texas
$1.67M -$36.6K -215 -2%
PWM
2003
Palumbo Wealth Management
New York
$1.66M -$67.4K -396 -4%
RYIA
2004
Roehl & Yi Investment Advisors
Oregon
$1.66M +$1.69M +9,897 New
WP
2005
WealthShield Partners
North Carolina
$1.66M -$71.5K -420 -4%
TW
2006
Traveka Wealth
California
$1.66M +$1.08M +6,328 +178%
WAG
2007
Winthrop Advisory Group
Massachusetts
$1.66M +$2.9K +17 +0.2%
HWA
2008
Heritage Wealth Advisors
Virginia
$1.65M -$236K -1,388 -12%
FAFN
2009
First Affirmative Financial Network
Colorado
$1.65M +$238K +1,399 +17%
IIC
2010
Integrated Investment Consultants
Michigan
$1.65M +$1.36M +7,992 +435%
CCM
2011
Chickasaw Capital Management
Tennessee
$1.65M -$4.26K -25 -0.3%
FA
2012
Fountainhead AM
New Jersey
$1.65M +$49K +288 +3%
WA
2013
Waddell & Associates
Tennessee
$1.64M
FB
2014
First Bancorp
Maine
$1.64M -$15.3K -90 -0.9%
CWAG
2015
Compton Wealth Advisory Group
Virginia
$1.63M +$74.6K +438 +5%
WHG
2016
Westwood Holdings Group
Texas
$1.63M +$315K +1,848 +23%
FA
2017
Faithward Advisors
Pennsylvania
$1.63M +$5.96K +35 +0.4%
PWSG
2018
Pacific Wealth Strategies Group
California
$1.63M +$11.6K +68 +0.7%
FBB
2019
Fulton Breakefield Broenniman
Maryland
$1.63M -$3.07K -18 -0.2%
AI
2020
Atom Investors
Texas
$1.63M -$2.28M -13,402 -58%
CI
2021
CacheTech Inc
Utah
$1.63M +$1.44M +8,473 +686%
BFG
2022
Berger Financial Group
Minnesota
$1.63M -$128K -751 -7%
SP
2023
Successful Portfolios
Florida
$1.63M -$7.66K -45 -0.5%
IJWM
2024
Inman Jager Wealth Management
Mississippi
$1.62M +$1.65M +9,682 New
ACI
2025
Alpha Cubed Investments
California
$1.62M -$58.4K -343 -3%

PG Hedge Fund Activity: Q4 2024 in Review

4,003 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2024, worth a combined $273B — down 0.58% from $274B a quarter earlier.

Buyers outnumbered sellers: 475 funds opened new PG positions and 120 closed out — a net gain of 355 holders — while 1,587 added to existing stakes and 1,518 trimmed.

The largest buyer was BlackRock, adding an estimated $2.17B. The largest seller was GQG Partners, cutting an estimated $733M.

  • 4,003 institutional investors held Procter & Gamble (PG) as of Q4 2024, up from 3,719 in Q3 2024.
  • Funds reported $273B of Procter & Gamble stock for Q4 2024, down 0.58% quarter-over-quarter.
  • 475 funds opened new Procter & Gamble positions in Q4 2024 and 120 closed out, a net change of +355 holders.
  • The largest Procter & Gamble buyer in Q4 2024 was BlackRock, an estimated $2.17B added.
  • The largest Procter & Gamble seller in Q4 2024 was GQG Partners, an estimated $733M sold.

Based on aggregated 13F filings for Q4 2024.