PG icon

Procter & Gamble
PG

Overview Fund Activity

3,958 hedge funds and large institutions have $268B invested in Procter & Gamble in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,668 increasing their positions, 1,663 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,958
Holders Change
+1
Holders Change %
+0.03%
% of All Funds
53.76%
Holding in Top 10
213
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.52%
% of All Funds
2.89%
New
200
Increased
1,668
Reduced
1,663
Closed
125
Calls
$2.87B
Puts
$1.72B
Net Calls
+$1.15B
Net Calls Change
+$528M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$678M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$383M
4
Invesco
Invesco
Georgia
+$380M
5
BlackRock
BlackRock
New York
+$337M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$530M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$335M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$299M
5
Capital World Investors
Capital World Investors
California
-$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
2001
Bell Bank
North Dakota
$1.7M -$26.9K -158 -2%
TCM
2002
Triumph Capital Management
Colorado
$1.7M +$95.3K +559 +6%
DFG
2003
Demars Financial Group
Washington
$1.69M +$342K +58,331 +25%
PWSG
2004
Pacific Wealth Strategies Group
California
$1.69M +$32.7K +192 +2%
IP
2005
Isthmus Partners
Wisconsin
$1.69M -$20.5K -120 -1%
IIA
2006
Integral Investment Advisors
California
$1.69M -$999K -5,864 -37%
CWA
2007
CJM Wealth Advisers
Virginia
$1.69M -$16.9K -99 -1%
KA
2008
KDT Advisors
New York
$1.68M -$125K -734 -7%
DE
2009
Diversified Enterprises
Delaware
$1.68M +$222K +1,303 +15%
OBWG
2010
Onyx Bridge Wealth Group
New York
$1.68M +$40.2K +236 +2%
M
2011
MOTCO
Texas
$1.68M +$297K +1,745 +22%
JWM
2012
Jackson Wealth Management
Florida
$1.68M +$1.68M +9,827 New
NWM
2013
Northcape Wealth Management
New York
$1.67M -$35.8K -210 -2%
GCP
2014
GSA Capital Partners
United Kingdom
$1.67M +$1.67M +9,816 New
HI
2015
Harrington Investments
California
$1.67M +$32.4K +190 +2%
AWM
2016
Accel Wealth Management
Iowa
$1.67M -$90.5K -531 -5%
NWMG
2017
National Wealth Management Group
Ohio
$1.67M +$87.3K +512 +6%
GWA
2018
GGM Wealth Advisors
Maryland
$1.67M -$45.5K -281 -3%
ISWM
2019
Independent Solutions Wealth Management
New York
$1.66M -$83K -487 -5%
IIM
2020
InTrack Investment Management
Vermont
$1.66M -$528K -3,097 -24%
FCFC
2021
First Commonwealth Financial Corp
Pennsylvania
$1.66M +$42.4K +249 +3%
CCM
2022
Chickasaw Capital Management
Tennessee
$1.65M -$20.1K -118 -1%
FBB
2023
Fulton Breakefield Broenniman
Maryland
$1.65M -$4.26K -25 -0.3%
SP
2024
Successful Portfolios
Florida
$1.65M +$341 +2 +0%
HCM
2025
HMS Capital Management
Tennessee
$1.65M +$7.37K +46 +0.4%
79 80
81
82 83