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Procter & Gamble

3,876 hedge funds and large institutions have $240B invested in Procter & Gamble in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,510 increasing their positions, 1,778 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $259B → $240B (-$18.8B)

15% less repeat investments, than reductions

Existing positions increased: 1,510 | Existing positions reduced: 1,778

23% less funds holding in top 10

Funds holding in top 10: 134103 (-31)

Holders
3,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.35B
Puts
$1.64B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2026
DecisionMap Wealth Management
Virginia
$1.37M
TCOTS
2027
Trust Company of the South
North Carolina
$1.37M
BTWM
2028
Baker Tilly Wealth Management
Wisconsin
$1.37M
WIM
2029
WealthPlan Investment Management
Nebraska
$1.37M
NPFS
2030
Novak & Powell Financial Services
Florida
$1.37M
PWMG
2031
Prestige Wealth Management Group
New Jersey
$1.37M
FFC
2032
First Financial Corp
Indiana
$1.37M
OIM
2033
Opus Investment Management
Massachusetts
$1.37M
GHAM
2034
Gilman Hill Asset Management
Connecticut
$1.37M
DGM
2035
Delta Global Management
New York
$1.37M
BW
2036
BIP Wealth
Georgia
$1.37M
ML
2037
McAdam LLC
Pennsylvania
$1.36M
SL
2038
Sentry LLC
Tennessee
$1.36M
SP
2039
Symmetry Partners
Connecticut
$1.36M
NFA
2040
Northern Financial Advisors
Michigan
$1.36M
CM
2041
Capula Management
Cayman Islands
$1.36M
BL
2042
Balentine LLC
Georgia
$1.36M
MFWP
2043
Mosaic Family Wealth Partners
Missouri
$1.36M
6F
2044
626 Financial
Michigan
$1.35M
HAC
2045
Harbor Advisory Corp
New Hampshire
$1.35M
CGH
2046
CMG Global Holdings
Texas
$1.35M
VBCG
2047
Valley Brook Capital Group
Pennsylvania
$1.35M
GSEP
2048
Golden State Equity Partners
California
$1.35M
ECM
2049
EagleClaw Capital Management
Massachusetts
$1.35M
RF
2050
Roxbury Financial
New Jersey
$1.34M