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Procter & Gamble

3,849 hedge funds and large institutions have $240B invested in Procter & Gamble in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,496 increasing their positions, 1,770 reducing their positions, and 165 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:

6% less capital invested

Capital invested by funds: $255B → $240B (-$14.8B)

15% less repeat investments, than reductions

Existing positions increased: 1,496 | Existing positions reduced: 1,770

23% less funds holding in top 10

Funds holding in top 10: 133103 (-30)

Holders
3,849
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
IWP
2451
Innova Wealth Partners
Pennsylvania
$832K
HIP
2452
Harrell Investment Partners
Texas
$831K
ZI
2453
ZEGA Investments
Florida
$829K
VNA
2454
Valley National Advisers
Pennsylvania
$829K
ARMT
2455
Amica Retiree Medical Trust
Rhode Island
$829K
MW
2456
Maia Wealth
Colorado
$829K
WH
2457
Willner & Heller
California
$826K
FA
2458
Fountainhead AM
New Jersey
$826K
CWM
2459
Cabot Wealth Management
Massachusetts
$825K
BF
2460
Brogan Financial
Tennessee
$823K
LRIC
2461
Long Road Investment Counsel
Michigan
$822K
OFS
2462
OMC Financial Services
New York
$820K
LCWP
2463
Legacy Capital Wealth Partners
Arkansas
$820K
KWM
2464
Koa Wealth Management
California
$820K
PHS
2465
Pekin Hardy Strauss
Illinois
$818K
AA
2466
Alesco Advisors
New York
$817K
CAM
2467
Costello Asset Management
Pennsylvania
$816K
RF
2468
Rossby Financial
Florida
$816K
JF
2469
JSF Financial
California
$815K
AFA
2470
AllGen Financial Advisors
Florida
$813K
TA
2471
Townsend & Associates
Colorado
$812K
APW
2472
Axim Planning & Wealth
Ohio
$811K
WLIM
2473
White Lighthouse Investment Management
Massachusetts
$811K
BIAS
2474
Beacon Investment Advisory Services
New Jersey
$810K
RPA
2475
Rock Point Advisors
Vermont
$810K