Insights into Procter & Gamble’s (PG) 13F Filings for the 06/30/2025 Reporting Period
The analysis of 13F filings provides valuable insights into institutional investment strategies. In this article, we explore the recent 13F filings for Procter & Gamble Company (ticker: PG) as of June 30, 2025, shedding light on the holding patterns of various hedge funds.
Understanding 13F Filings
13F filings are required disclosures from institutional investment managers regarding their long positions. Notably, these filings do not include short positions, which can present a skewed perspective of a fund’s overall sentiment toward a specific stock. For example, a fund could hold a long position in PG while simultaneously betting against it through shorts, thus complicating the analysis.
Despite this limitation, reviewing multiple 13F filings together can yield significant insights, especially when comparing sequential holding periods. Let’s dive into the recent changes surrounding Procter & Gamble.
Changes in PG Positions from 03/31/2025 to 06/30/2025
This latest wave of 13F filings revealed that 22 hedge funds were actively holding positions in PG. A breakdown of these changes in share counts and market value provides a clearer picture of investor sentiment.
Fund Position Changes
| Fund Name | New Position? | Change in Share Count | Change in Market Value ($ in 1000’s) |
|---|---|---|---|
| Promethium Advisors LLC | Existing | -36 | -$57 |
| Kirtland Hills Capital Management LLC | Existing | -264 | -$100 |
| WPG Advisers LLC | Existing | -82 | -$19 |
| Addison Capital Co | Existing | +367 | -$511 |
| Long Road Investment Counsel LLC | Existing | UNCH | -$59 |
| Strategic Wealth Partners Ltd. | NEW | +5,751 | +$916 |
| Mindset Wealth Management LLC | Existing | -422 | -$95 |
| Elequin Capital LP | NEW | -224 | -$36 |
| GKV Capital Management Co. Inc. | Existing | +3,591 | +$568 |
| Principal Securities Inc. | Existing | +3,722 | +$319 |
| Insight 2811 Inc. | Existing | -401 | -$106 |
| Aviso Wealth Management | Existing | +222 | -$27 |
| Conquis Financial LLC | Existing | -281 | -$53 |
| Lcnb Corp | Existing | -6,494 | -$1,939 |
| Guidance Point Advisors LLC | Existing | -26 | -$50 |
| Greykasell Wealth Strategies Inc. | Existing | UNCH | -$10 |
| Invenio Wealth Partners LLC | Existing | +1,217 | +$155 |
| Culbertson A N & Co. Inc. | Existing | -1,489 | -$930 |
| Pinnacle Wealth Planning Services Inc. | Existing | -979 | -$334 |
| Frank Rimerman Advisors LLC | Existing | +16,302 | +$2,452 |
| Lighthouse Financial LLC | Existing | -100 | -$34 |
| Nordwand Advisors LLC | Existing | +2,988 | +$475 |
| Aggregate Change: | +23,362 | +$525 |
Summary of Holdings
From the analysis of these filings, seven funds increased their positions in PG, while eleven decreased their holdings, and two initiated new positions. Overall, the aggregate holdings in PG exhibited growth of 23,362 shares, despite some significant individual decreases.
Further scrutiny of the shares held by all funds with positions in PG shows a slight decline from March 31, 2025, to June 30, 2025, totaling a reduction of approximately -0.48%, equating to 1,524,726 shares.
Leading Funds Holding PG
Among the hedge funds maintaining significant stakes in PG during this reporting period, the three largest holders are key players that shape the landscape of investment in this consumer goods giant.
Investment Trends
The changes in the number of shares held by different funds reflect their varying investment strategies and possibly their views on the market conditions surrounding Procter & Gamble. While some funds appear cautious, reducing their exposure, others see potential growth, as indicated by their increased holdings.
Conclusion on Procter & Gamble’s Investing Landscape
The fluctuations in Procter & Gamble’s institutional ownership highlight the dynamic nature of investment strategies within the sector. While individual 13F filings may present a fragmented view, aggregating the data offers clearer insights into overall investment trends and market sentiment regarding PG.
Monitoring hedge fund activities and understanding their movements can provide essential information for investors looking to make informed decisions about Procter & Gamble and similar equities in the consumer goods sector.
The continued observation of these filings will allow for a more nuanced interpretation of hedge fund behaviors and the potential implications for their stock choices, particularly for Procter & Gamble Company (PG).
