Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROCTER & GAMBLE CO (PG)

4K + Investors. Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +118
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — PG

Based on 3698 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,698 hedge funds hold PG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PG is almost the same as a year ago (+42 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

1684 buying1970 selling
Last quarter: 1,970 funds reduced or exited vs 1,684 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+192 vs last Q)

new funds entering per quarter
Funds opening a new PG position: 212 → 170 → 169 → 361. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 13% medium ■ 10% new
2,843 out of 3,698 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

317 → 212 → 170 → 169 → 361 new funds/Q
New funds entering each quarter: 212 → 170 → 169 → 361. A growing number of institutions are discovering PG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 9% 1-2yr ■ 16% new
Of 3,779 current holders: 2,831 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
49 of 3698 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PG

How many hedge funds hold PG — quarterly history vs. share price
Quarterly hedge fund ownership of PG vs. share price

Market Analysis: PG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

260 top-rated funds 66 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.5
/ 10
conviction
Hedge Fund Positioning: PG
2026 Q1 Stats Unlock in 12 days 4K + Investors

Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3779 3665 3.11%
13F Shares 1.60B 1.55B 3.12%
Total Value $222.65B $233.54B -4.66%
New Positions 366 172 +194
Increased Positions 1453 1497 -44
Closed Positions 247 232 +15
Reduced Positions 1817 1799 +18
Total Calls 45 48 -6.25%
Total Puts 44 45 -2.22%
PUT/CALL Ratio 0.98 0.94 Neutral

Statistics: PG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PG. Verified SEC 13F-HR filings.

Top 25 institutional holders of PG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roberts Foundation 100.00% 237,824 $34.4M
2 Formidable Asset Management, LLC 5.66% 255,617 $36.6M
3 HENGEHOLD CAPITAL MANAGEMENT LLC 5.51% 436,351 $63.0M
4 Stone House Investment Management, LLC 5.39% 208,162 $30.1M
5 ARMSTRONG HENRY H ASSOCIATES INC 5.20% 353,180 $51.0M
6 Cane Capital Partners, LLC 5.08% 80,582 $11.6M
7 Slocum, Gordon & Co LLP 4.84% 49,198 $7.1M
8 Kellett Wealth Advisors, LLC 4.60% 58,813 $8.5M
9 Crew Capital Management, Ltd 4.37% 45,623 $6.6M
10 Hoya Capital Real Estate, LLC 4.00% 1,532 $221K
11 Sunbeam Capital Management, LLC 3.89% 47,099 $6.8M
12 Hamlin Capital Management, LLC 3.72% 1,067,397 $154.2M
13 YACKTMAN ASSET MANAGEMENT LP 3.72% 1,931,131 $278.9M
14 Lakeside Advisors, INC. 3.62% 37,576 $5.4M
15 THOMAS STORY & SON LLC 3.55% 64,114 $9.3M
16 HFR Wealth Management, LLC 3.55% 100,177 $14.5M
17 NICHOLS & PRATT ADVISERS LLP /MA 3.52% 377,603 $54.5M
18 MITCHELL SINKLER & STARR/PA 3.49% 52,405 $7.6M
19 Guinness Asset Management LTD 3.40% 1,370,015 $197.3M
20 Carroll Advisory Group, LLC 3.16% 56,429 $8.2M
21 Quintet Private Bank (Europe) S.A. 3.11% 321,308 $46.4M
22 WAYCROSS PARTNERS, LLC 3.05% 220,784 $31.9M
23 Kampmann Melissa S. 2.97% 25,654 $3.7M
24 PRENTISS SMITH & CO INC 2.97% 35,424 $5.1M
25 Saratoga Research & Investment Management 2.95% 360,225 $52.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PROCTER & GAMBLE CO (PG)

What does the Smart Money Trend signal show for PG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PG?

More sellers than buyers — 46% buying: Last quarter: 1,970 funds reduced or exited vs 1,684 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PG holders?

Elite ownership — 58% AUM from top-100 funds: 49 of 3698 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PG?

77% of holders stayed for 2+ years: 2,843 out of 3,698 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.