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Herbalife

208 hedge funds and large institutions have $904M invested in Herbalife in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

1% less funds holding

Funds holding: 211208 (-3)

1.79% less ownership

Funds ownership: 104.42%102.63% (-1.8%)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.4M
Puts
$76.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
76
Zacks Investment Management
Illinois
$1.23M
Verition Fund Management
77
Verition Fund Management
Connecticut
$1.15M
EGM
78
Engineers Gate Manager
New York
$1.14M
Legal & General Group
79
Legal & General Group
United Kingdom
$1.03M
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.02M
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$999K
Macquarie Group
82
Macquarie Group
Australia
$965K
Wolverine Trading
83
Wolverine Trading
Illinois
$880K
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$876K
Franklin Resources
85
Franklin Resources
California
$845K
AllianceBernstein
86
AllianceBernstein
Tennessee
$824K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$803K
SIM
88
SummerHaven Investment Management
Connecticut
$711K
GCM
89
Graham Capital Management
Connecticut
$711K
BFM
90
Boothbay Fund Management
New York
$707K
SOW
91
State of Wyoming
Wyoming
$603K
SPS
92
Susquehanna Portfolio Strategies
Pennsylvania
$591K
MWA
93
MFA Wealth Advisors
Pennsylvania
$561K
AWM
94
Avaii Wealth Management
Wisconsin
$539K
YIH
95
Y-Intercept (HK)
Hong Kong
$531K
ACA
96
Arena Capital Advisors
California
$525K
MIM
97
MetLife Investment Management
New Jersey
$515K
Wells Fargo
98
Wells Fargo
California
$496K
SG Americas Securities
99
SG Americas Securities
New York
$493K
KA
100
Kearns & Associates
California
$490K