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Herbalife
HLF

Overview Fund Activity

207 hedge funds and large institutions have $904M invested in Herbalife in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
2.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
77
Reduced
64
Closed
35
Calls
$80.4M
Puts
$76.1M
Net Calls
+$4.3M
Net Calls Change
-$2.99M

Top Buyers

1
ROIC
1
Route One Investment Company
California
$53.1M
2
F1I
2
Fund 1 Investments
Puerto Rico
$8.49M
3
NCM
3
Nantahala Capital Management
Connecticut
$7.09M
4
MHP
4
Manatuck Hill Partners
Connecticut
$3.88M
5
NL
5
Nuveen LLC
North Carolina
$5.79M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$37.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21.3M
5
IAM
5
Iridian Asset Management
Connecticut
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
176
Raymond James Financial
Florida
$6.04K +$6.04K +701 New
AF
177
Allworth Financial
California
$5.26K +$2.81K +326 +115%
SIS
178
Sound Income Strategies
Florida
$3.45K – – –
SIC
179
Salem Investment Counselors
North Carolina
$3.45K – – –
BIG
180
Brooklyn Investment Group
New York
$3.02K +$2.11K +245 +233%
UB
181
UMB Bank
Missouri
$2.72K -$293 -34 -10%
RIL
182
Rothschild Investment LLC
Illinois
$2.53K +$259 +30 +11%
GWP
183
Gen-Wealth Partners
Michigan
$2.29K – – –
IA
184
IFP Advisors
Florida
$2.03K – – –
HNB
185
Huntington National Bank
Ohio
$1.91K +$845 +98 +79%
VCM
186
Versant Capital Management
Arizona
$1.84K +$1.52K +176 +476%
TWD
187
True Wealth Design
Ohio
$1.7K +$1.7K +197 New
T
188
Transce3nd
Texas
$1.59K – – –
FHA
189
First Horizon Advisors
Tennessee
$1.54K – – –
EWA
190
EverSource Wealth Advisors
Alabama
$1.5K +$17 +2 +1%
PTC
191
Private Trust Company
Ohio
$1.39K – – –
BIA
192
Bell Investment Advisors
California
$1.15K – – –
GWM
193
Geneos Wealth Management
Colorado
$1.04K -$1.68K -195 -62%
EC
194
Elequin Capital
New York
$810 +$810 +94 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$690 – – –
NA
196
NewEdge Advisors
Louisiana
$552 – – –
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$517 -$26 -3 -5%
TPWA
198
Twin Peaks Wealth Advisors
California
$421 +$421 +46 New
KG
199
Kilter Group
New York
$388 +$388 +45 New
FFA
200
Farther Finance Advisors
California
$362 -$500 -58 -58%
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8
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