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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
Raymond James Financial
176
Raymond James Financial
Florida
$6.04K
AF
177
Allworth Financial
California
$5.26K
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
UB
181
UMB Bank
Missouri
$2.72K
RIL
182
Rothschild Investment LLC
Illinois
$2.53K
GWP
183
Gen-Wealth Partners
Michigan
$2.29K
IA
184
IFP Advisors
Florida
$2.03K
HNB
185
Huntington National Bank
Ohio
$1.91K
VCM
186
Versant Capital Management
Arizona
$1.84K
TWD
187
True Wealth Design
Ohio
$1.7K
T
188
Transce3nd
Texas
$1.59K
FHA
189
First Horizon Advisors
Tennessee
$1.54K
EWA
190
EverSource Wealth Advisors
Alabama
$1.5K
PTC
191
Private Trust Company
Ohio
$1.39K
BIA
192
Bell Investment Advisors
California
$1.15K
CAWM
193
Capital A Wealth Management
Pennsylvania
$1.05K
GWM
194
Geneos Wealth Management
Colorado
$1.04K
EC
195
Elequin Capital
New York
$810
PFBT
196
Parkside Financial Bank & Trust
Missouri
$690
NA
197
NewEdge Advisors
Louisiana
$552
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$517
TPWA
199
Twin Peaks Wealth Advisors
California
$421
KG
200
Kilter Group
New York
$388