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Herbalife

214 hedge funds and large institutions have $915M invested in Herbalife in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

35% more capital invested

Capital invested by funds: $677M → $915M (+$239M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

14% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $52.2M

8% more funds holding

Funds holding: 199214 (+15)

4.15% more ownership

Funds ownership: 100.36%104.51% (+4.2%)

Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
80
Reduced
64
Closed
23
Calls
$59.5M
Puts
$52.2M
Net Calls
+$7.29M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M +$8.71M +1,223,957 +11%
BlackRock
2
BlackRock
New York
$67.7M -$1.4M -197,429 -2%
BG
3
Baupost Group
Massachusetts
$65.6M
Renaissance Technologies
4
Renaissance Technologies
New York
$60.9M -$228K -32,000 -0.5%
LFCM
5
Long Focus Capital Management
Puerto Rico
$42.7M +$1.32M +184,873 +4%
ROIC
6
Route One Investment Company
California
$40.9M +$4.37M +614,504 +15%
Goldman Sachs
7
Goldman Sachs
New York
$27.6M +$727K +102,190 +3%
Charles Schwab
8
Charles Schwab
California
$26.4M +$2.57M +360,659 +13%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$26.1M +$279K +39,163 +1%
BCM
10
Bronte Capital Management
Australia
$25.9M +$6.84M +960,907 +60%
LSV Asset Management
11
LSV Asset Management
Illinois
$24.8M -$1.09M -153,140 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24M +$706K +99,292 +4%
IAM
13
Iridian Asset Management
Connecticut
$24M +$1.9M +267,690 +11%
State Street
14
State Street
Massachusetts
$22.3M -$133K -18,658 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$19.1M +$4.99M +701,024 +46%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$18M -$3.42M -480,772 -19%
Bank of America
17
Bank of America
North Carolina
$17.2M +$11.7M +1,650,768 +484%
Millennium Management
18
Millennium Management
New York
$13.4M +$3.94M +554,226 +56%
SP
19
Solel Partners
Massachusetts
$12.1M +$1.69M +237,386 +20%
Two Sigma Investments
20
Two Sigma Investments
New York
$11.2M +$3.25M +456,271 +54%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$10.4M +$788K +110,802 +10%
Deutsche Bank
22
Deutsche Bank
Germany
$8.65M -$58.4K -8,213 -0.8%
Northern Trust
23
Northern Trust
Illinois
$8.42M -$192K -26,962 -3%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$7.96M -$12.7M -1,786,980 -66%
Citigroup
25
Citigroup
New York
$7.87M +$4.86M +683,078 +298%

HLF Hedge Fund Activity: Q1 2025 in Review

214 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2025, worth a combined $915M — up 35% from $677M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HLF positions and 23 closed out — a net gain of 15 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Camber Capital Management, exiting entirely with an estimated $20.1M sold.

  • 214 institutional investors held Herbalife (HLF) as of Q1 2025, up from 199 in Q4 2024.
  • Funds reported $915M of Herbalife stock for Q1 2025, up 35% quarter-over-quarter.
  • 38 funds opened new Herbalife positions in Q1 2025 and 23 closed out, a net change of +15 holders.
  • The largest Herbalife buyer in Q1 2025 was Bank of America, an estimated $11.7M added.
  • The largest Herbalife seller in Q1 2025 was Camber Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.