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Herbalife

231 hedge funds and large institutions have $1.33B invested in Herbalife in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

53% more capital invested

Capital invested by funds: $871M → $1.33B (+$464M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more call options, than puts

Call options by funds: $150M | Put options by funds: $114M

6% more funds holding

Funds holding: 218231 (+13)

0.33% more ownership

Funds ownership: 99.93%100.25% (+0.33%)

14% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 85

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
42
Increased
73
Reduced
85
Closed
25
Calls
$150M
Puts
$114M
Net Calls
+$35.6M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M -$4.88M -460,965 -4%
BG
2
Baupost Group
Massachusetts
$119M +$15.9M +1,500,000 +19%
ROIC
3
Route One Investment Company
California
$105M +$6.7M +633,185 +8%
BlackRock
4
BlackRock
New York
$101M +$1.72M +162,667 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$72.4M -$11.3M -1,068,900 -16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$49.3M +$38.7M +3,651,162 +2,089%
Charles Schwab
7
Charles Schwab
California
$35.2M -$1.94M -183,661 -6%
LSV Asset Management
8
LSV Asset Management
Illinois
$35M -$355K -33,537 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.2M +$273K +25,783 +1%
Goldman Sachs
10
Goldman Sachs
New York
$31.6M +$3.74M +352,724 +17%
State Street
11
State Street
Massachusetts
$31.1M -$261K -24,666 -1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$30M +$4.69M +443,165 +23%
LFCM
13
Long Focus Capital Management
Puerto Rico
$29.6M -$12.7M -1,200,000 -34%
QC
14
Quantedge Capital
Singapore
$29M +$1.18M +111,700 +5%
SP
15
Solel Partners
Massachusetts
$24M +$2.02M +191,210 +11%
IAM
16
Iridian Asset Management
Connecticut
$23.7M -$6.49M -612,774 -25%
Two Sigma Investments
17
Two Sigma Investments
New York
$23.4M -$163K -15,389 -0.8%
Citigroup
18
Citigroup
New York
$21.6M +$8.05M +759,906 +83%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$18.7M +$557K +52,642 +4%
TGM
20
Tenzing Global Management
California
$16.1M +$1.99M +187,500 +18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$15.9M +$4.35M +410,876 +50%
BCM
22
Bronte Capital Management
Australia
$14.4M -$2.53M -238,814 -18%
Deutsche Bank
23
Deutsche Bank
Germany
$12.9M +$33.6K +3,174 +0.3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$12M +$49.8K +4,700 +0.5%
Morgan Stanley
25
Morgan Stanley
New York
$11.7M +$24.8K +2,338 +0.3%

HLF Hedge Fund Activity: Q4 2025 in Review

231 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2025, worth a combined $1.33B — up 53% from $871M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HLF positions and 25 closed out — a net gain of 17 holders — while 73 added to existing stakes and 85 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.7M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.2M.

  • 231 institutional investors held Herbalife (HLF) as of Q4 2025, up from 218 in Q3 2025.
  • Funds reported $1.33B of Herbalife stock for Q4 2025, up 53% quarter-over-quarter.
  • 42 funds opened new Herbalife positions in Q4 2025 and 25 closed out, a net change of +17 holders.
  • The largest Herbalife buyer in Q4 2025 was Fidelity Investments, an estimated $38.7M added.
  • The largest Herbalife seller in Q4 2025 was Jacobs Levy Equity Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2025.