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597 hedge funds and large institutions have $5.86B invested in Haleon in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $389K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 205

1.8% less ownership

Funds ownership: 8.11%6.31% (-1.8%)

2% less funds holding

Funds holding: 609597 (-12)

16% less capital invested

Capital invested by funds: $7.01B → $5.86B (-$1.15B)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
8.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
193
Reduced
205
Closed
55
Calls
$1.28M
Puts
$389K
Net Calls
+$891K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
226
Legacy Capital Wealth Partners
Arkansas
$315K -$14.3K -1,448 -5%
IC
227
IEQ Capital
California
$314K +$22.2K +2,251 +8%
LNWTC
228
Laird Norton Wetherby Trust Company
Washington
$310K +$81.5K +8,275 +38%
SC
229
Savant Capital
Illinois
$309K +$36.1K +3,665 +14%
CT
230
Caldwell Trust
Florida
$309K
DWT
231
Dorsey & Whitney Trust
South Dakota
$309K -$10.2K -1,037 -3%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$306K +$17.2K +1,749 +6%
BP
233
Ballentine Partners
Massachusetts
$305K +$26.2K +2,659 +10%
BIG
234
Brooklyn Investment Group
New York
$304K +$230K +23,416 +385%
DWM
235
Defined Wealth Management
Oregon
$302K +$118 +12 +0%
LI
236
Lafayette Investments
Maryland
$299K
ISL
237
Ingalls & Snyder LLC
New York
$296K -$18.4K -1,870 -6%
SWM
238
Seed Wealth Management
Illinois
$296K
CIA
239
Choate Investment Advisors
Massachusetts
$286K -$6.29K -639 -2%
EH
240
Equitable Holdings
New York
$286K -$7.4K -752 -3%
RCA
241
Resonant Capital Advisors
Wisconsin
$285K +$68.2K +6,933 +33%
CGL
242
Clarius Group LLC
Washington
$270K -$318K -32,258 -55%
DADC
243
D.A. Davidson & Co
Montana
$270K +$1.11K +113 +0.4%
BPA
244
Beacon Pointe Advisors
California
$270K +$109K +11,036 +73%
LFA
245
Legacy Financial Advisors
Kentucky
$267K +$22.8K +2,317 +10%
IC
246
Iconiq Capital
California
$261K +$37.1K +3,769 +17%
OC
247
Oppenheimer & Co
New York
$261K +$25.2K +2,564 +11%
HCMT
248
Highland Capital Management (Tennessee)
Tennessee
$259K -$34.5K -3,501 -12%
MWA
249
MN Wealth Advisors
Kansas
$259K -$3.59K -365 -1%
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$258K +$59.5K +6,050 +32%

HLN Hedge Fund Activity: Q1 2025 in Review

597 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2025, worth a combined $5.86B — down 16% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of HLN and 53 opened new positions — a net loss of 2 holders — while 205 trimmed existing stakes and 193 added.

The largest buyer was Altshuler Shaham, adding an estimated $76.8M. The largest seller was Pfizer, exiting entirely with an estimated $1.88B sold.

  • 597 institutional investors held Haleon (HLN) as of Q1 2025, down from 609 in Q4 2024.
  • Funds reported $5.86B of Haleon stock for Q1 2025, down 16% quarter-over-quarter.
  • 53 funds opened new Haleon positions in Q1 2025 and 55 closed out, a net change of -2 holders.
  • The largest Haleon buyer in Q1 2025 was Altshuler Shaham, an estimated $76.8M added.
  • The largest Haleon seller in Q1 2025 was Pfizer, an estimated $1.88B sold.

Based on aggregated 13F filings for Q1 2025.