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626 hedge funds and large institutions have $5.98B invested in Haleon in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 217 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 48

24% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 175

6.52% more ownership

Funds ownership: 6.31%12.83% (+6.5%)

5% more funds holding

Funds holding: 597626 (+29)

2% more capital invested

Capital invested by funds: $5.86B → $5.98B (+$120M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
626
Holders Change
+29
Holders Change %
+4.86%
% of All Funds
8.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
86
Increased
217
Reduced
175
Closed
48
Calls
$1.85M
Puts
Net Calls
+$1.85M
Net Calls Change
+$959K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Auxier Asset Management
Oregon
$399K -$3.16K -300 -0.8%
IC
227
IEQ Capital
California
$396K +$81.4K +7,716 +25%
FA
228
Fedenia Advisers
Wisconsin
$394K -$16K -1,515 -4%
CPA
229
Capital Performance Advisors
California
$390K +$397K +37,653 New
SCA
230
Snowden Capital Advisors
New York
$389K +$21.7K +2,057 +6%
SS
231
SBI Securities
Japan
$381K -$9.75K -924 -2%
VCM
232
Versant Capital Management
Arizona
$379K +$155K +14,677 +67%
AWA
233
Aaron Wealth Advisors
Illinois
$373K +$35.7K +3,389 +10%
Two Sigma Investments
234
Two Sigma Investments
New York
$372K -$842K -79,800 -69%
AFG
235
Atomi Financial Group
New York
$366K +$15.9K +1,512 +4%
BP
236
Ballentine Partners
Massachusetts
$354K +$47.6K +4,515 +15%
EH
237
Equitable Holdings
New York
$342K +$54.4K +5,157 +19%
SPIA
238
Steward Partners Investment Advisory
New York
$341K -$135K -12,831 -28%
IAS
239
Insigneo Advisory Services
Florida
$340K +$9.84K +933 +3%
YIH
240
Y-Intercept (HK)
Hong Kong
$332K -$426K -40,352 -56%
CCM
241
Coldstream Capital Management
Washington
$329K +$72.5K +6,878 +28%
WA
242
Waverly Advisors
Alabama
$326K -$1.53K -145 -0.5%
LCWP
243
Legacy Capital Wealth Partners
Arkansas
$324K +$6.73K +638 +2%
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$321K +$12.7K +1,200 +4%
FFM
245
Forum Financial Management
Illinois
$318K -$454 -43 -0.1%
DWT
246
Dorsey & Whitney Trust
South Dakota
$307K -$4.23K -401 -1%
DWM
247
Defined Wealth Management
Oregon
$306K +$1.67K +158 +0.5%
RCA
248
Resonant Capital Advisors
Wisconsin
$305K +$18.6K +1,761 +6%
IAA
249
Independent Advisor Alliance
North Carolina
$303K +$52K +4,932 +20%
LI
250
Lafayette Investments
Maryland
$302K

HLN Hedge Fund Activity: Q2 2025 in Review

626 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q2 2025, worth a combined $5.98B — up 2% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new HLN positions and 48 closed out — a net gain of 38 holders — while 217 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $78.6M. The largest seller was Dodge & Cox, cutting an estimated $144M.

  • 626 institutional investors held Haleon (HLN) as of Q2 2025, up from 597 in Q1 2025.
  • Funds reported $5.98B of Haleon stock for Q2 2025, up 2% quarter-over-quarter.
  • 86 funds opened new Haleon positions in Q2 2025 and 48 closed out, a net change of +38 holders.
  • The largest Haleon buyer in Q2 2025 was Morgan Stanley, an estimated $78.6M added.
  • The largest Haleon seller in Q2 2025 was Dodge & Cox, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.