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598 hedge funds and large institutions have $4.93B invested in Haleon in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 160 increasing their positions, 241 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $231K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 12.83%12.27% (-0.56%)

4% less funds holding

Funds holding: 626598 (-28)

18% less capital invested

Capital invested by funds: $5.98B → $4.93B (-$1.06B)

23% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 88

34% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 241

Holders
598
Holders Change
-28
Holders Change %
-4.47%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
160
Reduced
241
Closed
88
Calls
$1.23M
Puts
$231K
Net Calls
+$996K
Net Calls Change
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$306K -$50K -5,196 -13%
AFG
227
Atomi Financial Group
New York
$304K -$12.8K -1,330 -4%
EH
228
Equitable Holdings
New York
$298K +$3.08K +320 +1%
AG
229
Ascent Group
Virginia
$298K -$962K -99,875 -75%
WA
230
Waverly Advisors
Alabama
$294K +$13.6K +1,407 +4%
TCA
231
Transcend Capital Advisors
New Jersey
$294K +$89.8K +9,322 +40%
IAS
232
Insigneo Advisory Services
Florida
$289K -$5.05K -524 -2%
FFM
233
Forum Financial Management
Illinois
$288K +$14.7K +1,527 +5%
RS
234
R Squared
Hong Kong
$288K +$309K +32,055 New
MGWM
235
Marks Group Wealth Management
Minnesota
$287K -$84.4K -8,767 -21%
AIM
236
Aigen Investment Management
New York
$282K +$302K +31,395 New
DWM
237
Defined Wealth Management
Oregon
$264K -$953 -99 -0.3%
CCM
238
Coldstream Capital Management
Washington
$263K -$23.1K -2,396 -8%
LI
239
Lafayette Investments
Maryland
$261K
SAM
240
Smartleaf Asset Management
Massachusetts
$260K +$14.5K +1,502 +5%
SG Americas Securities
241
SG Americas Securities
New York
$257K -$95.8K -9,946 -26%
FRA
242
Frank Rimerman Advisors
California
$256K +$275K +28,551 New
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$254K +$11.6K +1,204 +4%
SC
244
Savant Capital
Illinois
$247K -$476K -49,383 -64%
ISL
245
Ingalls & Snyder LLC
New York
$246K -$11.5K -1,190 -4%
HCMT
246
Highland Capital Management (Tennessee)
Tennessee
$245K +$25.5K +2,650 +11%
AWA
247
Aaron Wealth Advisors
Illinois
$245K -$83.1K -8,623 -24%
CIC
248
Chilton Investment Company
Connecticut
$242K +$260K +27,000 New
MFIM
249
Mesirow Financial Investment Management
Illinois
$239K +$22.9K +2,379 +10%
MWA
250
MN Wealth Advisors
Kansas
$239K +$11.3K +1,170 +5%

HLN Hedge Fund Activity: Q3 2025 in Review

598 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2025, worth a combined $4.93B — down 18% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of HLN and 68 opened new positions — a net loss of 20 holders — while 241 trimmed existing stakes and 160 added.

The largest buyer was Optiver Holding, opening a new position worth an estimated $49M. The largest seller was Fidelity Investments, cutting an estimated $74.7M.

  • 598 institutional investors held Haleon (HLN) as of Q3 2025, down from 626 in Q2 2025.
  • Funds reported $4.93B of Haleon stock for Q3 2025, down 18% quarter-over-quarter.
  • 68 funds opened new Haleon positions in Q3 2025 and 88 closed out, a net change of -20 holders.
  • The largest Haleon buyer in Q3 2025 was Optiver Holding, an estimated $49M added.
  • The largest Haleon seller in Q3 2025 was Fidelity Investments, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2025.