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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
FPL
251
Fortress Private Ledger
North Carolina
$299K +$130K +12,304 +75%
ISL
252
Ingalls & Snyder LLC
New York
$296K -$2.28K -216 -0.8%
SAM
253
Smartleaf Asset Management
Massachusetts
$290K +$66.2K +6,275 +29%
VF
254
Virtu Financial
New York
$288K +$293K +27,738 New
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$281K +$20.8K +1,975 +8%
SWM
256
Seed Wealth Management
Illinois
$276K -$22.7K -2,150 -7%
TPCW
257
TD Private Client Wealth
New York
$275K -$68.8K -6,526 -20%
AC
258
AlphaCore Capital
California
$275K +$66.7K +6,324 +31%
CGL
259
Clarius Group LLC
Washington
$272K
PA
260
Parallel Advisors
California
$272K +$88K +8,348 +47%
CA
261
Clearstead Advisors
Ohio
$265K +$9.26K +878 +4%
OIA
262
OneDigital Investment Advisors
Kansas
$265K -$90.3K -8,563 -25%
PP
263
PDS Planning
Ohio
$264K +$40K +3,796 +18%
MWA
264
MN Wealth Advisors
Kansas
$264K +$2.9K +275 +1%
HTC
265
Haverford Trust Company
Pennsylvania
$260K
CWM
266
Congress Wealth Management
Massachusetts
$260K +$27.4K +2,601 +12%
DADC
267
D.A. Davidson & Co
Montana
$260K -$12.4K -1,172 -4%
JG
268
Jain Global
New York
$258K +$263K +24,891 New
HCMT
269
Highland Capital Management (Tennessee)
Tennessee
$256K -$5.54K -525 -2%
VFA
270
Valeo Financial Advisors
Indiana
$255K +$36.3K +3,441 +16%
MFIM
271
Mesirow Financial Investment Management
Illinois
$252K +$34.6K +3,282 +16%
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
$249K -$262K -24,845 -51%
OC
273
Oppenheimer & Co
New York
$248K -$15.3K -1,451 -6%
CIA
274
Choate Investment Advisors
Massachusetts
$243K -$46K -4,358 -16%
TCA
275
Transcend Capital Advisors
New Jersey
$243K +$84.7K +8,035 +52%

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.