We are live on ! Find out more

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
SWM
251
Seed Wealth Management
Illinois
$238K
EWA
252
EverSource Wealth Advisors
Alabama
$238K -$192K -19,893 -43%
Allspring Global Investments
253
Allspring Global Investments
North Carolina
$227K -$55.2K -5,732 -18%
LNWTC
254
Laird Norton Wetherby Trust Company
Washington
$224K -$136K -14,091 -36%
DADC
255
D.A. Davidson & Co
Montana
$222K -$3.51K -364 -1%
DWT
256
Dorsey & Whitney Trust
South Dakota
$221K -$48K -4,982 -17%
HTC
257
Haverford Trust Company
Pennsylvania
$219K -$6.2K -644 -3%
CA
258
Clearstead Advisors
Ohio
$219K -$10.9K -1,129 -4%
FHC
259
First Horizon Corporation
Tennessee
$216K +$232K +24,081 New
SCA
260
Snowden Capital Advisors
New York
$215K -$130K -13,539 -36%
OC
261
Oppenheimer & Co
New York
$212K -$2.57K -267 -1%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$212K -$3K -312 -1%
RCA
263
Resonant Capital Advisors
Wisconsin
$210K -$57.6K -5,983 -20%
GI
264
GAMMA Investing
California
$210K -$250 -26 -0.1%
VFA
265
Valeo Financial Advisors
Indiana
$206K -$15.4K -1,601 -7%
CIA
266
Choate Investment Advisors
Massachusetts
$206K -$4.84K -503 -2%
FCG
267
Fielder Capital Group
Tennessee
$205K
TPI
268
Trust Point Inc
Wisconsin
$203K +$218K +22,627 New
PA
269
Parallel Advisors
California
$201K -$37.4K -3,882 -15%
BP
270
Ballentine Partners
Massachusetts
$201K -$113K -11,777 -35%
IAA
271
Independent Advisor Alliance
North Carolina
$200K -$66.8K -6,938 -24%
DT
272
Diversified Trust
Tennessee
$200K +$59.6K +6,184 +38%
Bessemer Group
273
Bessemer Group
New Jersey
$199K +$6.17K +641 +3%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$194K -$11.8K -1,229 -5%
B
275
Bailard
California
$193K +$482 +50 +0.2%

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.