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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
GI
276
GAMMA Investing
California
$243K +$13.8K +1,306 +6%
KP
277
Keel Point
Alabama
$241K +$81K +7,677 +49%
IC
278
Iconiq Capital
California
$239K -$24.4K -2,311 -9%
SI
279
Seeds Investor
New York
$237K -$13.4K -1,270 -5%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$237K -$7.87K -746 -3%
FCG
281
Fielder Capital Group
Tennessee
$237K
DS
282
DRW Securities
Illinois
$236K +$244K +23,108 New
AWM
283
Apollon Wealth Management
South Carolina
$231K +$6.2K +588 +3%
WSFS
284
Wilmington Savings Fund Society
Delaware
$228K -$28.9K -2,741 -11%
RP
285
Riverbridge Partners
Minnesota
$227K -$1.36K -129 -0.6%
PI
286
PFG Investments
New York
$225K +$3.88K +368 +2%
Bessemer Group
287
Bessemer Group
New Jersey
$224K -$14.1K -1,338 -6%
B
288
Bailard
California
$223K -$16.5K -1,568 -7%
OL
289
Optas LLC
Texas
$221K
KFGK
290
Keystone Financial Group (Kentucky)
Kentucky
$220K -$148 -14 -0.1%
BC
291
Bridgefront Capital
Texas
$219K -$155K -14,732 -41%
MCM
292
MAI Capital Management
Ohio
$217K +$63.4K +6,013 +40%
ASG
293
Ariston Services Group
California
$215K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$214K -$1.97M -187,165 -90%
AWM
295
AE Wealth Management
Kansas
$211K +$11.3K +1,068 +6%
EWA
296
EP Wealth Advisors
California
$210K -$30.9K -2,934 -13%
GWM
297
Greenwich Wealth Management
Connecticut
$203K
LFAS
298
Level Four Advisory Services
Texas
$196K -$3.9K -370 -2%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$190K -$538K -51,044 -74%
MC
300
Moors & Cabot
Massachusetts
$187K

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.