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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
TPCW
276
TD Private Client Wealth
New York
$192K -$48.8K -5,065 -19%
AWM
277
Apollon Wealth Management
South Carolina
$191K -$9.45K -981 -4%
OIA
278
OneDigital Investment Advisors
Kansas
$190K -$42.1K -4,370 -17%
PI
279
PFG Investments
New York
$190K -$5.08K -528 -2%
MYIA
280
Mount Yale Investment Advisors
Colorado
$188K +$191K +19,809 +1,756%
ASG
281
Ariston Services Group
California
$186K
SI
282
Seeds Investor
New York
$186K -$21K -2,184 -10%
VCM
283
Versant Capital Management
Arizona
$186K -$153K -15,884 -43%
AWM
284
AE Wealth Management
Kansas
$181K -$1.88K -195 -1%
RC
285
Rexford Capital
Texas
$177K +$16.4K +1,700 +9%
GWM
286
Greenwich Wealth Management
Connecticut
$175K
CCB
287
Country Club Bank
Missouri
$173K +$40K +4,152 +27%
LFA
288
Legacy Financial Advisors
Kentucky
$171K +$183K +19,039 New
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K +$76.3K +7,927 +72%
LFAS
290
Level Four Advisory Services
Texas
$169K -$520 -54 -0.3%
BJL
291
Brighton Jones LLC
Washington
$169K +$26.1K +2,711 +17%
CCIA
292
Campbell & Co Investment Adviser
Maryland
$168K -$613K -63,649 -77%
PP
293
PDS Planning
Ohio
$166K -$66.7K -6,923 -27%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$166K -$21.1K -2,196 -11%
BPA
295
Beacon Pointe Advisors
California
$165K +$48.2K +5,001 +37%
MCM
296
MAI Capital Management
Ohio
$163K -$27K -2,805 -13%
GSEP
297
Golden State Equity Partners
California
$162K +$24.1K +2,499 +16%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$161K +$94.1K +9,773 +120%
OL
299
Optas LLC
Texas
$160K -$33.4K -3,470 -16%
LGF
300
LGT Group Foundation
Liechtenstein
$159K -$2.88K -299 -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.