We are live on ! Find out more

619 hedge funds and large institutions have $5.68B invested in Haleon in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $518K | Put options by funds: $115K

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

2% more funds holding

Funds holding: 608619 (+11)

0.04% more ownership

Funds ownership: 12.72%12.75% (+0.04%)

2% less capital invested

Capital invested by funds: $5.79B → $5.68B (-$109M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
619
Holders Change
+11
Holders Change %
+1.81%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
87
Increased
213
Reduced
177
Closed
63
Calls
$518K
Puts
$115K
Net Calls
+$403K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
PFG Investments
New York
$185K -$16.7K -1,601 -8%
EL
302
EWA LLC
Pennsylvania
$182K -$10.4K -1,001 -5%
Invesco
303
Invesco
Georgia
$179K -$36.2K -3,478 -16%
SCA
304
Snowden Capital Advisors
New York
$175K -$23.4K -2,252 -11%
RP
305
Riverbridge Partners
Minnesota
$175K
VWM
306
Venturi Wealth Management
Texas
$173K +$44.2K +4,244 +33%
AWM
307
AE Wealth Management
Kansas
$172K -$11.4K -1,098 -6%
BFS
308
Beacon Financial Strategies
North Carolina
$171K
YIM
309
Yoffe Investment Management
Pennsylvania
$171K
CIA
310
Choate Investment Advisors
Massachusetts
$170K +$104 +10 +0.1%
EPW
311
Evolve Private Wealth
California
$169K +$10.5K +1,014 +6%
PP
312
PDS Planning
Ohio
$167K
QWP
313
Quotient Wealth Partners
Texas
$164K +$12.4K +1,195 +8%
SI
314
Seeds Investor
New York
$164K -$42K -4,033 -19%
SRC
315
Sage Rhino Capital
California
$164K +$7.77K +747 +5%
GS
316
GTS Securities
New York
$162K +$168K +16,176 New
DW30
317
Drucker Wealth 3.0
New Jersey
$162K +$6.86K +659 +4%
IWM
318
IHT Wealth Management
Illinois
$161K -$1.02K -98 -0.6%
AAS
319
Ameritas Advisory Services
Nebraska
$161K +$957 +92 +0.6%
PCS
320
Personal CFO Solutions
New Jersey
$157K +$16.9K +1,620 +12%
DCM
321
Dimension Capital Management
Florida
$155K
KWM
322
Keebeck Wealth Management
Illinois
$154K +$160K +15,349 New
BBHC
323
Brown Brothers Harriman & Co
New York
$152K +$75.4K +7,245 +91%
DWM
324
Diversify Wealth Management
Utah
$150K +$167K +16,091 New
SWP
325
Sagespring Wealth Partners
Tennessee
$149K +$19.4K +1,861 +14%