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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
RC
301
Rexford Capital
Texas
$187K +$190K +18,024 New
LGF
302
LGT Group Foundation
Liechtenstein
$186K +$36.3K +3,437 +24%
PA
303
Procyon Advisors
Connecticut
$186K -$2.58M -244,898 -93%
JWCA
304
J.W. Cole Advisors
Florida
$186K +$3.8K +360 +2%
PCS
305
Personal CFO Solutions
New Jersey
$184K -$17.6K -1,670 -9%
FHA
306
First Horizon Advisors
Tennessee
$182K +$13.7K +1,302 +8%
PFG
307
Prospect Financial Group
Virginia
$180K +$14.1K +1,339 +8%
GT
308
Greenleaf Trust
Michigan
$179K +$211 +20 +0.1%
MHC
309
Meyer Handelman Company
New York
$178K +$181K +17,169 New
GS
310
GTS Securities
New York
$178K +$181K +17,117 New
BFS
311
Beacon Financial Strategies
North Carolina
$177K
YIM
312
Yoffe Investment Management
Pennsylvania
$177K
IWM
313
IHT Wealth Management
Illinois
$175K -$17.3K -1,640 -9%
BWM
314
Baron Wealth Management
Michigan
$173K -$45.9K -4,350 -21%
UB
315
UMB Bank
Missouri
$172K +$39.9K +3,781 +30%
SWP
316
Sagespring Wealth Partners
Tennessee
$172K +$175K +16,562 New
DCM
317
Dimension Capital Management
Florida
$170K +$4.44K +421 +3%
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$169K +$28.6K +2,708 +20%
JSW
319
Journey Strategic Wealth
New Jersey
$168K +$171K +16,231 New
WI
320
WrapManager Inc
California
$168K +$29.4K +2,783 +21%
QWP
321
Quotient Wealth Partners
Texas
$168K -$26.3K -2,497 -13%
BJL
322
Brighton Jones LLC
Washington
$167K -$44.8K -4,252 -21%
SMA
323
Seven Mile Advisory
New Jersey
$167K -$1.37K -130 -0.8%
DT
324
Diversified Trust
Tennessee
$167K +$170K +16,095 New
BRWA
325
B. Riley Wealth Advisors
Florida
$167K +$170K +16,088 New

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.