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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
RP
301
Riverbridge Partners
Minnesota
$157K -$42.2K -4,385 -20%
ASN
302
Advisory Services Network
Georgia
$156K +$11.1K +1,155 +7%
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$156K +$10.6K +1,099 +7%
JWCA
304
J.W. Cole Advisors
Florida
$156K -$5.32K -552 -3%
MHC
305
Meyer Handelman Company
New York
$154K
BFS
306
Beacon Financial Strategies
North Carolina
$154K
YIM
307
Yoffe Investment Management
Pennsylvania
$153K
GT
308
Greenleaf Trust
Michigan
$153K -$2.09K -217 -1%
SMH
309
Sanders Morris Harris
Texas
$150K +$161K +16,700 New
QWP
310
Quotient Wealth Partners
Texas
$149K +$4.83K +502 +3%
STA
311
Summit Trail Advisors
New York
$148K +$6.45K +670 +4%
BRWA
312
B. Riley Wealth Advisors
Florida
$147K +$2.93K +304 +2%
MC
313
Moors & Cabot
Massachusetts
$147K -$16.4K -1,702 -9%
Bank of Nova Scotia
314
Bank of Nova Scotia
Ontario, Canada
$147K +$157K +16,334 New
JG
315
Jain Global
New York
$146K -$83K -8,616 -35%
Baird Financial Group
316
Baird Financial Group
Wisconsin
$146K -$19.9K -2,068 -11%
AAS
317
Ameritas Advisory Services
Nebraska
$145K +$56.6K +5,874 +57%
ONB
318
Old National Bancorp
Indiana
$140K +$1.34K +139 +0.9%
SRC
319
Sage Rhino Capital
California
$139K +$530 +55 +0.4%
CCA
320
Checchi Capital Advisers
California
$138K +$1.54K +160 +1%
AF
321
Allworth Financial
California
$137K +$23.5K +2,442 +19%
CIA
322
Concurrent Investment Advisors
Florida
$137K -$7.43K -771 -5%
FAFN
323
First Affirmative Financial Network
Colorado
$136K +$147K +15,217 New
IWM
324
IHT Wealth Management
Illinois
$136K -$16.7K -1,731 -10%
DCM
325
Dimension Capital Management
Florida
$136K -$12.3K -1,276 -8%

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.