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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
CIA
326
Concurrent Investment Advisors
Florida
$166K -$3.77K -357 -2%
GRP
327
Global Retirement Partners
California
$166K +$169K +15,977 New
STA
328
Summit Trail Advisors
New York
$165K +$167K +15,872 New
GSEP
329
Golden State Equity Partners
California
$162K +$3.85K +365 +2%
SRC
330
Sage Rhino Capital
California
$161K +$2.84K +269 +2%
CCB
331
Country Club Bank
Missouri
$161K +$22.7K +2,152 +16%
ONB
332
Old National Bancorp
Indiana
$160K -$28.6K -2,709 -15%
FHA
333
Flagship Harbor Advisors
Massachusetts
$159K +$9.31K +883 +6%
CCA
334
Checchi Capital Advisers
California
$158K +$306 +29 +0.2%
CPA
335
Cardiff Park Advisors
California
$154K
ASN
336
Advisory Services Network
Georgia
$153K -$8.65K -820 -5%
WFI
337
West Family Investments
California
$153K -$11.5K -1,086 -7%
NHC
338
Nicholas Hoffman & Company
Georgia
$153K -$7.25K -687 -4%
ESB
339
Essex Savings Bank
Connecticut
$152K -$4.24K -402 -3%
SAI
340
Savvy Advisors Inc
New York
$144K +$146K +13,885 New
AAM
341
Aureus Asset Management
Massachusetts
$143K -$11.9K -1,127 -8%
DOA
342
D'Orazio & Associates
Virginia
$140K +$34K +3,224 +31%
HKAM
343
Horizon Kinetics Asset Management
New York
$140K -$6.23K -591 -4%
BPA
344
Beacon Pointe Advisors
California
$139K -$135K -12,798 -49%
HFP
345
Holistic Financial Partners
Indiana
$136K -$2.69K -255 -2%
AF
346
Allworth Financial
California
$135K +$34.8K +3,302 +34%
OPA
347
Old Port Advisors
Maine
$135K -$39.8K -3,774 -22%
GF
348
Gabelli Funds
New York
$135K
SIM
349
Stratos Investment Management
Ohio
$135K +$137K +12,995 New
EWM
350
Endowment Wealth Management
Wisconsin
$134K -$7.75K -735 -5%

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.