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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
CPA
326
Cardiff Park Advisors
California
$134K
PFG
327
Prospect Financial Group
Virginia
$132K -$25.9K -2,691 -15%
AGA
328
Arkos Global Advisors
Texas
$131K +$141K +14,625 New
FHA
329
Flagship Harbor Advisors
Massachusetts
$130K -$8.19K -850 -6%
SMA
330
Seven Mile Advisory
New Jersey
$130K -$15.7K -1,631 -10%
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$127K +$21.2K +2,197 +18%
HKAM
332
Horizon Kinetics Asset Management
New York
$126K +$5.69K +591 +4%
WFI
333
West Family Investments
California
$126K -$6.58K -683 -5%
KP
334
Keel Point
Alabama
$125K -$89.8K -9,323 -40%
PCS
335
Personal CFO Solutions
New Jersey
$124K -$37.2K -3,858 -22%
HFP
336
Holistic Financial Partners
Indiana
$123K +$5.34K +554 +4%
BWM
337
Baron Wealth Management
Michigan
$122K -$29.6K -3,073 -18%
ESB
338
Essex Savings Bank
Connecticut
$119K -$13.4K -1,387 -9%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$118K +$3.8K +395 +3%
FFA
340
Farther Finance Advisors
California
$117K +$38.5K +3,993 +44%
GF
341
Gabelli Funds
New York
$117K
BBHC
342
Brown Brothers Harriman & Co
New York
$115K +$34.5K +3,577 +39%
GRP
343
Global Retirement Partners
California
$114K -$31.1K -3,231 -20%
BA
344
Ballew Advisors
Mississippi
$114K -$4.38K -455 -4%
CWM
345
Cornerstone Wealth Management
Missouri
$112K -$3.98K -413 -3%
UB
346
UMB Bank
Missouri
$111K -$40.1K -4,163 -25%
HW
347
Hancock Whitney
Mississippi
$110K +$799 +83 +0.7%
MAM
348
Marotta Asset Management
Virginia
$109K -$7.68K -797 -6%
OPA
349
Old Port Advisors
Maine
$108K -$9.58K -995 -8%
Lazard Asset Management
350
Lazard Asset Management
New York
$108K

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.