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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
MAM
351
Marotta Asset Management
Virginia
$134K -$38K -3,603 -22%
CWM
352
Cornerstone Wealth Management
Missouri
$134K -$1.35K -128 -1%
RCAG
353
Rehmann Capital Advisory Group
Michigan
$133K -$2.2K -209 -2%
BA
354
Ballew Advisors
Mississippi
$132K +$74 +7 +0.1%
SC
355
Scotia Capital
Ontario, Canada
$126K +$274 +26 +0.2%
HW
356
Hancock Whitney
Mississippi
$126K +$5.74K +544 +5%
AWM
357
Aprio Wealth Management
Georgia
$125K +$127K +12,028 New
Lazard Asset Management
358
Lazard Asset Management
New York
$124K
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$123K -$20.7K -1,961 -14%
MMA
360
Miracle Mile Advisors
California
$123K +$125K +11,897 New
FA
361
Fiduciary Alliance
South Carolina
$121K +$5.9K +559 +5%
FFP
362
FourThought Financial Partners
Florida
$121K +$123K +11,621 New
EA
363
Echo45 Advisors
California
$118K +$120K +11,418 New
IWC
364
Integrated Wealth Concepts
Massachusetts
$118K -$14.8K -1,403 -11%
DW30
365
Drucker Wealth 3.0
New Jersey
$117K +$123K +11,617 New
QWM
366
Quadcap Wealth Management
Texas
$116K +$7.42K +704 +7%
TSS
367
Two Sigma Securities
New York
$116K +$118K +11,190 New
LWL
368
Leo Wealth LLC
Texas
$116K -$3.69K -350 -3%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$4.22K -400 -3%
SCP
370
Sivia Capital Partners
California
$114K -$1.15K -109 -1%
Simplex Trading
371
Simplex Trading
Illinois
$113K +$115K +10,913 New
AF
372
Atala Financial
California
$113K
GWM
373
Gibbs Wealth Management
Georgia
$113K +$114K +10,852 New
PPC
374
Park Place Capital
Alabama
$112K
EM
375
Excalibur Management
Massachusetts
$112K -$21 -2 -0%

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.