We are live on ! Find out more

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
FA
351
Fiduciary Alliance
South Carolina
$105K -$183 -19 -0.2%
PA
352
Procyon Advisors
Connecticut
$104K -$61.5K -6,385 -36%
EWM
353
Empirical Wealth Management
Washington
$103K +$110K +11,440 New
SMA
354
Sage Mountain Advisors
Georgia
$102K +$7.94K +824 +8%
CA
355
Calton & Associates
Florida
$102K +$110K +11,373 New
SWP
356
Stratos Wealth Partners
Ohio
$102K +$109K +11,345 New
NHC
357
Nicholas Hoffman & Company
Georgia
$102K -$32.7K -3,394 -23%
EWM
358
Endowment Wealth Management
Wisconsin
$100K -$16.8K -1,748 -14%
AF
359
Atala Financial
California
$97.5K
PPC
360
Park Place Capital
Alabama
$97.5K
SCP
361
Sivia Capital Partners
California
$97.4K -$1.26K -131 -1%
DWM
362
Drive Wealth Management
Utah
$96.9K -$614K -63,709 -85%
MMA
363
Miracle Mile Advisors
California
$95.7K -$11.8K -1,224 -10%
IWC
364
Integrated Wealth Concepts
Massachusetts
$95.7K -$6.5K -675 -6%
EM
365
Excalibur Management
Massachusetts
$93.6K -$3.93K -408 -4%
MHC
366
May Hill Capital
Massachusetts
$93.6K +$100K +10,431 New
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$93.1K +$100K +10,383 New
PFS
368
Prospera Financial Services
Texas
$91.9K +$98.7K +10,246 New
NRC
369
New Republic Capital
North Carolina
$91K +$97.7K +10,141 New
APM
370
a16z Perennial Management
California
$90.6K +$97.2K +10,097 New
PFA
371
Pure Financial Advisors
California
$90.5K +$97.2K +10,087 New
SC
372
Scotia Capital
Ontario, Canada
$90.3K -$20.5K -2,125 -17%
CH
373
Cromwell Holdings
Wyoming
$87K
AAP
374
Arax Advisory Partners
Colorado
$83.4K +$47.3K +4,916 +112%
PTC
375
Private Trust Company
Ohio
$73.5K -$5.8K -602 -7%

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.