We are live on ! Find out more

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
BF
376
Brucke Financial
Indiana
$112K +$7.25K +687 +7%
HCP
377
Hexagon Capital Partners
Arkansas
$112K -$3.93K -373 -3%
AO
378
Advisor OS
Illinois
$110K -$13.6K -1,286 -11%
SMA
379
Sage Mountain Advisors
Georgia
$110K -$4.3K -408 -4%
TC
380
TownSquare Capital
Utah
$109K -$1.98M -187,714 -95%
SWM
381
SeaCrest Wealth Management
New York
$107K -$664 -63 -0.6%
AAS
382
Ameritas Advisory Services
Nebraska
$106K -$87.3K -8,279 -45%
VCA
383
Verdence Capital Advisors
Maryland
$104K +$106K +10,013 New
CI
384
Corient IA
Florida
$104K
CH
385
Cromwell Holdings
Wyoming
$101K
BBHC
386
Brown Brothers Harriman & Co
New York
$95.5K +$17.3K +1,639 +22%
FFA
387
Farther Finance Advisors
California
$94.2K -$39.9K -3,780 -29%
CTC
388
Central Trust Company
Missouri
$92.6K
PTC
389
Private Trust Company
Ohio
$91.2K +$10.9K +1,032 +13%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$84.3K -$129K -12,252 -60%
PB
391
Pinnacle Bancorp
Nebraska
$77K +$7.95K +754 +11%
TWC
392
TD Waterhouse Canada
Ontario, Canada
$73.8K -$1.75K -166 -2%
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$73.2K -$2.56K -243 -3%
TFGT
394
TS Financial Group (TSFG)
Illinois
$71K
CFB
395
Cullen/Frost Bankers
Texas
$70K +$4.8K +455 +7%
CSP
396
Cary Street Partners
Virginia
$68.9K +$11.7K +1,113 +20%
AF
397
Advisornet Financial
Minnesota
$63.1K +$285 +27 +0.4%
AA
398
Addison Advisors
Vermont
$61.5K +$4.8K +455 +8%
AAP
399
Arax Advisory Partners
Colorado
$61.2K -$348 -33 -0.7%
WT
400
Whittier Trust
California
$60.8K

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.