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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
CTC
376
Central Trust Company
Missouri
$72.2K -$8.5K -883 -10%
GSWM
377
Golden State Wealth Management
California
$68.7K +$47.5K +4,935 +181%
WSFS
378
Wilmington Savings Fund Society
Delaware
$67K -$140K -14,553 -66%
PB
379
Pinnacle Bancorp
Nebraska
$66.6K
CFB
380
Cullen/Frost Bankers
Texas
$64.9K +$4.76K +494 +7%
TFGT
381
TS Financial Group (TSFG)
Illinois
$62K +$67 +7 +0.1%
CSPIA
382
Cary Street Partners Investment Advisory
Virginia
$62K -$1.45K -150 -2%
SSG
383
Summit Securities Group
New York
$59.1K +$63.5K +6,592 New
CIAM
384
Caitong International Asset Management
Hong Kong
$56.7K +$49.4K +5,124 +428%
AF
385
Advisornet Financial
Minnesota
$54.7K +$144 +15 +0.2%
TWC
386
TD Waterhouse Canada
Ontario, Canada
$53.6K -$11.5K -1,189 -17%
MG
387
Mather Group
Illinois
$52.3K +$56.1K +5,826 New
CSP
388
Cary Street Partners
Virginia
$50.4K -$9.9K -1,028 -15%
HWM
389
Hemington Wealth Management
Virginia
$48K +$597 +62 +1%
TCM
390
TruNorth Capital Management
Michigan
$45.4K -$2.89K -300 -6%
AssetMark Inc
391
AssetMark Inc
California
$42.3K +$2.37K +246 +6%
WANY
392
Wealthspire Advisors (New York)
New York
$41.6K +$44.7K +4,636 New
Fidelity International
393
Fidelity International
Bermuda
$41.2K +$96 +10 +0.2%
AA
394
Addison Advisors
Vermont
$40.4K -$13.8K -1,432 -24%
WTA
395
Washington Trust Advisors
Massachusetts
$37.3K -$693 -72 -2%
Toronto Dominion Bank
396
Toronto Dominion Bank
Ontario, Canada
$37K +$6.41K +665 +19%
HCM
397
Hollencrest Capital Management
California
$35.6K
SC
398
Stance Capital
Massachusetts
$34.2K +$36.7K +3,810 New
SWM
399
Spire Wealth Management
Virginia
$34K -$299 -31 -0.8%
AUB
400
Atlantic Union Bankshares
Virginia
$33.2K +$26.6K +2,758 +294%

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.