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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
TCM
401
TruNorth Capital Management
Michigan
$55.6K
HWM
402
Hemington Wealth Management
Virginia
$55K
GWM
403
Geneos Wealth Management
Colorado
$48.1K -$94.2K -8,934 -66%
Fidelity International
404
Fidelity International
Bermuda
$47.5K +$4.08K +387 +9%
GM
405
GeoWealth Management
Illinois
$46.6K +$47.4K +4,492 New
PAS
406
Point72 Asia (Singapore)
Singapore
$46.4K +$47.2K +4,471 New
AssetMark Inc
407
AssetMark Inc
California
$46.3K -$157K -14,923 -77%
WTA
408
Washington Trust Advisors
Massachusetts
$43.8K +$844 +80 +2%
IA
409
IFP Advisors
Florida
$42.3K +$2.86K +271 +7%
LFG
410
Larson Financial Group
Missouri
$41.6K +$32.5K +3,082 +330%
HCM
411
Hollencrest Capital Management
California
$41.1K -$9.57K -907 -19%
SWM
412
Spire Wealth Management
Virginia
$39.6K +$707 +67 +2%
GWM
413
Gitterman Wealth Management
New Jersey
$39.4K +$40K +3,796 New
CWM
414
CarsonAllaria Wealth Management
Illinois
$37.5K +$38.1K +3,612 New
RIL
415
Rothschild Investment LLC
Illinois
$37.4K -$1.2K -114 -3%
TCOT
416
Trust Company of Toledo
Ohio
$37.1K +$37.7K +3,575 New
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
$37K
BC
418
Barrett & Company
Rhode Island
$36.2K +$95 +9 +0.3%
GKIM
419
GW&K Investment Management
Massachusetts
$36K +$675 +64 +2%
PAI
420
Pittenger & Anderson Inc
Nebraska
$35.6K +$36.2K +3,429 New
ST
421
Smithfield Trust
Pennsylvania
$35K
HNB
422
Hilltop National Bank
Wyoming
$33.5K +$34.1K +3,229 New
OWA
423
Opal Wealth Advisors
New York
$33.4K +$3.99K +378 +13%
Deutsche Bank
424
Deutsche Bank
Germany
$33K +$580 +55 +2%
GBT
425
Grove Bank & Trust
Florida
$31.2K

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.