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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
TCOT
401
Trust Company of Toledo
Ohio
$32.1K
BC
402
Barrett & Company
Rhode Island
$31.4K +$48 +5 +0.1%
GKIM
403
GW&K Investment Management
Massachusetts
$31K -$58 -6 -0.2%
CNBTD
404
Citizens National Bank Trust Department
Mississippi
$29.4K +$19.8K +2,051 +167%
HNB
405
Hilltop National Bank
Wyoming
$29K
IA
406
IFP Advisors
Florida
$28.6K -$8.53K -886 -22%
SWA
407
SOA Wealth Advisors
New York
$27.9K +$11.3K +1,170 +60%
RIL
408
Rothschild Investment LLC
Illinois
$27.2K -$5.58K -579 -16%
GBT
409
Grove Bank & Trust
Florida
$27K
RA
410
Ransom Advisory
Rhode Island
$26.9K
CSB
411
City State Bank
Iowa
$24.7K -$385 -40 -1%
FMTCOCP
412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
JWA
413
JFS Wealth Advisors
Pennsylvania
$23.1K +$10.9K +1,136 +79%
SIC
414
Salem Investment Counselors
North Carolina
$21.6K
POIA
415
Pin Oak Investment Advisors
Texas
$21.4K -$5.87K -609 -20%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$20.9K -$5.89K -612 -21%
EB
417
Eastern Bank
Massachusetts
$20K +$9.15K +950 +74%
MA
418
Montag & Associates
Georgia
$18.9K +$982 +102 +5%
Macquarie Group
419
Macquarie Group
Australia
$18K +$2.85K +296 +17%
GK
420
Graney & King
New York
$18K +$125 +13 +0.7%
BFPW
421
BOK Financial Private Wealth
Colorado
$17.9K
MWPCG
422
Measured Wealth Private Client Group
New Hampshire
$17.9K +$19.2K +1,997 New
ST
423
Smithfield Trust
Pennsylvania
$17K -$14.4K -1,490 -43%
CT
424
Colonial Trust
South Carolina
$16.4K -$405 -42 -2%
HPC
425
HM Payson & Co
Maine
$16.2K

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.