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
RA
426
Ransom Advisory
Rhode Island
$31.1K
BCWM
427
Bartlett & Co Wealth Management
Ohio
$30.5K +$3.69K +350 +14%
AG
428
AmeriFlex Group
Nevada
$30.2K -$3.39K -321 -10%
POIA
429
Pin Oak Investment Advisors
Texas
$30K
ACA
430
Atlas Capital Advisors
Wyoming
$29.9K
CSB
431
City State Bank
Iowa
$29K
SO
432
Sierra Ocean
California
$28.8K
GSWM
433
Golden State Wealth Management
California
$28.2K +$14.9K +1,410 +108%
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K
TRCT
435
Tower Research Capital (TRC)
New York
$27.6K +$25.5K +2,417 +983%
SWP
436
Strategic Wealth Partners
Ohio
$26.6K +$27.1K +2,565 New
SIC
437
Salem Investment Counselors
North Carolina
$25K -$6.46K -612 -20%
HDIM
438
Hanson & Doremus Investment Management
Vermont
$25K +$17.5K +1,662 +234%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$23.1K +$8.09K +767 +53%
MA
440
Montag & Associates
Georgia
$20.7K -$7.96K -755 -27%
BFPW
441
BOK Financial Private Wealth
Colorado
$20.7K
GK
442
Graney & King
New York
$20.6K +$232 +22 +1%
SWA
443
SOA Wealth Advisors
New York
$20.1K
CT
444
Colonial Trust
South Carolina
$19.4K +$253 +24 +1%
LI
445
LRI Investments
Florida
$19.1K
HPC
446
HM Payson & Co
Maine
$18.8K
IBOK
447
Independence Bank of Kentucky
Kentucky
$18.5K +$11.6K +1,100 +162%
Macquarie Group
448
Macquarie Group
Australia
$18K +$548 +52 +3%
WBC
449
West Branch Capital
Massachusetts
$17.8K
NB
450
NBT Bank
New York
$17.5K

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.