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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
LFG
426
Larson Financial Group
Missouri
$15.8K -$21.7K -2,256 -56%
CPG
427
Cornerstone Planning Group
New Jersey
$15.6K +$9.05K +940 +123%
WBC
428
West Branch Capital
Massachusetts
$15.4K
SIS
429
Sound Income Strategies
Florida
$14.8K -$29 -3 -0.2%
SL
430
Salomon & Ludwin
Virginia
$14.4K +$13.4K +1,387 +628%
CAM
431
Costello Asset Management
Pennsylvania
$14.4K -$347 -36 -2%
CT
432
Clearstead Trust
Maine
$14.3K
LI
433
LRI Investments
Florida
$14.1K -$2.58K -268 -15%
RFP
434
Root Financial Partners
California
$13.9K +$14.9K +1,548 New
FDCP
435
Foster Dykema Cabot & Partners
Massachusetts
$13K
CMP
436
Coston McIsaac & Partners
Maine
$13K
NWM
437
Navigoe Wealth Management
California
$13K +$14.1K +1,466 New
PFBT
438
Parkside Financial Bank & Trust
Missouri
$12.7K -$7.8K -810 -36%
SWP
439
Strategic Wealth Partners
Ohio
$11.8K -$12K -1,250 -49%
CFD
440
Creative Financial Designs
Indiana
$11.8K +$636 +66 +5%
GEA
441
Glen Eagle Advisors
New Jersey
$11.5K
AAG
442
Armstrong Advisory Group
Massachusetts
$11.1K
IBOK
443
Independence Bank of Kentucky
Kentucky
$11K -$5.3K -550 -31%
RBC
444
Roble Belko & Company
Pennsylvania
$11K
TIM
445
Tortoise Investment Management
New York
$10.8K
NSIM
446
North Star Investment Management
Illinois
$10.6K +$3.93K +408 +53%
IWM
447
IMG Wealth Management
Florida
$10.1K
CA
448
CoreCap Advisors
Michigan
$9.86K +$4.19K +435 +66%
MHR
449
Matthew Hamilton Rosenberg
$9.82K
KFI
450
Key Financial Inc
Pennsylvania
$9.59K +$616 +64 +6%

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.