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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
SIS
451
Sound Income Strategies
Florida
$17.1K +$3.81K +361 +28%
CAM
452
Costello Asset Management
Pennsylvania
$17K
CT
453
Clearstead Trust
Maine
$16.5K +$16.8K +1,593 New
AA
454
Ancora Advisors
Ohio
$16.3K +$781 +74 +5%
FDCP
455
Foster Dykema Cabot & Partners
Massachusetts
$15K
CMP
456
Coston McIsaac & Partners
Maine
$15K
CI
457
CX Institutional
Indiana
$15K
JWA
458
JFS Wealth Advisors
Pennsylvania
$14.9K -$601 -57 -4%
TPWA
459
Twin Peaks Wealth Advisors
California
$14.6K +$16.1K +1,525 New
WTC
460
WhitTier Trust Company
Nevada
$13.7K -$4.97K -471 -26%
GEA
461
Glen Eagle Advisors
New Jersey
$13.3K
EB
462
Eastern Bank
Massachusetts
$13.3K
DIP
463
DT Investment Partners
Pennsylvania
$13K
CFD
464
Creative Financial Designs
Indiana
$13K -$2.72K -258 -17%
AAG
465
Armstrong Advisory Group
Massachusetts
$12.8K
CNBTD
466
Citizens National Bank Trust Department
Mississippi
$12.7K
TIM
467
Tortoise Investment Management
New York
$12.4K
CIAM
468
Caitong International Asset Management
Hong Kong
$12.4K -$119K -11,319 -90%
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
$12.1K +$12.3K +1,170 New
RBC
470
Roble Belko & Company
Pennsylvania
$12K
IWM
471
IMG Wealth Management
Florida
$11.7K +$11.9K +1,128 New
MYIA
472
Mount Yale Investment Advisors
Colorado
$11.7K +$11.9K +1,128 New
WA
473
Whipplewood Advisors
Colorado
$11.6K +$2.83K +268 +31%
MHR
474
Matthew Hamilton Rosenberg
$11.4K
TH
475
TCTC Holdings
Texas
$10.5K

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.