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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
GWM
451
Geneos Wealth Management
Colorado
$9.32K -$34.7K -3,602 -78%
TH
452
TCTC Holdings
Texas
$9.12K
CSC
453
Caldwell Sutter Capital
California
$9.05K
DF
454
Dunhill Financial
United Kingdom
$9.03K
HDIM
455
Hanson & Doremus Investment Management
Vermont
$9K -$12.8K -1,332 -56%
CI
456
CX Institutional
Indiana
$9K -$4.76K -494 -33%
CYG
457
Clean Yield Group
Vermont
$8.97K
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.9K
MIM
459
MTM Investment Management
South Carolina
$8.87K
EPAM
460
Evelyn Partners Asset Management
$8.71K +$9.35K +971 New
PGAM
461
Princeton Global Asset Management
New Jersey
$8.52K
FG
462
Fairman Group
Pennsylvania
$8.31K +$8.69K +902 +3,608%
WWA
463
Wealth Watch Advisors
Colorado
$8.25K +$8.86K +920 New
WWM
464
Wolff Wiese Magana
California
$8.22K
CB
465
CNB Bank
Pennsylvania
$8.16K +$8.76K +910 New
AIC
466
Archer Investment Corporation
Indiana
$7.99K +$29 +3 +0.3%
TFA
467
Transamerica Financial Advisors
Florida
$7.88K +$8.47K +879 New
HI
468
Harbour Investments
Wisconsin
$7.81K +$1.78K +185 +27%
Deutsche Bank
469
Deutsche Bank
Germany
$7.63K -$22.5K -2,331 -73%
WIM
470
Westside Investment Management
California
$7.37K +$7.88K +818 New
ZBNA
471
Zions Bancorporation, National Association
Utah
$7.26K +$116 +12 +2%
HHGA
472
Halbert Hargrove Global Advisors
California
$7.25K +$7.78K +808 New
MCM
473
MV Capital Management
Maryland
$7.21K
VWA
474
VSM Wealth Advisory
Maryland
$7.18K
AA
475
Ancora Advisors
Ohio
$7.16K -$7.46K -775 -49%

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.