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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
CSC
476
Caldwell Sutter Capital
California
$10.5K -$559 -53 -5%
DF
477
Dunhill Financial
United Kingdom
$10.4K
KFI
478
Key Financial Inc
Pennsylvania
$10.4K -$11.7K -1,108 -53%
CYG
479
Clean Yield Group
Vermont
$10.4K
PCC
480
Park Circle Company
Maryland
$10.4K
MIM
481
MTM Investment Management
South Carolina
$10.3K +$10.4K +989 New
VNA
482
Valley National Advisers
Pennsylvania
$10K
LWCFA
483
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.85K
PGAM
484
Princeton Global Asset Management
New Jersey
$9.85K
AUB
485
Atlantic Union Bankshares
Virginia
$9.74K +$9.9K +939 New
WWM
486
Wolff Wiese Magana
California
$9.5K
HNB
487
Huntington National Bank
Ohio
$9.31K +$2.19K +208 +30%
AIC
488
Archer Investment Corporation
Indiana
$9.2K +$53 +5 +0.6%
MCM
489
MV Capital Management
Maryland
$8.34K
SAM
490
S.A. Mason
Michigan
$8.3K
VWA
491
VSM Wealth Advisory
Maryland
$8.3K
JGIA
492
Jackson Grant Investment Advisers
Connecticut
$8.28K
ZBNA
493
Zions Bancorporation, National Association
Utah
$8.27K
PWA
494
Physician Wealth Advisors
Utah
$8.21K +$4.06K +385 +95%
NSIM
495
North Star Investment Management
Illinois
$8.04K
GWSG
496
GPS Wealth Strategies Group
Colorado
$7.94K +$327 +31 +4%
DJSG
497
D.J. St. Germain
Massachusetts
$7.79K
CFFP
498
Center for Financial Planning
Michigan
$7.59K
BWL
499
Bogart Wealth LLC
Virginia
$7.35K -$1.46K -138 -16%
TFA
500
Toth Financial Advisory
Virginia
$7.31K

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.