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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
JGIA
476
Jackson Grant Investment Advisers
Connecticut
$7.16K
GWSG
477
GPS Wealth Strategies Group
Colorado
$6.88K +$10 +1 +0.1%
NS
478
NBC Securities
Alabama
$6.77K
VWWMG
479
Vermillion & White Wealth Management Group
Pennsylvania
$6.61K +$7.1K +737 New
DIP
480
DT Investment Partners
Pennsylvania
$6.55K -$5.01K -520 -42%
TFA
481
Toth Financial Advisory
Virginia
$6.32K
TFM
482
TFC Financial Management
Massachusetts
$6.28K +$6.74K +700 New
PSB
483
Piscataqua Savings Bank
New Hampshire
$6.12K
SN
484
Sittner & Nelson
Oregon
$6.11K
CTWM
485
Cherry Tree Wealth Management
Minnesota
$6.06K
FCG
486
Financial Connections Group
California
$6K
DJSG
487
D.J. St. Germain
Massachusetts
$5.84K -$963 -100 -13%
W
488
WealthCollab
Washington
$5.83K
FCAS
489
First Command Advisory Services
Texas
$5.8K
CWM
490
Cranbrook Wealth Management
Michigan
$5.71K
FP
491
Financial Perspectives
Minnesota
$5.63K
TWD
492
True Wealth Design
Ohio
$5.59K +$4.91K +510 +451%
BWL
493
Bogart Wealth LLC
Virginia
$5.45K -$973 -101 -14%
PCC
494
Park Circle Company
Maryland
$5.38K -$3.85K -400 -40%
HNB
495
Huntington National Bank
Ohio
$5.26K -$3K -311 -35%
CTA
496
Colonial Trust Advisors
South Carolina
$4.66K
BFS
497
Bare Financial Services
Pennsylvania
$4.6K -$270 -28 -5%
OPTFSNA
498
Old Point Trust & Financial Services N A
Virginia
$4.49K
OIA
499
Optimum Investment Advisors
Illinois
$4.49K
MA
500
MCF Advisors
Kentucky
$4.31K

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.