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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
HI
501
Harbour Investments
Wisconsin
$7.11K -$62.8K -5,950 -90%
CPG
502
Cornerstone Planning Group
New Jersey
$7.1K +$559 +53 +7%
PSB
503
Piscataqua Savings Bank
New Hampshire
$7.07K
SN
504
Sittner & Nelson
Oregon
$7.06K
CTWM
505
Cherry Tree Wealth Management
Minnesota
$7.01K
FCG
506
Financial Connections Group
California
$7K -$1.05K -100 -12%
NS
507
NBC Securities
Alabama
$7K
CA
508
CoreCap Advisors
Michigan
$6.89K -$6.94K -658 -50%
CIA
509
Cape Investment Advisory
Georgia
$6.74K
W
510
WealthCollab
Washington
$6.74K
FCAS
511
First Command Advisory Services
Texas
$6.71K
CWM
512
Cranbrook Wealth Management
Michigan
$6.6K
FP
513
Financial Perspectives
Minnesota
$6.51K
BCMLT
514
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.51K -$8.09K -767 -55%
KIM
515
Kestra Investment Management
Texas
$6.16K
FPF
516
First Pacific Financial
Washington
$5.97K +$6.08K +576 New
BFS
517
Bare Financial Services
Pennsylvania
$5.61K +$5.71K +541 New
SC
518
SouthState Corp
Florida
$5.39K +$5.49K +520 New
CTA
519
Colonial Trust Advisors
South Carolina
$5.38K -$2.11K -200 -28%
OLVIG
520
Oliver Lagore Vanvalin Investment Group
Michigan
$5.38K +$5.52K +523 New
OPTFSNA
521
Old Point Trust & Financial Services N A
Virginia
$5.18K -$3.54K -336 -40%
OIA
522
Optimum Investment Advisors
Illinois
$5.18K
Group One Trading
523
Group One Trading
Illinois
$5.18K +$5.27K +500 New
NC
524
NewSquare Capital
Pennsylvania
$5.03K +$2.82K +267 +122%
BFP
525
Briaud Financial Planning
Texas
$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.