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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
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$4.11K
VNA
502
Valley National Advisers
Pennsylvania
$4K -$4.53K -470 -47%
FC
503
Financial Consulate
Maryland
$3.99K +$4.29K +445 New
PWA
504
Physician Wealth Advisors
Utah
$3.72K -$3.63K -377 -48%
M
505
MOTCO
Texas
$3.66K
Group One Trading
506
Group One Trading
Illinois
$3.59K -$963 -100 -20%
AIM
507
Anchor Investment Management
South Carolina
$3.59K
AT
508
Arlington Trust
Alabama
$3.59K
NWM
509
Nova Wealth Management
Florida
$3.55K
ETS
510
ESL Trust Services
New York
$3.54K +$3.8K +395 New
BLC
511
Brown, Lisle/Cummings
Rhode Island
$3.52K
BC
512
Broadwater Capital
Massachusetts
$3.36K -$33.8K -3,514 -90%
SS
513
Sunbelt Securities
Texas
$3.36K -$1.25K -130 -26%
GIA
514
GHP Investment Advisors
Colorado
$3.36K
PMFA
515
Plante Moran Financial Advisors
Michigan
$3.35K
PG
516
Proffitt & Goodson
Tennessee
$3.34K +$3.58K +372 New
MEG
517
Millstone Evans Group
Colorado
$3.24K
ADL
518
Asset Dedication LLC
California
$3.19K -$385 -40 -10%
WB
519
Webster Bank
Connecticut
$3.12K
HWM
520
HighMark Wealth Management
Minnesota
$3.06K +$10 +1 +0.3%
GFWA
521
Grey Fox Wealth Advisors
Delaware
$2.99K +$3.21K +333 New
BHWM
522
Beaird Harris Wealth Management
Texas
$2.88K +$376 +39 +14%
RF
523
Rossby Financial
Florida
$2.87K +$3.07K +319 New
SC
524
SouthState Corp
Florida
$2.87K -$1.93K -200 -38%
Q1WB
525
Quest 10 Wealth Builders
Virginia
$2.86K

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.