We are live on ! Find out more

619 hedge funds and large institutions have $5.68B invested in Haleon in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $518K | Put options by funds: $115K

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

2% more funds holding

Funds holding: 608619 (+11)

0.04% more ownership

Funds ownership: 12.72%12.75% (+0.04%)

2% less capital invested

Capital invested by funds: $5.79B → $5.68B (-$109M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
619
Holders Change
+11
Holders Change %
+1.81%
% of All Funds
7.62%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
87
Increased
213
Reduced
177
Closed
63
Calls
$518K
Puts
$115K
Net Calls
+$403K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
526
GHP Investment Advisors
Colorado
$4.42K +$687 +66 +18%
CCWM
527
Cassaday & Co Wealth Management
Virginia
$4.14K +$4.31K +414 New
M
528
MOTCO
Texas
$4.08K
AIM
529
Anchor Investment Management
South Carolina
$4K
BLC
530
Brown, Lisle/Cummings
Rhode Island
$3.93K
RWS
531
Retirement Wealth Solutions
Wisconsin
$3.93K +$2.34K +225 +134%
IWS
532
Intentional Wealth Strategies
Colorado
$3.77K +$3.92K +377 New
SS
533
Sunbelt Securities
Texas
$3.75K
BFP
534
Birchwood Financial Partners
Minnesota
$3.55K
WB
535
Webster Bank
Connecticut
$3.48K
HWM
536
HighMark Wealth Management
Minnesota
$3.46K +$499 +48 +16%
IAAG
537
Innovative Asset Advisors Group
Connecticut
$3.3K +$3.43K +330 New
CFM
538
Cornerstone Financial Management
Massachusetts
$3.22K +$510 +49 +18%
Q1WB
539
Quest 10 Wealth Builders
Virginia
$3.18K
TC
540
Trust Company
Kansas
$3.08K
CTB
541
Country Trust Bank
Illinois
$3K
PWA
542
Provenance Wealth Advisors
Florida
$3K
W
543
WealthCollab
Washington
$3K
CFS
544
CGC Financial Services
Oregon
$2.93K +$10 +1 +0.3%
TC
545
Truvestments Capital
Florida
$2.91K
BWL
546
Bogart Wealth LLC
Virginia
$2.86K
IAS
547
IMA Advisory Services
Colorado
$2.84K -$125 -12 -4%
BHWM
548
Beaird Harris Wealth Management
Texas
$2.82K -$406 -39 -12%
AAG
549
Accordant Advisory Group
Maryland
$2.8K +$2.91K +280 New
BH
550
Burk Holdings
Oklahoma
$2.75K +$2.86K +275 New