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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
MA
526
MCF Advisors
Kentucky
$4.98K
SS
527
Sunbelt Securities
Texas
$4.82K +$1.58K +150 +42%
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$4.75K +$4.83K +458 New
CWM
529
Centricity Wealth Management
Ohio
$4.67K +$53 +5 +1%
RI
530
Ridgewood Investments
New Jersey
$4.45K -$5.6K -531 -55%
CTB
531
Country Trust Bank
Illinois
$4.41K
AIM
532
Anchor Investment Management
South Carolina
$4.15K
AT
533
Arlington Trust
Alabama
$4.15K
NCM
534
Northwest Capital Management
Oregon
$4.15K
ADL
535
Asset Dedication LLC
California
$4.11K
NWM
536
Nova Wealth Management
Florida
$4.11K +$4.18K +396 New
BLC
537
Brown, Lisle/Cummings
Rhode Island
$4.08K
GIA
538
GHP Investment Advisors
Colorado
$3.89K
PMFA
539
Plante Moran Financial Advisors
Michigan
$3.87K
M
540
MOTCO
Texas
$3.85K +$1.05K +100 +32%
MEG
541
Millstone Evans Group
Colorado
$3.74K
WB
542
Webster Bank
Connecticut
$3.61K
TCM
543
TD Capital Management
Tennessee
$3.54K +$2.15K +204 +148%
HWM
544
HighMark Wealth Management
Minnesota
$3.52K +$21 +2 +0.6%
MWM
545
Mascoma Wealth Management
New Hampshire
$3.38K
Q1WB
546
Quest 10 Wealth Builders
Virginia
$3.3K
PWAM
547
Private Wealth Asset Management
Iowa
$3.2K
PWA
548
Provenance Wealth Advisors
Florida
$3.11K -$1.23K -117 -28%
Nisa Investment Advisors
549
Nisa Investment Advisors
Missouri
$3.11K
ATC
550
Advantage Trust Company
Kansas
$3.11K +$3.16K +300 New

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.