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Haleon
HLN

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: 2 → 2 (0)

0.56% less ownership

Funds ownership: 12.83% → 12.27% (-0.56%)

4% less funds holding

Funds holding: 626 → 598 (-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

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
+$49M
2
JP Morgan Chase
JP Morgan Chase
New York
+$30.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$21.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$18.3M
5
AA
ABC Arbitrage
France
+$16.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$61.2M
3
UBS Group
UBS Group
Switzerland
-$54.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$50.6M
5
HL
Harding Loevner
New Jersey
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
526
Private Wealth Asset Management
Iowa
$2.77K – – –
CTB
527
Country Trust Bank
Illinois
$2.69K -$1.2K -125 -29%
ATC
528
Advantage Trust Company
Kansas
$2.69K – – –
Nisa Investment Advisors
529
Nisa Investment Advisors
Missouri
$2.69K – – –
PWA
530
Provenance Wealth Advisors
Florida
$2.69K – – –
CFS
531
CGC Financial Services
Oregon
$2.63K – – –
TC
532
Truvestments Capital
Florida
$2.61K – – –
KFP
533
Kerr Financial Planning
California
$2.55K +$2.53K +263 New
AWM
534
Abound Wealth Management
Tennessee
$2.4K +$2.33K +242 +931%
CFO
535
CVA Family Office
Colorado
$2.07K +$1.02K +106 +85%
UBP
536
Union Bancaire Privee
Switzerland
$2.02K – – –
CAL
537
Capital Analysts LLC
Pennsylvania
$2K +$10 +1 +0.4%
OP
538
ORG Partners
Indiana
$1.98K – – –
SC
539
Stephens Consulting
Michigan
$1.93K – – –
BWAM
540
Boyd Watterson Asset Management
Ohio
$1.89K -$578 -60 -22%
YP
541
YANKCOM Partnership
South Dakota
$1.88K – – –
PWA
542
Principia Wealth Advisory
Texas
$1.83K +$1.21K +126 +162%
HAP
543
Harbor Asset Planning
Massachusetts
$1.79K – – –
TCOV
544
Trust Company of Vermont
Vermont
$1.79K +$1.93K +200 New
CAM
545
Chesapeake Asset Management
New York
$1.7K – – –
BIA
546
Bell Investment Advisors
California
$1.7K -$790 -82 -30%
PP
547
Pacifica Partners
Canada
$1.58K – – –
HWP
548
Highline Wealth Partners
California
$1.56K +$376 +39 +29%
APW
549
Aventura Private Wealth
Florida
$1.54K – – –
BTC
550
Bank & Trust Company
Illinois
$1.46K – – –
20 21
22
23 24

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.