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Haleon
HLN

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: 597 → 626 (+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: 3 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$78.6M
2
Bank of America
Bank of America
North Carolina
+$70.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$69.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$55.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$55M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$144M
2
UBS Group
UBS Group
Switzerland
-$86.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$68.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
5
Millennium Management
Millennium Management
New York
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
551
CGC Financial Services
Oregon
$3.04K – – –
TC
552
Truvestments Capital
Florida
$3.02K – – –
CAL
553
Capital Analysts LLC
Pennsylvania
$3K +$32 +3 +1%
BHWM
554
Beaird Harris Wealth Management
Texas
$2.92K +$1.6K +152 +117%
BIA
555
Bell Investment Advisors
California
$2.81K – – –
BWAM
556
Boyd Watterson Asset Management
Ohio
$2.81K – – –
UBP
557
Union Bancaire Privee
Switzerland
$2.38K – – –
OP
558
ORG Partners
Indiana
$2.29K – – –
SL
559
Salomon & Ludwin
Virginia
$2.27K +$348 +33 +18%
SC
560
Stephens Consulting
Michigan
$2.23K – – –
YP
561
YANKCOM Partnership
South Dakota
$2.18K – – –
HAP
562
Harbor Asset Planning
Massachusetts
$2.07K +$2.11K +200 New
CAM
563
Chesapeake Asset Management
New York
$1.97K – – –
PP
564
Pacifica Partners
Canada
$1.82K +$1.85K +175 New
APW
565
Aventura Private Wealth
Florida
$1.78K +$1.81K +172 New
BTC
566
Bank & Trust Company
Illinois
$1.69K – – –
ACM
567
Accent Capital Management
Ohio
$1.56K -$5.17K -490 -77%
PCFFS
568
Pacific Center for Financial Services
California
$1.49K – – –
FIM
569
FWL Investment Management
Texas
$1.43K +$1.46K +138 New
RAM
570
Riggs Asset Management
Pennsylvania
$1.42K +$1.45K +137 New
HWP
571
Highline Wealth Partners
California
$1.4K – – –
ACM
572
Anfield Capital Management
California
$1.38K +$1.4K +133 New
FWM
573
FSA Wealth Management
Massachusetts
$1.33K – – –
NFSG
574
Newbridge Financial Services Group
Florida
$1.31K – – –
KWM
575
Kiker Wealth Management
Georgia
$1.3K -$5.27K -500 -80%
21 22
23
24 25

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.