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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
CIA
551
Cape Investment Advisory
Georgia
$1.35K -$4.82K -500 -77%
PCFFS
552
Pacific Center for Financial Services
California
$1.29K
TCM
553
TD Capital Management
Tennessee
$1.26K -$1.95K -202 -59%
FWM
554
FSA Wealth Management
Massachusetts
$1.15K
NFSG
555
Newbridge Financial Services Group
Florida
$1.13K
CFFP
556
Center for Financial Planning
Michigan
$1.12K -$5.85K -607 -83%
CC
557
Corsicana & Co
Texas
$1.12K +$1.2K +125 New
CAM
558
Creekmur Asset Management
Illinois
$1.1K
HWA
559
Heritage Wealth Advisors
Virginia
$1.1K
NSG
560
Nalls Sherbakoff Group
Tennessee
$1.01K
CA
561
Centerpoint Advisors
Massachusetts
$1K +$1.06K +110 New
MWA
562
Medallion Wealth Advisors
Connecticut
$987
RWS
563
Retirement Wealth Solutions
Wisconsin
$915 +$982 +102 New
LCM
564
Logan Capital Management
Pennsylvania
$906
AWM
565
AllSquare Wealth Management
New York
$897
AP
566
Aspect Partners
Virginia
$897
HIA
567
Harbor Investment Advisory
Maryland
$897
MDA
568
Minot DeBlois Advisors
Massachusetts
$897
OC
569
Oakworth Capital
Alabama
$897
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$897
PK
571
Pflug Koory
Nebraska
$897
PWMG
572
Prestige Wealth Management Group
New Jersey
$897
IAS
573
IMA Advisory Services
Colorado
$700
KFA
574
Kelleher Financial Advisors
New York
$664 +$713 +74 New
CB
575
Centennial Bank
Arkansas
$637

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.