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
SWA
551
SOA Wealth Advisors
New York
$2.65K -$11.1K -1,070 -80%
AWM
552
Abound Wealth Management
Tennessee
$2.62K +$2.46K +236 +908%
SGFG
553
Silver Grove Financial Group
New York
$2.57K +$2.67K +257 New
ADL
554
Asset Dedication LLC
California
$2.56K -$1.04K -100 -28%
SA
555
Scarborough Advisors
Maryland
$2.51K +$2.61K +251 New
CIAM
556
Caitong International Asset Management
Hong Kong
$2.37K -$41.2K -3,960 -94%
PWAM
557
Private Wealth Asset Management
Iowa
$2.3K
BIAS
558
Beacon Investment Advisory Services
New Jersey
$2.29K +$2.38K +229 New
CFO
559
CVA Family Office
Colorado
$2.25K +$1.04K +100 +80%
RCM
560
Raleigh Capital Management
North Carolina
$2.24K +$2.33K +224 New
UBP
561
Union Bancaire Privee
Switzerland
$2.18K
BWAM
562
Boyd Watterson Asset Management
Ohio
$2.11K
YP
563
YANKCOM Partnership
South Dakota
$2.1K
GFA
564
Godfrey Financial Associates
New York
$2.07K
FPF
565
First Pacific Financial
Washington
$2.04K +$2.12K +204 New
MWM
566
Mosley Wealth Management
California
$2.03K +$2.35K +226 New
HAP
567
Harbor Asset Planning
Massachusetts
$2K
NWM
568
Navigoe Wealth Management
California
$2K -$12.8K -1,233 -84%
CAL
569
Capital Analysts LLC
Pennsylvania
$2K
CAM
570
Chesapeake Asset Management
New York
$1.9K
NRG
571
Nemes Rush Group
Michigan
$1.77K
PP
572
Pacifica Partners
Canada
$1.75K
APW
573
Aventura Private Wealth
Florida
$1.72K
BTC
574
Bank & Trust Company
Illinois
$1.63K
PCFFS
575
Pacific Center for Financial Services
California
$1.44K