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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
CFO
576
CVA Family Office
Colorado
$1.3K – – –
CAM
577
Creekmur Asset Management
Illinois
$1.28K – – –
HWA
578
Heritage Wealth Advisors
Virginia
$1.28K +$1.3K +123 New
ETC
579
Exchange Traded Concepts
Oklahoma
$1.2K +$1.22K +116 New
NSG
580
Nalls Sherbakoff Group
Tennessee
$1.17K – – –
TWD
581
True Wealth Design
Ohio
$1.17K – – –
GC
582
GFG Capital
Florida
$1.16K +$1.18K +112 New
MWA
583
Medallion Wealth Advisors
Connecticut
$1.14K -$1.85K -175 -61%
LCM
584
Logan Capital Management
Pennsylvania
$1.05K – – –
T
585
Transce3nd
Texas
$1.05K – – –
AWM
586
AllSquare Wealth Management
New York
$1.04K – – –
AP
587
Aspect Partners
Virginia
$1.04K – – –
HIA
588
Harbor Investment Advisory
Maryland
$1.04K – – –
MDA
589
Minot DeBlois Advisors
Massachusetts
$1.04K – – –
OC
590
Oakworth Capital
Alabama
$1.04K – – –
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$1.04K – – –
PK
592
Pflug Koory
Nebraska
$1.04K – – –
PWMG
593
Prestige Wealth Management Group
New Jersey
$1.04K – – –
OW
594
Olistico Wealth
Oklahoma
$1.04K +$1.05K +100 New
AW
595
Avion Wealth
Texas
$1K – – –
SVCP
596
Silicon Valley Capital Partners
California
$985 +$1K +95 New
HI
597
Hoey Investments
Pennsylvania
$882 – – –
MCM
598
Manchester Capital Management
Vermont
$840 +$854 +81 New
IAS
599
IMA Advisory Services
Colorado
$809 – – –
PWA
600
Principia Wealth Advisory
Texas
$809 +$823 +78 New
22 23
24
25 26

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.