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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
CB
601
Centennial Bank
Arkansas
$736 – – –
WA
602
WPG Advisers
Maryland
$726 – – –
HWA
603
HHM Wealth Advisors
Tennessee
$612 -$1.05K -100 -63%
CWP
604
Concord Wealth Partners
Virginia
$519 – – –
KG
605
Kilter Group
New York
$509 +$517 +49 New
PMIM
606
Prudent Man Investment Management
Colorado
$477 – – –
BA
607
Bellwether Advisors
Nebraska
$425 – – –
HIW
608
Holos Integrated Wealth
Pennsylvania
$382 – – –
BGAI
609
Bruce G. Allen Investments
Colorado
$321 – – –
RJA
610
Ross\Johnson & Associates
Minnesota
$311 – – –
FFO
611
Fortitude Family Office
Arizona
$270 -$4.51K -428 -94%
AWM
612
Abound Wealth Management
Tennessee
$270 -$274 -26 -50%
CCMI
613
Creative Capital Management Investments
California
$259 – – –
FG
614
Fairman Group
Pennsylvania
$259 – – –
TCM
615
Traub Capital Management
Massachusetts
$207 +$211 +20 New
BCM
616
Blume Capital Management
California
$198 +$200 +19 New
MMCM
617
Murphy & Mullick Capital Management
New York
$189 +$211 +20 New
PSFG
618
Park Square Financial Group
Georgia
$176 – – –
HNW
619
High Note Wealth
Minnesota
$135 – – –
LSA
620
Leonteq Securities AG
Switzerland
$73 – – –
MAM
621
Morse Asset Management
Connecticut
$31 – – –
N
622
Natixis
France
$10 – – –
EP
623
Essential Partners
California
$10 +$11 +1 New
KA
624
Kozak & Associates
Colorado
$6 -$6.2K -588 -100%
Arrowstreet Capital
625
Arrowstreet Capital
Massachusetts
– -$25.9M -2,516,012 Closed
23 24
25
26 27

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.