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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: 597626 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
651
Alpine Bank Wealth Management
Colorado
-$56.4K -5,485 Closed
CA
652
Continuum Advisory
Idaho
-$48.9K -4,753 Closed
TF
653
Tompkins Financial
New York
-$13.4K -1,300 Closed
RMP
654
Richards, Merrill & Peterson
Washington
-$13.2K -1,280 Closed
GFPC
655
Global Financial Private Client
Florida
-$13.1K -1,274 Closed
PBK
656
Peoples Bank (Kansas)
Kansas
-$11.3K -1,100 Closed
WAS
657
Winch Advisory Services
Wisconsin
-$10K -972 Closed
LWANC
658
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.84K -956 Closed
AFS
659
Anderson Financial Strategies
Ohio
-$9.08K -882 Closed
APF
660
Alaska Permanent Fund
Alaska
-$6.51K -641 Closed
SFGP
661
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$5.32K -517 Closed
CWM
662
Compass Wealth Management
Connecticut
-$4.68K -455 Closed
CWC
663
Carolinas Wealth Consulting
North Carolina
-$3.13K -304 Closed
HBW
664
Hazlett, Burt & Watson
West Virginia
-$3K -264 Closed
CVM
665
Cheviot Value Management
California
-$2.63K -247 Closed
SWIM
666
Smallwood Wealth Investment Management
New Jersey
-$2.29K -223 Closed
RWS
667
Retirement Wealth Solutions
Wisconsin
-$1.04K -101 Closed
WT
668
Washington Trust
Rhode Island
-$1.03K -100 Closed
HHGA
669
Halbert Hargrove Global Advisors
California
-$823 -80 Closed
MSWA
670
Marshall & Sterling Wealth Advisors
New York
-$659 -64 Closed
GJIA
671
Glass Jacobson Investment Advisors
Maryland
-$392 -41 Closed
PCTC
672
Perkins Coie Trust Company
Washington
-$216 -21 Closed

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.