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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$10.6M +$190K +18,042 +2%
Mariner
52
Mariner
Kansas
$10.6M +$3.76M +356,338 +54%
Citigroup
53
Citigroup
New York
$9.56M +$561K +53,204 +6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$9.35M +$131K +12,381 +1%
TI
55
Tidal Investments
Wisconsin
$9.31M +$9.34M +885,262 +6,876%
American Century Companies
56
American Century Companies
Missouri
$8.63M +$860K +81,554 +11%
QCM
57
Quantinno Capital Management
New York
$8.43M +$1.36M +129,389 +19%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.14M +$3.49M +331,056 +73%
SEI Investments
59
SEI Investments
Pennsylvania
$8.12M +$868K +82,274 +12%
CFO
60
Callan Family Office
Pennsylvania
$7.88M +$5.81M +550,711 +264%
US Bancorp
61
US Bancorp
Minnesota
$7.77M +$414K +39,235 +6%
JFL
62
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.57M +$261K +24,704 +4%
GH
63
GAM Holding
Switzerland
$6.91M -$4.03K -382 -0.1%
OAM
64
Oppenheimer Asset Management
New York
$6.7M -$276K -26,167 -4%
WF
65
Welch & Forbes
Massachusetts
$6.67M -$7.38K -700 -0.1%
CGH
66
Crossmark Global Holdings
Texas
$6.6M +$1.44M +136,137 +27%
HFS
67
Hantz Financial Services
Michigan
$6.36M +$101K +9,532 +2%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$6.29M +$1.35M +128,142 +27%
Capital Fund Management (CFM)
69
Capital Fund Management (CFM)
France
$5.71M +$4.66M +442,160 +406%
QCM
70
QRG Capital Management
Illinois
$5.32M +$645K +61,194 +14%
Cerity Partners
71
Cerity Partners
New York
$5.25M -$595K -56,413 -10%
SF
72
Synovus Financial
Georgia
$5.23M +$316K +29,988 +6%
Truist Financial
73
Truist Financial
North Carolina
$5.14M -$226K -21,444 -4%
SI
74
Scharf Investments
California
$5.1M +$5.18M +491,450 New
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$4.93M -$144K -13,633 -3%

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.