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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
Ameriprise
76
Ameriprise
Minnesota
$4.82M +$3.58M +338,977 +270%
Charles Schwab
77
Charles Schwab
California
$4.78M +$1.25M +118,637 +35%
Creative Planning
78
Creative Planning
Kansas
$4.71M +$675K +64,021 +16%
ET
79
Entropy Technologies
New York
$4.64M +$2.94M +279,100 +165%
WCM Investment Management
80
WCM Investment Management
California
$4.35M -$32.1K -3,046 -0.7%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$4.06M +$115K +10,922 +3%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.96M +$4.03M +382,214 New
BC
83
Broadwater Capital
Massachusetts
$3.89M +$37.1K +3,514 +937%
Fisher Asset Management
84
Fisher Asset Management
Washington
$3.67M -$346K -32,833 -8%
MNA
85
Manning & Napier Advisors
New York
$3.59M +$246K +23,341 +7%
JEST
86
JTC Employer Solutions Trustee
Jersey
$3.35M -$1.12M -105,852 -25%
VA
87
Vident Advisory
Georgia
$3.27M +$1.5M +142,547 +82%
BCI
88
Brinker Capital Investments
Pennsylvania
$3.25M +$165K +15,649 +5%
State Street
89
State Street
Massachusetts
$3.24M -$134K -12,668 -4%
XT
90
XTX Topco
Cayman Islands
$3.2M +$1.15M +109,476 +55%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$3.18M +$743K +70,407 +30%
HighTower Advisors
92
HighTower Advisors
Illinois
$3.17M -$373K -35,399 -10%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$3.15M -$39.9K -3,781 -1%
DC
94
Davenport & Co
Virginia
$3.06M +$160K +15,178 +5%
P
95
Pitcairn
Pennsylvania
$2.9M -$354K -33,572 -11%
Norges Bank
96
Norges Bank
Norway
$2.85M +$2.9M +275,000 New
Franklin Resources
97
Franklin Resources
California
$2.85M +$253K +23,993 +10%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$2.79M +$25.1K +2,376 +0.9%
CL
99
Choreo LLC
Illinois
$2.71M -$124K -11,716 -4%
HF
100
HRT Financial
New York
$2.59M +$2.63M +249,407 New

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.