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597 hedge funds and large institutions have $5.86B invested in Haleon in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $389K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 205

1.8% less ownership

Funds ownership: 8.11%6.31% (-1.8%)

2% less funds holding

Funds holding: 609597 (-12)

16% less capital invested

Capital invested by funds: $7.01B → $5.86B (-$1.15B)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
8.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
193
Reduced
205
Closed
55
Calls
$1.28M
Puts
$389K
Net Calls
+$891K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.1M -$152K -15,493 -13%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$1.07M +$35.1K +3,565 +4%
EI
128
Ethic Inc
New York
$1.05M -$308K -31,324 -23%
FC
129
FORA Capital
Florida
$1.05M +$881K +89,493 +721%
BS
130
Banco Santander
Spain
$1.03M -$90K -9,140 -8%
AAIM
131
American Assets Investment Management
California
$1.03M
CIC
132
Canal Insurance Company
South Carolina
$1.03M
VAS
133
Vestmark Advisory Solutions
Massachusetts
$1.03M +$370K +37,577 +60%
Osaic Holdings
134
Osaic Holdings
Arizona
$1.02M -$647K -65,713 -40%
Calamos Advisors
135
Calamos Advisors
Illinois
$1.01M +$3.82K +388 +0.4%
AQR Capital Management
136
AQR Capital Management
Connecticut
$991K +$174K +17,720 +23%
SI
137
Stephens Inc
Arkansas
$975K -$50.8K -5,160 -5%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$975K +$147K +14,935 +19%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$969K -$844K -85,767 -48%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$960K -$19.1K -1,936 -2%
EPAM
141
Euro Pacific Asset Management
Puerto Rico
$953K -$7.56K -768 -0.8%
HWM
142
HB Wealth Management
Georgia
$943K +$268K +27,192 +42%
OWA
143
One Wealth Advisors
California
$931K +$83K +8,430 +10%
NI
144
Natural Investments
California
$906K -$49 -5 -0%
SFA
145
Sequoia Financial Advisors
Ohio
$875K -$2.75K -279 -0.3%
HFO
146
Heritage Family Offices
Arizona
$843K -$92.5K -9,402 -10%
CIM
147
Confluence Investment Management
Missouri
$840K +$8.25K +838 +1%
CK
148
Cohen Klingenstein
New York
$840K
TBC
149
Tweedy, Browne Co
Connecticut
$838K -$40.3K -4,090 -5%
PMSA
150
Patrick M. Sweeney & Associates
Illinois
$822K +$96.7K +9,825 +14%