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598 hedge funds and large institutions have $4.93B invested in Haleon in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 160 increasing their positions, 241 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $231K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 12.83%12.27% (-0.56%)

4% less funds holding

Funds holding: 626598 (-28)

18% less capital invested

Capital invested by funds: $5.98B → $4.93B (-$1.06B)

23% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 88

34% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 241

Holders
598
Holders Change
-28
Holders Change %
-4.47%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
160
Reduced
241
Closed
88
Calls
$1.23M
Puts
$231K
Net Calls
+$996K
Net Calls Change
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$1.21M -$133K -13,836 -9%
SCM
127
Sterling Capital Management
North Carolina
$1.2M -$142K -14,701 -10%
AI
128
Atria Investments
North Carolina
$1.15M -$416K -43,231 -25%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$1.15M -$166K -17,202 -12%
HWM
130
HB Wealth Management
Georgia
$1.15M -$68.1K -7,072 -5%
Osaic Holdings
131
Osaic Holdings
Arizona
$1.09M +$87.8K +9,121 +8%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$1.07M -$74.7K -7,755 -6%
PS
133
Principal Securities
Iowa
$1.07M -$58.6K -6,089 -5%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.05M +$149K +15,457 +15%
QCG
135
Quadrant Capital Group
Ohio
$990K -$98.9K -10,267 -8%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$975K +$54.3K +5,640 +5%
EPAM
137
Euro Pacific Asset Management
Puerto Rico
$942K -$13.1K -1,364 -1%
AAIM
138
American Assets Investment Management
California
$897K
CIC
139
Canal Insurance Company
South Carolina
$897K
Calamos Advisors
140
Calamos Advisors
Illinois
$880K
SI
141
Stephens Inc
Arkansas
$877K +$63K +6,544 +7%
NI
142
Natural Investments
California
$869K +$7.05K +732 +0.8%
ECM
143
Evergreen Capital Management
Washington
$854K +$315K +32,722 +52%
EI
144
Ethic Inc
New York
$852K +$39.1K +4,056 +4%
CIM
145
Confluence Investment Management
Missouri
$840K +$88.8K +9,218 +11%
SFA
146
Sequoia Financial Advisors
Ohio
$836K -$23.8K -2,466 -3%
ET
147
Entropy Technologies
New York
$817K -$3.43M -356,610 -80%
DS
148
DRW Securities
Illinois
$787K +$628K +65,255 +282%
CK
149
Cohen Klingenstein
New York
$732K
VF
150
Virtu Financial
New York
$729K +$516K +53,540 +193%

HLN Hedge Fund Activity: Q3 2025 in Review

598 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2025, worth a combined $4.93B — down 18% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of HLN and 68 opened new positions — a net loss of 20 holders — while 241 trimmed existing stakes and 160 added.

The largest buyer was Optiver Holding, opening a new position worth an estimated $49M. The largest seller was Fidelity Investments, cutting an estimated $74.7M.

  • 598 institutional investors held Haleon (HLN) as of Q3 2025, down from 626 in Q2 2025.
  • Funds reported $4.93B of Haleon stock for Q3 2025, down 18% quarter-over-quarter.
  • 68 funds opened new Haleon positions in Q3 2025 and 88 closed out, a net change of -20 holders.
  • The largest Haleon buyer in Q3 2025 was Optiver Holding, an estimated $49M added.
  • The largest Haleon seller in Q3 2025 was Fidelity Investments, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2025.