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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
BEI
151
Benjamin Edwards Inc
Missouri
$810K -$56.2K -5,709 -7%
Brown Advisory
152
Brown Advisory
Maryland
$789K -$8.09K -822 -1%
AWA
153
Arkadios Wealth Advisors
Georgia
$775K -$5.38K -547 -0.7%
WCM
154
Wallace Capital Management
Texas
$754K -$23.2K -2,360 -3%
PS
155
Principal Securities
Iowa
$753K +$49 +5 +0%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$752K +$11.6K +1,178 +2%
YIH
157
Y-Intercept (HK)
Hong Kong
$745K +$712K +72,374 New
MGWM
158
Marks Group Wealth Management
Minnesota
$733K -$220K -22,388 -24%
SC
159
Syon Capital
California
$716K +$24K +2,436 +4%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$714K +$495K +50,328 +265%
FIM
161
Freedom Investment Management
Connecticut
$702K -$21.4K -2,177 -3%
LWAM
162
Legacy Wealth Asset Management
Minnesota
$698K -$3.61K -367 -0.5%
BTWM
163
Baker Tilly Wealth Management
Wisconsin
$696K +$2.08K +211 +0.3%
MOS
164
MGO One Seven
Ohio
$695K -$142K -14,416 -18%
AIA
165
AIMZ Investment Advisors
California
$682K -$42.3K -4,300 -6%
KCM
166
Kathmere Capital Management
Pennsylvania
$680K +$187K +18,971 +40%
MGCM
167
Mane Global Capital Management
New York
$659K +$630K +64,024 New
NW
168
NewEdge Wealth
Pennsylvania
$656K -$12K -1,217 -2%
AAS
169
Avantax Advisory Services
Texas
$644K -$141K -14,358 -19%
S
170
SimplyRich
California
$643K
FT
171
Fiduciary Trust
Massachusetts
$637K +$142K +14,412 +30%
SIA
172
Schechter Investment Advisors
Michigan
$626K -$13.3K -1,353 -2%
AWM
173
Axxcess Wealth Management
California
$619K -$60.3K -6,123 -9%
GC
174
Guggenheim Capital
Illinois
$600K -$88.9K -9,029 -13%
NA
175
NewEdge Advisors
Louisiana
$597K -$29K -2,947 -5%