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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
GC
176
Guggenheim Capital
Illinois
$688K +$84.3K +7,995 +14%
RWM
177
Ritholtz Wealth Management
New York
$687K +$213K +20,203 +44%
BTWM
178
Baker Tilly Wealth Management
Wisconsin
$684K -$17.4K -1,653 -2%
MOS
179
MGO One Seven
Ohio
$678K -$23K -2,181 -3%
BFG
180
Bleakley Financial Group
New Jersey
$671K +$683K +64,712 New
AIA
181
AIMZ Investment Advisors
California
$669K -$17.9K -1,695 -3%
NA
182
NewEdge Advisors
Louisiana
$669K +$68.7K +6,513 +11%
Lido Advisors
183
Lido Advisors
California
$666K +$151K +14,348 +29%
FT
184
Fiduciary Trust
Massachusetts
$658K +$16.2K +1,540 +2%
S
185
SimplyRich
California
$656K +$7.73K +733 +1%
ECM
186
Evergreen Capital Management
Washington
$648K +$112K +10,591 +20%
Marshall Wace
187
Marshall Wace
United Kingdom
$632K +$643K +60,944 New
BIG
188
Brooklyn Investment Group
New York
$626K +$326K +30,874 +105%
FIM
189
Freedom Investment Management
Connecticut
$624K -$84.8K -8,037 -12%
KAS
190
Kestra Advisory Services
Texas
$622K +$65.7K +6,225 +12%
AAS
191
Avantax Advisory Services
Texas
$614K -$35.1K -3,329 -5%
NW
192
NewEdge Wealth
Pennsylvania
$609K +$6.19K +587 +0.9%
FFL
193
Future Fund LLC
Illinois
$602K +$110K +10,382 +22%
PA
194
Profund Advisors
Maryland
$591K +$20.8K +1,969 +4%
AWM
195
Axxcess Wealth Management
California
$587K -$37.5K -3,558 -6%
RhumbLine Advisers
196
RhumbLine Advisers
Massachusetts
$587K -$9.51K -902 -2%
AGC
197
Aspen Grove Capital
Colorado
$583K +$2.53K +240 +0.4%
MGCM
198
Mane Global Capital Management
New York
$582K -$83.7K -7,940 -12%
SL
199
Summitry LLC
California
$578K +$116K +10,964 +24%
P
200
&Partners
Tennessee
$552K +$65.6K +6,222 +13%

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.