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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
TWP
201
Tempus Wealth Planning
California
$552K -$5.57K -528 -1%
BTI
202
Blue Trust Inc
Georgia
$540K -$30.7K -2,907 -5%
WWA
203
WCG Wealth Advisors
Nevada
$540K +$549K +52,077 New
ATC
204
Argent Trust Co
Tennessee
$537K +$91.5K +8,673 +20%
SIG
205
Stonegate Investment Group
Alabama
$527K +$59.5K +5,641 +12%
CPBTD
206
Central Pacific Bank - Trust Division
Hawaii
$513K -$40.1K -3,800 -7%
HT
207
Headlands Technologies
Illinois
$512K +$296K +28,057 +131%
PMSA
208
Patrick M. Sweeney & Associates
Illinois
$511K -$316K -30,000 -38%
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$498K +$43K +4,077 +9%
WA
210
WealthTrust Axiom
Pennsylvania
$497K -$15.3K -1,449 -3%
CCMINC
211
Cardinal Capital Management Inc (North Carolina)
North Carolina
$487K +$5.52K +523 +1%
EWA
212
EverSource Wealth Advisors
Alabama
$482K +$263K +24,960 +116%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$478K -$60.2K -5,711 -11%
NW
214
Naviter Wealth
Arkansas
$477K +$485K +46,014 New
MIM
215
Martin Investment Management
Florida
$475K +$95.5K +9,055 +25%
YCM
216
Yousif Capital Management
Michigan
$472K +$45.1K +4,280 +10%
William Blair & Company
217
William Blair & Company
Illinois
$469K +$347K +32,925 +268%
HAG
218
HighPoint Advisor Group
Illinois
$461K +$34.5K +3,274 +8%
AWS
219
Atria Wealth Solutions
New York
$460K -$5.38K -510 -1%
SW
220
Simplicity Wealth
New Jersey
$435K +$279K +26,464 +171%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$428K -$663K -62,896 -60%
MGWM
222
Marks Group Wealth Management
Minnesota
$423K -$321K -30,414 -43%
UCFA
223
United Capital Financial Advisors
Texas
$407K +$21.2K +2,006 +5%
LNWTC
224
Laird Norton Wetherby Trust Company
Washington
$405K +$94.3K +8,939 +30%
SG Americas Securities
225
SG Americas Securities
New York
$400K +$407K +38,575 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.