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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
Lido Advisors
201
Lido Advisors
California
$439K -$148K -15,336 -24%
BHCM
202
Brevan Howard Capital Management
Jersey
$434K +$467K +48,439 New
CCMINC
203
Cardinal Capital Management Inc (North Carolina)
North Carolina
$431K +$10.7K +1,116 +2%
William Blair & Company
204
William Blair & Company
Illinois
$429K +$25.2K +2,614 +6%
WA
205
WealthTrust Axiom
Pennsylvania
$424K -$5.89K -612 -1%
MIM
206
Martin Investment Management
Florida
$420K +$9.63K +1,000 +2%
AC
207
AlphaCore Capital
California
$418K +$194K +20,111 +76%
PA
208
Profund Advisors
Maryland
$410K -$108K -11,227 -20%
YCM
209
Yousif Capital Management
Michigan
$408K
SL
210
Summitry LLC
California
$399K -$109K -11,286 -20%
CPBTD
211
Central Pacific Bank - Trust Division
Hawaii
$397K -$50.1K -5,200 -11%
SW
212
Simplicity Wealth
New Jersey
$384K +$8.84K +918 +2%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$381K -$53.5K -5,552 -12%
SPIA
214
Steward Partners Investment Advisory
New York
$378K +$89.3K +9,270 +28%
BAM
215
Blueshift Asset Management
New Jersey
$361K +$388K +40,234 New
FPL
216
Fortress Private Ledger
North Carolina
$354K +$103K +10,712 +37%
MFG
217
Merit Financial Group
Georgia
$342K -$448K -46,539 -55%
AAM
218
Auxier Asset Management
Oregon
$341K -$4.58K -475 -1%
MM
219
MQS Management
New York
$338K +$363K +37,735 New
USCWA
220
U.S. Capital Wealth Advisors
Texas
$326K -$47.2K -4,905 -12%
LCWP
221
Legacy Capital Wealth Partners
Arkansas
$325K +$47.5K +4,932 +16%
SS
222
SBI Securities
Japan
$325K -$5.46K -567 -2%
AGC
223
Aspen Grove Capital
Colorado
$321K -$197K -20,483 -36%
SG
224
StoneX Group
New York
$312K +$335K +34,823 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$307K -$633K -65,721 -66%

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.