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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
Dodge & Cox
1
Dodge & Cox
California
$1.61B -$144M -13,678,937 -8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.16B +$3.21M +304,442 +0.3%
ClearBridge Investments
3
ClearBridge Investments
New York
$326M -$12.1M -1,148,960 -4%
HL
4
Harding Loevner
New Jersey
$234M -$5.49M -520,880 -2%
Morgan Stanley
5
Morgan Stanley
New York
$184M +$78.6M +7,455,481 +73%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$173M -$21.2M -2,014,397 -11%
Bank of America
7
Bank of America
North Carolina
$128M +$70.3M +6,669,923 +117%
SC
8
Sculptor Capital
New York
$103M -$9.49M -900,000 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$91M +$12.4M +1,174,813 +15%
Aristotle Capital Management
10
Aristotle Capital Management
California
$85M -$2.54M -241,025 -3%
DLA
11
Douglas Lane & Associates
New York
$84.8M -$4.55M -431,269 -5%
AS
12
Altshuler Shaham
Israel
$82.3M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$81.5M +$5.03M +476,823 +6%
Renaissance Technologies
14
Renaissance Technologies
New York
$80.7M +$69.1M +6,547,000 +528%
Goldman Sachs
15
Goldman Sachs
New York
$80.5M +$17.5M +1,659,972 +27%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$73.3M +$17.2M +1,632,313 +30%
BlackRock
17
BlackRock
New York
$66.6M +$24.3M +2,299,226 +56%
UBS Group
18
UBS Group
Switzerland
$63.5M -$86.9M -8,242,038 -57%
N
19
Nuveen
North Carolina
$59.5M +$220K +20,856 +0.4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$55.8M +$55.8M +5,291,893 +5,670%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$55.8M +$55M +5,212,711 +3,032%
Northern Trust
22
Northern Trust
Illinois
$54.7M +$1.83M +173,043 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$47.4M -$14.9M -1,409,055 -24%
Raymond James Financial
24
Raymond James Financial
Florida
$44.7M +$309K +29,287 +0.7%
Bank Julius Baer & Co
25
Bank Julius Baer & Co
Switzerland
$44.5M +$1.26M +119,340 +3%

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.