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1,106 hedge funds and large institutions have $40.1B invested in Kenvue in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 458 increasing their positions, 405 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

573% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $190M

30% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 112

13% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 405

2% more funds holding

Funds holding: 1,0841,106 (+22)

0.15% less ownership

Funds ownership: 99.93%99.78% (-0.15%)

12% less capital invested

Capital invested by funds: $45.8B → $40.1B (-$5.72B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,106
Holders Change
+22
Holders Change %
+2.03%
% of All Funds
14.56%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
146
Increased
458
Reduced
405
Closed
112
Calls
$1.28B
Puts
$190M
Net Calls
+$1.09B
Net Calls Change
+$735M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
401
Princeton Global Asset Management
New Jersey
$2.46M -$28.9K -1,269 -1%
VAS
402
Valicenti Advisory Services
New York
$2.44M +$85.6K +3,764 +3%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$2.42M +$221K +9,713 +9%
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$2.42M -$26.6K -1,168 -1%
GCM
405
Graham Capital Management
Connecticut
$2.32M +$2.52M +110,961 New
Pathstone Holdings
406
Pathstone Holdings
New Jersey
$2.32M -$76.7K -3,371 -3%
KCM
407
Kanawha Capital Management
Virginia
$2.3M -$163K -7,179 -6%
NB
408
Norinchukin Bank
Japan
$2.3M +$274K +12,031 +12%
AssetMark Inc
409
AssetMark Inc
California
$2.28M +$603K +26,495 +32%
BA
410
Bridgewater Associates
Connecticut
$2.28M -$339K -14,909 -12%
CM
411
CastleKnight Management
New York
$2.27M +$2.47M +108,600 New
SPIA
412
Steward Partners Investment Advisory
New York
$2.25M +$1.42M +62,444 +138%
ECM
413
Eisler Capital Management
United Kingdom
$2.25M +$2.45M +107,624 New
SSI
414
Scott & Selber Inc
Texas
$2.25M +$21.5K +945 +0.9%
HSA
415
HBK Sorce Advisory
Pennsylvania
$2.2M +$637 +28 +0%
MA
416
Modus Advisors
Minnesota
$2.2M -$14.3K -628 -0.6%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$2.18M +$281K +12,348 +13%
GA
418
GoalVest Advisory
New York
$2.18M +$50.2K +2,207 +2%
FA
419
Financial Avengers
California
$2.13M +$226K +9,920 +11%
WAM
420
Weiss Asset Management
Massachusetts
$2.12M +$2.31M +101,500 New
FIA
421
FNY Investment Advisers
New York
$2.12M +$1.87M +82,243 +427%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$2.12M -$40.9K -1,800 -2%
AP
423
Arlington Partners
Alabama
$2.11M +$2.29M +100,825 New
Robeco Institutional Asset Management
424
Robeco Institutional Asset Management
Netherlands
$2.11M -$56.2K -2,469 -2%
SAM
425
Securian Asset Management
Minnesota
$2.1M -$25.7K -1,130 -1%

KVUE Hedge Fund Activity: Q2 2025 in Review

1,106 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Kenvue (KVUE) for Q2 2025, worth a combined $40.1B — down 12% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new KVUE positions and 112 closed out — a net gain of 34 holders — while 458 added to existing stakes and 405 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $498M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.01B.

  • 1,106 institutional investors held Kenvue (KVUE) as of Q2 2025, up from 1,084 in Q1 2025.
  • Funds reported $40.1B of Kenvue stock for Q2 2025, down 12% quarter-over-quarter.
  • 146 funds opened new Kenvue positions in Q2 2025 and 112 closed out, a net change of +34 holders.
  • The largest Kenvue buyer in Q2 2025 was Independent Franchise Partners, an estimated $498M added.
  • The largest Kenvue seller in Q2 2025 was T. Rowe Price Associates, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2025.