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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
MFWM
526
Motley Fool Wealth Management
Virginia
$1.05M -$164K -7,231 -13%
TAM
527
Titleist Asset Management
Texas
$1.05M -$12.7K -559 -1%
MAM
528
Mark Asset Management
New York
$1.05M +$1.14M +50,000 New
BP
529
Baypointe Partners
Connecticut
$1.05M +$1.14M +50,000 New
Axa
530
Axa
France
$1.02M +$194K +8,524 +21%
PG
531
Patten Group
Tennessee
$1.02M +$79.1K +3,479 +8%
VV
532
Verity & Verity
South Carolina
$1.01M +$121K +5,319 +12%
CCS
533
Concentric Capital Strategies
Connecticut
$1.01M -$2.44M -107,170 -69%
VSQM
534
V-Square Quantitative Management
Illinois
$1.01M +$112K +4,932 +11%
FFS
535
Flavin Financial Services
Florida
$1.01M -$28K -1,229 -2%
HAG
536
HighPoint Advisor Group
Illinois
$990K -$315K -13,864 -23%
VAS
537
Vestmark Advisory Solutions
Massachusetts
$988K +$574K +25,245 +115%
CCA
538
Cobblestone Capital Advisors
New York
$984K +$8.64K +380 +0.8%
GRP
539
Global Retirement Partners
California
$974K +$1.06M +46,555 New
MYAM
540
Meiji Yasuda Asset Management
Japan
$974K -$459K -20,199 -30%
YIA
541
YHB Investment Advisors
Connecticut
$972K -$28.6K -1,256 -3%
LD
542
Lipe & Dalton
New York
$960K -$66.3K -2,917 -6%
TBC
543
Tweedy, Browne Co
Connecticut
$960K -$28.2K -1,241 -3%
QCM
544
QRG Capital Management
Illinois
$955K +$678K +29,813 +188%
ECM
545
Everence Capital Management
Indiana
$950K
Allianz Asset Management
546
Allianz Asset Management
Germany
$950K +$45K +1,980 +5%
Fidelity International
547
Fidelity International
Bermuda
$947K +$226K +9,923 +28%
FTWA
548
Fifth Third Wealth Advisors
Ohio
$946K +$38.1K +1,675 +4%
NHC
549
Nicholas Hoffman & Company
Georgia
$939K -$2.68K -118 -0.3%
PIM
550
Plato Investment Management
Australia
$938K +$41.6K +1,829 +4%

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.