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1,011 hedge funds and large institutions have $41.2B invested in Kenvue in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 407 increasing their positions, 381 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

1.04% more ownership

Funds ownership: 99.54%100.58% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 381

1% more funds holding

Funds holding: 1,0011,011 (+10)

6% less capital invested

Capital invested by funds: $44B → $41.2B (-$2.86B)

17% less call options, than puts

Call options by funds: $166M | Put options by funds: $199M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
1,011
Holders Change
+10
Holders Change %
+1%
% of All Funds
13.32%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
131
Increased
407
Reduced
381
Closed
106
Calls
$166M
Puts
$199M
Net Calls
-$33.2M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$99.8M +$11.7M +517,666 +12%
Raymond James Financial
52
Raymond James Financial
Florida
$98.9M +$105M +4,633,553 New
Wells Fargo
53
Wells Fargo
California
$93.5M -$11.2M -495,826 -10%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$86.7M -$2.9M -127,866 -3%
Capital World Investors
55
Capital World Investors
California
$86.4M -$135M -5,963,626 -60%
Nomura Asset Management
56
Nomura Asset Management
Japan
$84.4M -$8.83M -389,243 -9%
Canada Life
57
Canada Life
Manitoba, Canada
$82.6M +$2.8M +123,637 +3%
Barclays
58
Barclays
United Kingdom
$81.9M -$33.2M -1,462,793 -28%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$80.5M -$63.6M -2,803,420 -43%
IFP
60
Independent Franchise Partners
United Kingdom
$77.2M -$5.58M -246,013 -6%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$76.5M +$3.26M +143,861 +4%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$71.9M +$76.4M +3,369,595 New
HSBC Holdings
63
HSBC Holdings
United Kingdom
$71.9M +$12M +527,506 +19%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$71.3M -$543K -23,961 -0.7%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$67.2M -$2.68M -118,195 -4%
EIP
66
Epoch Investment Partners
New York
$66.9M +$71.1M +3,134,243 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$62.9M -$3.51M -154,721 -5%
BIP
68
Brandes Investment Partners
California
$62.8M +$2.05M +90,387 +3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$62.1M -$64.1M -2,827,081 -49%
SO
70
STRS Ohio
Ohio
$60.7M +$1.31M +57,638 +2%
National Pension Service
71
National Pension Service
South Korea
$60.2M -$195K -8,616 -0.3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$60M +$13.3M +585,420 +26%
CB
73
Cooke & Bieler
Pennsylvania
$57.6M -$1.1M -48,626 -2%
NC
74
Nicholas Company
Wisconsin
$56M +$4.33M +191,103 +8%
AllianceBernstein
75
AllianceBernstein
Tennessee
$55.2M -$7.77M -342,715 -12%

KVUE Hedge Fund Activity: Q4 2024 in Review

1,011 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Kenvue (KVUE) for Q4 2024, worth a combined $41.2B — down 6.5% from $44B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new KVUE positions and 106 closed out — a net gain of 25 holders — while 407 added to existing stakes and 381 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $497M. The largest seller was Bank of America, cutting an estimated $305M.

  • 1,011 institutional investors held Kenvue (KVUE) as of Q4 2024, up from 1,001 in Q3 2024.
  • Funds reported $41.2B of Kenvue stock for Q4 2024, down 6.5% quarter-over-quarter.
  • 131 funds opened new Kenvue positions in Q4 2024 and 106 closed out, a net change of +25 holders.
  • The largest Kenvue buyer in Q4 2024 was Starboard Value, an estimated $497M added.
  • The largest Kenvue seller in Q4 2024 was Bank of America, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2024.