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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
Nomura Asset Management
76
Nomura Asset Management
Japan
$58.1M -$27.2M -1,197,203 -30%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$56.4M +$38.1M +1,674,072 +164%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$55.5M -$5M -219,680 -8%
NC
79
Nicholas Company
Wisconsin
$54.9M -$5.69K -250 -0%
Victory Capital Management
80
Victory Capital Management
Texas
$54.8M +$22.1M +970,227 +59%
Empower Advisory Group
81
Empower Advisory Group
Colorado
$53M +$2.68M +117,841 +5%
CCM
82
Cullen Capital Management
New York
$52M -$149M -6,565,339 -73%
TC
83
TwinBeech Capital
New York
$51.8M +$56.3M +2,474,738 New
VF
84
Vest Financial
Virginia
$48.7M -$7.05M -309,773 -12%
Principal Financial Group
85
Principal Financial Group
Iowa
$45.4M -$3.45M -151,610 -7%
CCM
86
Candlestick Capital Management
Connecticut
$45M +$48.9M +2,148,836 New
LPL Financial
87
LPL Financial
California
$44.8M +$1.6M +70,384 +3%
Royal London Asset Management
88
Royal London Asset Management
United Kingdom
$44.1M -$1M -44,002 -2%
FACM
89
Forest Avenue Capital Management
Florida
$43.9M +$47.8M +2,099,500 New
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$43.7M +$4.66M +204,980 +11%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$42.8M -$9.15M -402,487 -16%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$42M +$2.2M +96,758 +5%
UM
93
UniSuper Management
Australia
$40.6M +$15.7M +691,739 +55%
SAM
94
Scopus Asset Management
New York
$40.4M +$43.9M +1,929,941 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.2M +$248K +10,885 +0.6%
RCM
96
RNC Capital Management
California
$39M -$467K -20,538 -1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$37.8M +$958K +42,119 +2%
BIP
98
Brandes Investment Partners
California
$37.6M -$25.1M -1,102,082 -38%
SC
99
Saturna Capital
Washington
$36.2M +$291K +12,772 +0.7%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$35.4M +$17.1M +752,891 +80%

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.