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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
T
1101
Transce3nd
Texas
$359 +$23 +1 +6%
PWAM
1102
Private Wealth Asset Management
Iowa
$188 -$933 -41 -82%
FIM
1103
FWL Investment Management
Texas
$167
AP
1104
Aspect Partners
Virginia
$167 +$68 +3 +60%
FGC
1105
Financial Gravity Companies
Texas
$21 +$23 +1 New
CI
1106
Cooper Investors
Australia
-$20.6M -858,076 Closed
TAF
1107
Tredje AP-fonden
Sweden
-$14M -584,703 Closed
LIP
1108
Lighthouse Investment Partners
Florida
-$13.9M -578,338 Closed
IP
1109
Isthmus Partners
Wisconsin
-$13.3M -556,269 Closed
CF
1110
Corebridge Financial
Texas
-$12.2M -507,061 Closed
ANTB
1111
AMG National Trust Bank
Colorado
-$6.56M -273,435 Closed
MNA
1112
Manning & Napier Advisors
New York
-$6.4M -266,916 Closed
WC
1113
Whitney & Co
New York
-$5.67M -236,382 Closed
Hudson Bay Capital Management
1114
Hudson Bay Capital Management
Connecticut
-$5.2M -228,815 Closed
GIA
1115
Gateway Investment Advisers
Ohio
-$5.46M -227,719 Closed
CCM
1116
Cohen Capital Management
California
-$4.03M -168,144 Closed
LCM
1117
Landscape Capital Management
New Jersey
-$2.58M -107,753 Closed
WorldQuant Millennium Advisors
1118
WorldQuant Millennium Advisors
New York
-$2.31M -96,449 Closed
PCM
1119
Palouse Capital Management
Washington
-$2.27M -94,613 Closed
PCM
1120
Poehling Capital Management
Wisconsin
-$2.2M -91,792 Closed
DEA
1121
DoubleLine ETF Adviser
Florida
-$2.08M -86,847 Closed
SIA
1122
Soltis Investment Advisors
Utah
-$2.06M -85,871 Closed
AC
1123
Allstate Corporation
Illinois
-$1.87M -77,888 Closed
BCM
1124
Bayesian Capital Management
New York
-$1.63M -68,100 Closed
ECM
1125
Elgethun Capital Management
South Dakota
-$1.62M -67,497 Closed

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.