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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
ACM
101
Advisors Capital Management
New Jersey
$34.2M +$2.43M +106,677 +7%
SEI Investments
102
SEI Investments
Pennsylvania
$33.1M -$16.1M -706,101 -31%
Capital Research Global Investors
103
Capital Research Global Investors
California
$32.8M -$13.2M -581,709 -27%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$31.8M +$9.76K +429 +0%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$31.8M -$2.98M -130,800 -8%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$30.2M +$14.4M +632,457 +78%
CAG
107
Crestwood Advisors Group
Massachusetts
$30M -$575K -25,287 -2%
MME
108
Meag Munich Ergo
Germany
$30M -$2.63M -115,542 -7%
Aviva
109
Aviva
United Kingdom
$30M +$2.09M +91,744 +7%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$28.3M -$2.57M -113,114 -8%
CCP
111
Clarkston Capital Partners
Michigan
$28M -$752K -33,050 -2%
O
112
Ossiam
France
$27.9M +$26.4M +1,161,855 +679%
SAM
113
Storebrand Asset Management
Norway
$27.9M +$2.53M +111,319 +9%
Brown Advisory
114
Brown Advisory
Maryland
$26.9M -$2.59M -114,055 -8%
PTC
115
Petrus Trust Company
Texas
$26.2M +$28.5M +1,251,000 New
CIM
116
Corda Investment Management
Texas
$26.2M +$193K +8,465 +0.7%
OAM
117
Oppenheimer Asset Management
New York
$25.7M -$2.6M -114,511 -9%
MML Investors Services
118
MML Investors Services
Massachusetts
$25.2M +$1.35M +59,349 +5%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$25M -$15.6M -685,651 -36%
Walleye Trading
120
Walleye Trading
New York
$24.9M +$27M +1,188,979 New
DKCM
121
Davidson Kempner Capital Management
New York
$24.9M +$27M +1,187,447 New
SO
122
STRS Ohio
Ohio
$24.6M -$27.7M -1,216,070 -51%
KBC Group
123
KBC Group
Belgium
$24.5M -$22.9M -1,008,587 -46%
Verition Fund Management
124
Verition Fund Management
Connecticut
$24.3M +$9.12M +401,015 +53%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$24M +$86.9K +3,819 +0.3%

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.