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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
BGIM
151
Brandywine Global Investment Management
Pennsylvania
$18.9M -$614K -26,981 -3%
CEI
152
Clark Estates Inc
New York
$18.8M +$1.14M +50,000 +6%
AIMCA
153
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.7M +$5.15M +226,500 +34%
IG
154
ING Group
Netherlands
$18.7M +$20.3M +891,324 New
First Trust Advisors
155
First Trust Advisors
Illinois
$18.6M -$9.14M -401,896 -31%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$18.6M +$256K +11,246 +1%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$18.2M +$1.24M +54,630 +7%
PCM
158
Pentwater Capital Management
Florida
$18M +$12.7M +560,000 +187%
Man Group
159
Man Group
United Kingdom
$17.9M +$18.4M +810,636 +1,816%
EDRH
160
Edmond de Rothschild Holding
Switzerland
$17.6M -$2.05M -90,000 -10%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$17.4M +$3.53M +155,285 +23%
Mitsubishi UFJ Trust & Banking
162
Mitsubishi UFJ Trust & Banking
Japan
$17.3M -$1.99M -87,565 -10%
Cerity Partners
163
Cerity Partners
New York
$16.9M +$343K +15,060 +2%
Millennium Management
164
Millennium Management
New York
$16.9M -$29M -1,275,670 -61%
Squarepoint
165
Squarepoint
New York
$16.8M +$14.7M +645,437 +405%
CCP
166
Clifford Capital Partners
Utah
$16.8M -$2.28M -100,278 -11%
Asset Management One
167
Asset Management One
Japan
$16.7M -$89.9K -3,952 -0.5%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$16.7M -$1.04M -45,810 -5%
GAM
169
Gotham Asset Management
New York
$16.7M +$12.8M +560,781 +238%
Stifel Financial
170
Stifel Financial
Missouri
$16.5M -$1.03M -45,204 -5%
Truist Financial
171
Truist Financial
North Carolina
$16.5M -$1.4M -61,614 -7%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$16.4M +$327K +14,393 +2%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$16.3M +$1.71M +75,088 +11%
Aberdeen Group
174
Aberdeen Group
United Kingdom
$16M +$2.28M +100,403 +15%
ADEF
175
Adams Diversified Equity Fund
Maryland
$15.7M

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.