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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.88B +$93.3M +4,101,880 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.52B -$1.01B -44,218,016 -21%
BlackRock
3
BlackRock
New York
$3.09B +$145M +6,378,661 +5%
State Street
4
State Street
Massachusetts
$2.41B -$119M -5,246,055 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.08B -$329M -14,446,389 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.91B -$129M -5,656,226 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.02B +$13.8M +604,953 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$971M -$343M -15,097,085 -25%
Franklin Resources
9
Franklin Resources
California
$696M -$136M -5,958,230 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$662M -$94.9M -4,171,871 -12%
IFP
11
Independent Franchise Partners
United Kingdom
$654M +$498M +21,886,537 +233%
Bank of America
12
Bank of America
North Carolina
$648M +$77M +3,384,687 +12%
American Century Companies
13
American Century Companies
Missouri
$633M +$192M +8,436,166 +39%
UBS Group
14
UBS Group
Switzerland
$545M +$419M +18,413,270 +242%
Norges Bank
15
Norges Bank
Norway
$537M +$32.1M +1,412,061 +6%
Charles Schwab
16
Charles Schwab
California
$522M -$14.9M -653,503 -3%
SV
17
Starboard Value
New York
$438M -$25.6M -1,124,062 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$437M -$91.5M -4,023,910 -16%
Northern Trust
19
Northern Trust
Illinois
$429M -$20.3M -890,429 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$427M +$11.9M +522,470 +3%
UBS AM
21
UBS AM
Illinois
$423M +$138M +6,055,299 +43%
Morgan Stanley
22
Morgan Stanley
New York
$401M -$46.6M -2,046,628 -10%
Invesco
23
Invesco
Georgia
$373M +$40M +1,759,065 +11%
Goldman Sachs
24
Goldman Sachs
New York
$357M +$43.1M +1,895,323 +13%
TCIM
25
TOMS Capital Investment Management
New York
$338M +$39.8M +1,748,000 +12%

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.