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Halliburton

953 hedge funds and large institutions have $18.2B invested in Halliburton in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 358 increasing their positions, 346 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

18% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 93

3% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 346

0% less funds holding

Funds holding: 954953 (-1)

0.92% less ownership

Funds ownership: 83.87%82.95% (-0.92%)

6% less call options, than puts

Call options by funds: $485M | Put options by funds: $513M

9% less capital invested

Capital invested by funds: $20B → $18.2B (-$1.79B)

Holders
953
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
110
Increased
358
Reduced
346
Closed
93
Calls
$485M
Puts
$513M
Net Calls
-$28.6M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$132M -$38M -1,443,558 -22%
UBS Group
27
UBS Group
Switzerland
$129M -$22.4M -853,474 -14%
BIP
28
Brandes Investment Partners
California
$122M +$5.37M +204,346 +4%
AQR Capital Management
29
AQR Capital Management
Connecticut
$117M +$83.6M +3,178,746 +217%
VanEck Associates
30
VanEck Associates
New York
$113M -$17.2M -654,766 -13%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$107M +$59.9M +2,279,596 +118%
Citigroup
32
Citigroup
New York
$106M +$11.4M +435,191 +12%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$104M +$108M +4,103,175 New
JP Morgan Chase
34
JP Morgan Chase
New York
$103M +$34.4M +1,308,869 +48%
Citadel Advisors
35
Citadel Advisors
Florida
$95.8M +$61.9M +2,352,957 +166%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$94.7M -$1.53M -58,375 -2%
Franklin Resources
37
Franklin Resources
California
$94.6M +$31.8M +1,210,657 +48%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$92.9M +$14.9M +568,068 +18%
Victory Capital Management
39
Victory Capital Management
Texas
$83.9M +$47.7M +1,815,357 +122%
Barclays
40
Barclays
United Kingdom
$83.3M +$10.6M +401,684 +14%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$80.6M -$17.9M -680,944 -18%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$77.8M -$615K -23,398 -0.8%
Wells Fargo
43
Wells Fargo
California
$73.4M +$12.6M +477,554 +20%
N
44
Nuveen
North Carolina
$72.6M +$13.2M +502,703 +21%
Principal Financial Group
45
Principal Financial Group
Iowa
$70.5M +$1.78M +67,704 +2%
SG
46
Sourcerock Group
Colorado
$66.7M +$57.6M +2,189,347 +497%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$65.5M -$6.02M -228,864 -8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$62.9M -$429K -16,300 -0.7%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$59.3M +$60.2M +2,290,934 +4,933%
FGP
50
Freestone Grove Partners
California
$57.2M +$19.2M +730,025 +48%

HAL Hedge Fund Activity: Q1 2025 in Review

953 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2025, worth a combined $18.2B — down 8.9% from $20B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HAL positions and 93 closed out — a net gain of 17 holders — while 358 added to existing stakes and 346 trimmed.

The largest buyer was Charles Schwab, adding an estimated $644M. The largest seller was Capital World Investors, cutting an estimated $1.39B.

  • 953 institutional investors held Halliburton (HAL) as of Q1 2025, down from 954 in Q4 2024.
  • Funds reported $18.2B of Halliburton stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 110 funds opened new Halliburton positions in Q1 2025 and 93 closed out, a net change of +17 holders.
  • The largest Halliburton buyer in Q1 2025 was Charles Schwab, an estimated $644M added.
  • The largest Halliburton seller in Q1 2025 was Capital World Investors, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2025.