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Halliburton

900 hedge funds and large institutions have $15.1B invested in Halliburton in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 380 increasing their positions, 291 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 291

3.1% more ownership

Funds ownership: 82.95%86.05% (+3.1%)

9% less call options, than puts

Call options by funds: $468M | Put options by funds: $513M

6% less funds holding

Funds holding: 953900 (-53)

17% less capital invested

Capital invested by funds: $18.2B → $15.1B (-$3.16B)

33% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 131

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

Holders
900
Holders Change
-53
Holders Change %
-5.56%
% of All Funds
11.85%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
88
Increased
380
Reduced
291
Closed
131
Calls
$468M
Puts
$513M
Net Calls
-$45.2M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
551
Hilltop National Bank
Wyoming
$280K +$289K +13,758 New
SI
552
Stephens Inc
Arkansas
$278K -$61.6K -2,936 -18%
CPWA
553
Cerro Pacific Wealth Advisors
California
$277K +$11.7K +559 +4%
FFM
554
Forum Financial Management
Illinois
$277K -$147 -7 -0.1%
AF
555
Allworth Financial
California
$277K +$98.3K +4,688 +53%
N
556
Numerai
California
$274K +$20.5K +979 +8%
KeyBank National Association
557
KeyBank National Association
Ohio
$271K +$94.8K +4,520 +51%
AF
558
Atala Financial
California
$269K
A
559
Allianz
Germany
$267K -$749K -35,704 -73%
TG
560
TCW Group
California
$265K -$2.27K -108 -0.8%
IWM
561
IHT Wealth Management
Illinois
$264K +$272K +12,961 New
TC
562
TownSquare Capital
Utah
$260K -$457K -21,777 -63%
WHG
563
Westwood Holdings Group
Texas
$256K +$30.8K +1,468 +13%
CPIG
564
Chicago Partners Investment Group
Illinois
$254K +$243K +11,569 New
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$253K -$16.8K -800 -6%
MAM
566
Mystic Asset Management
Rhode Island
$253K +$6.4K +305 +3%
MWM
567
Meridian Wealth Management
Kentucky
$253K +$18.8K +895 +8%
KIA
568
Knollwood Investment Advisory
Maryland
$252K -$615K -29,340 -70%
TCA
569
Transcend Capital Advisors
New Jersey
$250K +$257K +12,271 New
EWA
570
EP Wealth Advisors
California
$246K -$136K -6,465 -35%
WG
571
Welch Group
Alabama
$245K +$4.13K +197 +2%
PAS
572
Park Avenue Securities
New York
$245K -$18.6K -886 -7%
SFI
573
Siemens Fonds Invest
Germany
$244K +$35.7K +1,701 +17%
IAMOG
574
Investors Asset Management of Georgia
Georgia
$244K +$21K +1,000 +9%
QEI
575
QSV Equity Investors
Illinois
$243K +$35.6K +1,696 +17%

HAL Hedge Fund Activity: Q2 2025 in Review

900 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2025, worth a combined $15.1B — down 17% from $18.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of HAL and 88 opened new positions — a net loss of 43 holders — while 291 trimmed existing stakes and 380 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $641M.

  • 900 institutional investors held Halliburton (HAL) as of Q2 2025, down from 953 in Q1 2025.
  • Funds reported $15.1B of Halliburton stock for Q2 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Halliburton positions in Q2 2025 and 131 closed out, a net change of -43 holders.
  • The largest Halliburton buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Halliburton seller in Q2 2025 was Capital World Investors, an estimated $641M sold.

Based on aggregated 13F filings for Q2 2025.