We are live on ! Find out more
HAL icon

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
GWM
576
Geneos Wealth Management
Colorado
$243K -$261K -12,427 -51%
CS
577
Candriam SCA
Luxembourg
$242K -$687K -32,777 -73%
SC
578
SummitTX Capital
Texas
$238K +$245K +11,658 New
NB
579
Nicolet Bankshares
Wisconsin
$235K -$13.8K -658 -5%
JIC
580
Johnson Investment Counsel
Ohio
$234K -$11.6K -551 -5%
EW
581
Evoke Wealth
California
$233K +$240K +11,454 New
AWS
582
Atria Wealth Solutions
New York
$231K +$13.2K +630 +6%
BP
583
BWM Planning
Texas
$231K +$2.54K +121 +1%
NRD
584
Nebula Research & Development
New York
$230K -$582K -27,763 -71%
CIM
585
CIM Investment Management
Pennsylvania
$229K +$84 +4 +0%
MIM
586
Montgomery Investment Management
Maryland
$228K
SF
587
Summit Financial
New Jersey
$227K +$17K +812 +8%
ACA
588
Aptus Capital Advisors
Alabama
$227K -$4.1M -195,278 -95%
PPW
589
Parcion Private Wealth
Washington
$225K +$232K +11,053 New
AFGAS
590
Allegiance Financial Group Advisory Services
Virginia
$225K +$231K +11,036 New
MWA
591
Midland Wealth Advisors
Illinois
$224K -$19.1K -911 -8%
AWM
592
Angeles Wealth Management
California
$223K +$38.7K +1,844 +20%
TCM
593
Teza Capital Management
Illinois
$219K +$31.4K +1,495 +16%
CPA
594
Capital Performance Advisors
California
$219K +$225K +10,735 New
LFAS
595
Level Four Advisory Services
Texas
$219K -$1.49K -71 -0.7%
RIL
596
Rothschild Investment LLC
Illinois
$219K +$33.7K +1,608 +18%
LWP
597
LeClair Wealth Partners
Ohio
$218K -$63 -3 -0%
CI Investments Inc
598
CI Investments Inc
Ontario, Canada
$218K +$7.03K +335 +3%
SWM
599
SeaCrest Wealth Management
New York
$217K -$2.83K -135 -1%
PFM
600
Patton Fund Management
Texas
$215K +$222K +10,565 New

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.