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Halliburton
HAL

Overview Fund Activity

942 hedge funds and large institutions have $18B invested in Halliburton in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 355 increasing their positions, 340 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
12.8%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
111
Increased
355
Reduced
340
Closed
92
Calls
$485M
Puts
$513M
Net Calls
-$28.7M
Net Calls Change
+$110M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$622M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$204M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$123M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$104M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$80M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.34B
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$276M
3
BlackRock
BlackRock
New York
-$125M
4
Boston Partners
Boston Partners
Massachusetts
-$123M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
601
LeClair Wealth Partners
Ohio
$271K -$2.11K -83 -0.8%
FTWA
602
Fifth Third Wealth Advisors
Ohio
$269K -$457 -18 -0.2%
Federated Hermes
603
Federated Hermes
Pennsylvania
$268K -$67.7K -2,668 -20%
HPC
604
HM Payson & Co
Maine
$268K -$27.9K -1,100 -9%
SWP
605
Sagespring Wealth Partners
Tennessee
$268K +$10.7K +422 +4%
MFIM
606
Mesirow Financial Investment Management
Illinois
$267K -$266K -10,498 -50%
QL
607
Quarry LP
New York
$266K -$461K -18,153 -63%
YAL
608
Your Advocates Ltd
Texas
$264K – – –
CI Investments Inc
609
CI Investments Inc
Ontario, Canada
$263K +$7.88K +311 +3%
SF
610
Summit Financial
New Jersey
$262K +$262K +10,337 New
SFI
611
Siemens Fonds Invest
Germany
$261K +$19.6K +774 +8%
SC
612
Searle & Co
Connecticut
$260K – – –
QEI
613
QSV Equity Investors
Illinois
$260K +$260K +10,246 New
WPC
614
Wedmont Private Capital
Pennsylvania
$259K -$13.3K -629 -5%
WAOTB
615
Wealth Advisors of Tampa Bay
Florida
$254K +$254K +10,025 New
CNBTD
616
Citizens National Bank Trust Department
Mississippi
$253K – – –
CI
617
CX Institutional
Indiana
$253K +$110K +4,330 +77%
KWM
618
Kingsview Wealth Management
Oregon
$252K -$26.7K -1,053 -10%
JCM
619
Jacobi Capital Management
Pennsylvania
$250K -$46K -1,814 -16%
BC
620
Bowman & Company
Wisconsin
$250K -$280K -11,036 -53%
GAAM
621
Guinness Atkinson Asset Management
California
$249K -$12.1K -476 -5%
SFC
622
SYM Financial Corp
Indiana
$246K +$246K +9,714 New
BHCM
623
Brevan Howard Capital Management
Jersey
$246K +$246K +9,700 New
BWP
624
BSW Wealth Partners
Colorado
$244K +$244K +9,636 New
CCAL
625
City Center Advisors LLC
Michigan
$242K -$10.1K -400 -4%
23 24
25
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