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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
SWM
676
Spire Wealth Management
Virginia
$51.5K -$20.6K -980 -28%
AGWCA
677
Annis Gardner Whiting Capital Advisors
Florida
$47.9K
OL
678
OneFund LLC
Florida
$47K +$48.7K +2,322 New
S
679
Sachetta
Massachusetts
$46.5K +$629 +30 +1%
IRC
680
Investors Research Corp
Georgia
$45.3K
DIP
681
DT Investment Partners
Pennsylvania
$45.3K
NSIM
682
North Star Investment Management
Illinois
$44.8K
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$43.8K +$1.68K +80 +4%
ME
684
McIlrath & Eck
Washington
$43.5K +$42 +2 +0.1%
MYIA
685
Mount Yale Investment Advisors
Colorado
$43.3K +$44.6K +2,125 New
HWM
686
Hemington Wealth Management
Virginia
$43K -$7.53K -359 -14%
TPCW
687
TD Private Client Wealth
New York
$42.6K +$3.02K +144 +7%
HFS
688
Hantz Financial Services
Michigan
$41K +$30K +1,428 +252%
CB
689
Centennial Bank
Arkansas
$40.8K
PFBT
690
Parkside Financial Bank & Trust
Missouri
$39.5K +$881 +42 +2%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$38.7K +$20.8K +993 +109%
CFO
692
CVA Family Office
Colorado
$38.4K +$19.2K +916 +95%
SO
693
Sierra Ocean
California
$37.4K +$20.6K +980 +115%
CT
694
Colonial Trust
South Carolina
$36.7K -$495K -23,589 -93%
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$36.5K -$40.8K -1,945 -52%
BBHC
696
Brown Brothers Harriman & Co
New York
$36.4K +$7.49K +357 +25%
TIM
697
Total Investment Management
Arizona
$36.2K +$37.2K +1,774 New
CIA
698
Cape Investment Advisory
Georgia
$34.7K +$18.9K +900 +112%
SC
699
SouthState Corp
Florida
$34.1K +$5.47K +261 +18%
BG
700
Bollard Group
Massachusetts
$33K -$25.6K -1,222 -43%

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.