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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$56.5M -$809K -30,754 -1%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$53.1M -$901K -34,259 -2%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$51.4M +$7.61M +289,255 +17%
TSW
54
Thompson Siegel & Walmsley
Virginia
$51M +$925K +35,168 +2%
SCM
55
SIR Capital Management
New York
$46.3M +$38.9M +1,477,698 +425%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$44.7M -$175K -6,643 -0.4%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$43.9M +$32.8M +1,248,453 +259%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$43.7M +$4.34M +165,149 +11%
American Century Companies
59
American Century Companies
Missouri
$43.1M -$6.25M -237,728 -12%
CSS
60
Cubist Systematic Strategies
Connecticut
$42.6M +$41.2M +1,566,815 +1,398%
Ameriprise
61
Ameriprise
Minnesota
$41.9M +$1.93M +73,310 +5%
Boston Partners
62
Boston Partners
Massachusetts
$41.9M -$127M -4,836,755 -75%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$41M -$1.34M -51,094 -3%
Raymond James Financial
64
Raymond James Financial
Florida
$40.7M -$9.77M -371,525 -19%
Pzena Investment Management
65
Pzena Investment Management
New York
$40.4M +$1.14M +43,474 +3%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$39.9M +$4.36M +165,882 +12%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$37.4M -$64.4M -2,449,020 -62%
National Pension Service
68
National Pension Service
South Korea
$35.7M +$2.83M +107,500 +8%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$35.6M +$717K +27,280 +2%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$35.6M +$36.9M +1,403,525 New
Caisse de Depot et Placement du Quebec (CDPQ)
71
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.6M +$16.9M +642,161 +85%
GAM
72
Groupama Asset Management
France
$35M +$4.52M +171,803 +14%
First Trust Advisors
73
First Trust Advisors
Illinois
$31.2M +$2.41M +91,477 +8%
WorldQuant Millennium Advisors
74
WorldQuant Millennium Advisors
New York
$30.1M +$3.82M +145,426 +14%
GF
75
Gabelli Funds
New York
$29.8M -$1.95M -74,000 -6%

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.