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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
RFS
776
Richardson Financial Services
Massachusetts
$9.97K +$6.61K +315 +203%
RTL
777
Red Tortoise LLC
Georgia
$9.79K +$84 +4 +0.8%
WA
778
WPG Advisers
Maryland
$9.35K -$5.94K -283 -38%
HNW
779
High Note Wealth
Minnesota
$9.35K +$5.43K +259 +130%
WOSD
780
WFA of San Diego
California
$9.17K +$9.44K +450 New
PWA
781
Principia Wealth Advisory
Texas
$8.4K +$566 +27 +7%
PWAM
782
Private Wealth Asset Management
Iowa
$8.23K -$336 -16 -4%
EWA
783
EQ Wealth Advisors
Texas
$8.21K
FNWA
784
Financial Network Wealth Advisors
Utah
$8.19K +$252 +12 +3%
GBT
785
Grove Bank & Trust
Florida
$8.09K -$6.8K -324 -45%
HBW
786
Hazlett, Burt & Watson
West Virginia
$8K -$5.14K -245 -40%
WWM
787
Wolff Wiese Magana
California
$7.95K +$7.76K +370 +1,850%
UCB
788
United Community Bank
South Carolina
$7.74K
PWA
789
Physician Wealth Advisors
Utah
$7.7K +$7.93K +378 New
ADL
790
Asset Dedication LLC
California
$7.66K -$3.94K -188 -33%
KFI
791
Key Financial Inc
Pennsylvania
$7.62K -$2.37K -113 -23%
DJSG
792
D.J. St. Germain
Massachusetts
$7.46K -$7.42K -354 -49%
AP
793
Aspect Partners
Virginia
$7.17K
CBT
794
Crews Bank & Trust
Florida
$7.13K
BIA
795
Bell Investment Advisors
California
$7.03K +$2.62K +125 +57%
MAFA
796
MJT & Associates Financial Advisory
Minnesota
$6.97K
PWMG
797
Prestige Wealth Management Group
New Jersey
$6.87K +$21 +1 +0.3%
CA
798
CoreCap Advisors
Michigan
$6.52K -$2.12K -101 -24%
IBOK
799
Independence Bank of Kentucky
Kentucky
$6.36K -$4.95K -236 -43%
DWM
800
Dogwood Wealth Management
Kansas
$6.25K -$1.3K -62 -18%

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.