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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 %
ABWM
801
Alpine Bank Wealth Management
Colorado
$15.2K +$15.2K +600 New
JFA
802
JNBA Financial Advisors
Minnesota
$15.2K +$12.7K +500 +505%
HBW
803
Hazlett, Burt & Watson
West Virginia
$15K +$4.9K +202 +48%
RA
804
Rise Advisors
New York
$14.6K -$2.61K -103 -15%
TC
805
Trust Company
Kansas
$14.4K – – –
ADL
806
Asset Dedication LLC
California
$14.3K – – –
FFA
807
Frazier Financial Advisors
Ohio
$14.2K – – –
HFS
808
Hantz Financial Services
Michigan
$14K -$546K -22,073 -97%
IBOK
809
Independence Bank of Kentucky
Kentucky
$13.9K +$5.99K +236 +76%
SIC
810
SJS Investment Consulting
Ohio
$13.6K +$13.4K +527 +5,856%
C
811
Covestor
United Kingdom
$13K -$100 -4 -0.8%
PA
812
PSI Advisors
Florida
$12.8K -$34.1K -1,345 -73%
HIM
813
Hillsdale Investment Management
Ontario, Canada
$12.7K – – –
WTFG
814
Wood Tarver Financial Group
Idaho
$12.7K – – –
GWSA
815
Global Wealth Strategies & Associates
Colorado
$12.7K – – –
1NWS
816
1 North Wealth Services
Maryland
$12.7K +$12.7K +500 New
SPF
817
South Plains Financial
Texas
$12.7K – – –
NC
818
NewSquare Capital
Pennsylvania
$12.4K +$10.4K +410 +526%
KFI
819
Key Financial Inc
Pennsylvania
$12.4K – – –
RTL
820
Red Tortoise LLC
Georgia
$12.1K +$76 +3 +0.6%
MAM
821
Meeder Asset Management
Ohio
$11.7K +$11.7K +462 +46,200%
CA
822
CoreCap Advisors
Michigan
$10.7K +$1.52K +60 +17%
PWAM
823
Private Wealth Asset Management
Iowa
$10.7K +$10.7K +420 New
EWA
824
EQ Wealth Advisors
Texas
$10.2K +$10.2K +403 New
BWL
825
Bogart Wealth LLC
Virginia
$10.1K -$24.2K -954 -70%
31 32
33
34 35