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Halliburton
HAL

Overview Fund Activity

886 hedge funds and large institutions have $15.1B invested in Halliburton in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 372 increasing their positions, 286 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-56
Holders Change %
-5.94%
% of All Funds
11.88%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
90
Increased
372
Reduced
286
Closed
131
Calls
$467M
Puts
$513M
Net Calls
-$45.5M
Net Calls Change
-$16.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.02B
2
BlackRock
BlackRock
New York
+$114M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$80.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$59.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$58.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$623M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$137M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$104M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71M
5
Victory Capital Management
Victory Capital Management
Texas
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
826
LGT Financial Advisors
Texas
$2.37K – – –
ACM
827
Anfield Capital Management
California
$2.34K – – –
VCM
828
Versant Capital Management
Arizona
$2.3K -$39.4K -1,934 -94%
SWA
829
SOA Wealth Advisors
New York
$2.24K – – –
MSG
830
Main Street Group
Virginia
$2.2K – – –
FMP
831
Financial Management Professionals
Texas
$2.14K -$183 -9 -8%
MSWM
832
Mowery & Schoenfeld Wealth Management
Illinois
$2.14K – – –
PMFA
833
Plante Moran Financial Advisors
Michigan
$2.12K – – –
IHWM
834
Iron Horse Wealth Management
Iowa
$2.08K – – –
SHF
835
Safe Harbor Fiduciary
Florida
$2.06K – – –
AFG
836
Albion Financial Group
Utah
$2.04K – – –
LB
837
Legacy Bridge
Iowa
$2.04K – – –
GCM
838
Gables Capital Management
Florida
$2.04K – – –
MWA
839
Moser Wealth Advisors
Washington
$2.04K +$2.04K +100 New
JFA
840
JNBA Financial Advisors
Minnesota
$2.02K -$10.2K -500 -83%
PGAM
841
Princeton Global Asset Management
New Jersey
$2K +$2K +98 New
AWM
842
Abound Wealth Management
Tennessee
$1.79K – – –
OC
843
Oakworth Capital
Alabama
$1.57K – – –
BLC
844
Brown, Lisle/Cummings
Rhode Island
$1.57K +$1.57K +77 New
NL
845
NVWM LLC
Pennsylvania
$1.43K +$1.12K +55 +367%
T
846
Transce3nd
Texas
$1.41K +$1.41K +69 New
RWM
847
Rialto Wealth Management
New York
$1.35K +$1.35K +66 New
STB
848
S&T Bank
Pennsylvania
$1.3K +$122 +6 +10%
NEWAS
849
N.E.W. Advisory Services
Wisconsin
$1.22K – – –
HWP
850
Highline Wealth Partners
California
$1.21K -$1.78K -88 -59%
32 33
34
35 36