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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
PGAM
851
Princeton Global Asset Management
New Jersey
$2K +$2.06K +98 New
AWM
852
Abound Wealth Management
Tennessee
$1.79K
SWIM
853
Smallwood Wealth Investment Management
New Jersey
$1.74K
OC
854
Oakworth Capital
Alabama
$1.57K
BLC
855
Brown, Lisle/Cummings
Rhode Island
$1.57K +$1.61K +77 New
NL
856
NVWM LLC
Pennsylvania
$1.43K +$1.15K +55 +367%
T
857
Transce3nd
Texas
$1.41K +$1.45K +69 New
RWM
858
Rialto Wealth Management
New York
$1.35K +$1.38K +66 New
STB
859
S&T Bank
Pennsylvania
$1.3K +$126 +6 +10%
NEWAS
860
N.E.W. Advisory Services
Wisconsin
$1.22K
HWP
861
Highline Wealth Partners
California
$1.21K -$1.85K -88 -59%
GC
862
Garde Capital
Washington
$1.12K
PWMG
863
Private Wealth Management Group
New Jersey
$1.1K -$6.46K -308 -85%
JGIA
864
Jackson Grant Investment Advisers
Connecticut
$1.1K
NECFA
865
New England Capital Financial Advisors
Connecticut
$1.1K +$21 +1 +2%
CWA
866
Carolina Wealth Advisors
South Carolina
$1.02K
KHC
867
Koesten Hirschmann & Crabtree
Kansas
$999 +$1.03K +49 New
PA
868
Pineridge Advisors
Missouri
$946 +$965 +46 New
EPAM
869
Evelyn Partners Asset Management
$897
CWP
870
Clark Wealth Partners
Illinois
$856 +$42 +2 +5%
TCM
871
Traub Capital Management
Massachusetts
$856 +$881 +42 New
DPW
872
DiNuzzo Private Wealth
Pennsylvania
$816 -$776 -37 -48%
PWM
873
Parkworth Wealth Management
California
$774 +$797 +38 New
NRG
874
Nemes Rush Group
Michigan
$687 +$21 +1 +3%
SC
875
Stephens Consulting
Michigan
$673 -$1.93K -92 -74%

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.