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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
MEG
876
Millstone Evans Group
Colorado
$4.19K
KWM
877
Kiker Wealth Management
Georgia
$4.11K +$4.26K +162 New
MFT
878
Moisand Fitzgerald Tamayo
Florida
$4.06K
PFG
879
Putney Financial Group
California
$4.06K
M
880
MOTCO
Texas
$4.06K +$4.21K +160 New
KFP
881
Keener Financial Planning
Texas
$4K
RFS
882
Richardson Financial Services
Massachusetts
$3.93K
SSB
883
Sandy Spring Bank
Maryland
$3.81K -$1.31K -50 -25%
HWP
884
Highline Wealth Partners
California
$3.76K +$1.84K +70 +90%
YP
885
YANKCOM Partnership
South Dakota
$3.5K
SRCM
886
Signature Resources Capital Management
California
$3.3K
SC
887
Stephens Consulting
Michigan
$3.17K
PP
888
PFS Partners
New Jersey
$3.1K
VFM
889
Vision Financial Markets
Connecticut
$3.08K
GIA
890
GHP Investment Advisors
Colorado
$3.04K -$8.1K -308 -72%
RBC
891
Roble Belko & Company
Pennsylvania
$3K
LFA
892
LGT Financial Advisors
Texas
$2.93K -$20.2K -770 -87%
ACM
893
Anfield Capital Management
California
$2.92K
FMP
894
Financial Management Professionals
Texas
$2.89K -$62.9K -2,392 -95%
SWA
895
SOA Wealth Advisors
New York
$2.79K
MSG
896
Main Street Group
Virginia
$2.74K +$26 +1 +0.9%
MSWM
897
Mowery & Schoenfeld Wealth Management
Illinois
$2.66K -$394 -15 -13%
PMFA
898
Plante Moran Financial Advisors
Michigan
$2.64K -$6.52K -248 -70%
IHWM
899
Iron Horse Wealth Management
Iowa
$2.59K
SHF
900
Safe Harbor Fiduciary
Florida
$2.56K +$2.66K +101 New

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.