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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
OW
901
Olistico Wealth
Oklahoma
$2.54K -$1.31K -50 -33%
AFG
902
Albion Financial Group
Utah
$2.54K
GCM
903
Gables Capital Management
Florida
$2.54K
LB
904
Legacy Bridge
Iowa
$2.54K
FFO
905
Fortitude Family Office
Arizona
$2.49K
CPG
906
Cornerstone Planning Group
New Jersey
$2.39K +$2.58K +98 +544%
AWM
907
Abound Wealth Management
Tennessee
$2.23K -$158 -6 -6%
SWIM
908
Smallwood Wealth Investment Management
New Jersey
$2.17K +$2.23K +85 New
HFS
909
Hughes Financial Services
Virginia
$2.04K +$2.1K +80 New
CAL
910
Capital Advisors Ltd
Ohio
$2K -$4.05K -154 -70%
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$1.95K -$421 -16 -17%
OC
912
Oakworth Capital
Alabama
$1.95K
CAWM
913
Capital A Wealth Management
Pennsylvania
$1.88K -$552 -21 -22%
MFS
914
Mattson Financial Services
Michigan
$1.85K -$24.7K -941 -93%
GFPC
915
Global Financial Private Client
Florida
$1.73K +$1.18K +45 +196%
NEWAS
916
N.E.W. Advisory Services
Wisconsin
$1.52K +$1.58K +60 New
STB
917
S&T Bank
Pennsylvania
$1.47K +$1.52K +58 New
GC
918
Garde Capital
Washington
$1.4K +$1.45K +55 New
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$1.37K
NECFA
920
New England Capital Financial Advisors
Connecticut
$1.36K
PPWM
921
PFG Private Wealth Management
Florida
$1.27K -$473 -18 -26%
CWA
922
Carolina Wealth Advisors
South Carolina
$1.27K
EPAM
923
Evelyn Partners Asset Management
$1.12K
CWP
924
Clark Wealth Partners
Illinois
$1.01K -$526 -20 -33%
VWA
925
Valued Wealth Advisors
Utah
$975 -$1.39K -53 -58%

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.