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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
AIM
926
Anchor Investment Management
South Carolina
$913
NRG
927
Nemes Rush Group
Michigan
$848 -$3.94K -150 -82%
RA
928
Ransom Advisory
Rhode Island
$837
SIC
929
Salem Investment Counselors
North Carolina
$812
WCM
930
WealthTrak Capital Management
Virginia
$762 -$526 -20 -40%
FWM
931
FSA Wealth Management
Massachusetts
$761
WOC
932
West Oak Capital
California
$685 -$1.31K -50 -2%
PSFG
933
Park Square Financial Group
Georgia
$685 -$79 -3 -10%
CB
934
CNB Bank
Pennsylvania
$660
BFS
935
Bare Financial Services
Pennsylvania
$634 +$657 +25 New
WW
936
Winnow Wealth
Texas
$621 +$210 +8 +47%
CWC
937
Carolinas Wealth Consulting
North Carolina
$558 +$263 +10 +83%
WWM
938
Wolff Wiese Magana
California
$508 +$526 +20 New
CIAM
939
Caitong International Asset Management
Hong Kong
$457 +$473 +18 New
RCM
940
Raleigh Capital Management
North Carolina
$431 -$13.3K -504 -97%
Q1WB
941
Quest 10 Wealth Builders
Virginia
$408 +$421 +16 New
NL
942
NVWM LLC
Pennsylvania
$381
HIA
943
HFM Investment Advisors
New Jersey
$381 +$394 +15 New
MWM
944
MorganRosel Wealth Management
Colorado
$381 +$394 +15 New
RJA
945
Ross\Johnson & Associates
Minnesota
$279 +$289 +11 New
SFGP
946
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$228 -$4.5K -171 -95%
ICM
947
Islay Capital Management
Texas
$152
LWMI
948
Legacy Wealth Management (Idaho)
Idaho
$127
CFD
949
Creative Financial Designs
Indiana
$127 +$131 +5 New
RFG
950
REAP Financial Group
Texas
$127 +$131 +5 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.