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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
HRC
951
Hoertkorn Richard Charles
$102
GA
952
GoalVest Advisory
New York
$101 -$4.1K -156 -98%
HF
953
HRT Financial
New York
-$13.7M -503,521 Closed
O
954
Ossiam
France
-$9.63M -354,000 Closed
JFG
955
Jefferies Financial Group
New York
-$4.38M -161,102 Closed
UCMOK
956
United Capital Management of KS
Kansas
-$3.57M -131,266 Closed
PI
957
PineBridge Investments
New York
-$3.01M -110,674 Closed
AIMCA
958
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.98M -109,534 Closed
HWM
959
Hohimer Wealth Management
Washington
-$2.63M -96,737 Closed
HW
960
Hedeker Wealth
Illinois
-$2.48M -91,132 Closed
VFA
961
Valeo Financial Advisors
Indiana
-$271K -84,580 Closed
RAG
962
RIA Advisory Group
Iowa
-$1.99M -73,157 Closed
NICM
963
Neo Ivy Capital Management
New York
-$1.91M -70,164 Closed
RBA
964
Richard Bernstein Advisors
New York
-$1.85M -67,890 Closed
CFCI
965
Comprehensive Financial Consultants Institutional
Indiana
-$1.68M -61,644 Closed
SB
966
Simmons Bank
Arkansas
-$1.42M -52,260 Closed
PSC
967
Portman Square Capital
United Kingdom
-$1.22M -44,736 Closed
IMC Chicago
968
IMC Chicago
Illinois
-$1.01M -38,342 Closed
CM
969
Crestline Management
Texas
-$914K -33,600 Closed
FRM
970
Fox Run Management
Connecticut
-$897K -32,989 Closed
VF
971
Virtu Financial
New York
-$887K -32,632 Closed
WAM
972
WealthTrust Asset Management
Florida
-$802K -29,506 Closed
FC
973
Farringdon Capital
United Kingdom
-$750K -27,593 Closed
BA
974
Bridgewater Associates
Connecticut
-$701K -25,799 Closed
TSS
975
Two Sigma Securities
New York
-$662K -24,339 Closed

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.