We are live on ! Find out more
HAL icon

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
PIM
976
Plato Investment Management
Australia
-$652K -23,903 Closed
SAMC
977
Spectrum Asset Management (California)
California
-$644K -23,685 Closed
CAM
978
Congress Asset Management
Massachusetts
-$621K -22,827 Closed
BPC
979
Bryce Point Capital
New York
-$582K -21,395 Closed
Group One Trading
980
Group One Trading
Illinois
-$493K -18,742 Closed
FCH
981
Freestone Capital Holdings
Washington
-$494K -18,160 Closed
PAS
982
Point72 Asia (Singapore)
Singapore
-$483K -17,754 Closed
OF
983
Outfitter Financial
Maine
-$419K -15,400 Closed
NWWA
984
New Wave Wealth Advisors
Arkansas
-$375K -13,774 Closed
GC
985
Guidance Capital
Kentucky
-$356K -12,821 Closed
FHB
986
First Hawaiian Bank
Hawaii
-$321K -11,815 Closed
SIA
987
Soltis Investment Advisors
Utah
-$315K -11,587 Closed
RFC
988
Regions Financial Corp
Alabama
-$293K -10,787 Closed
IAA
989
Independent Advisor Alliance
North Carolina
-$289K -10,625 Closed
EAM
990
Empirical Asset Management
Massachusetts
-$14K -10,600 Closed
NP
991
NorthRock Partners
Minnesota
-$288K -10,587 Closed
DFG
992
Delta Financial Group
New Jersey
-$277K -10,202 Closed
AUB
993
Atlantic Union Bankshares
Virginia
-$266K -9,772 Closed
Envestnet Portfolio Solutions
994
Envestnet Portfolio Solutions
Illinois
-$251K -9,228 Closed
CM
995
Capula Management
Cayman Islands
-$239K -8,796 Closed
DAS
996
Dynamic Advisor Solutions
Arizona
-$238K -8,758 Closed
AIP
997
Arrowpoint Investment Partners
Singapore
-$234K -8,600 Closed
SPC
998
Sigma Planning Corp
Michigan
-$228K -8,383 Closed
CPCPP
999
Canada Post Corporation Pension Plan
Canada
-$227K -8,366 Closed
FCP
1000
Fidelis Capital Partners
Florida
-$211K -8,283 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.