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Halliburton
HAL

Overview Fund Activity

943 hedge funds and large institutions have $18B invested in Halliburton in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 355 increasing their positions, 340 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.81%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
112
Increased
355
Reduced
340
Closed
92
Calls
$485M
Puts
$513M
Net Calls
-$28.7M
Net Calls Change
+$110M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$760M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$204M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$137M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$104M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$117M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.2B
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$194M
3
BlackRock
3
BlackRock
New York
$1.96B
4
Boston Partners
4
Boston Partners
Massachusetts
$41.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
1001
Ceeto Capital Group
Florida
– -$190K -7,000 Closed
AWM
1002
Avior Wealth Management
Nebraska
– -$130K -4,784 Closed
CBT
1003
CoreFirst Bank & Trust
Kansas
– -$111K -4,070 Closed
VWM
1004
Venturi Wealth Management
Texas
– -$96.1K -3,533 Closed
PP
1005
Pingora Partners
Wyoming
– -$88.1K -3,240 Closed
WB
1006
Webster Bank
Connecticut
– -$87K -3,198 Closed
BTD
1007
BankPlus Trust Department
Mississippi
– -$65.2K -2,397 Closed
EFG
1008
Ethos Financial Group
Pennsylvania
– -$61.3K -2,253 Closed
TCG
1009
Transcendent Capital Group
Oklahoma
– -$55.3K -2,035 Closed
WWA
1010
Wingate Wealth Advisors
Massachusetts
– -$52K -1,913 Closed
CFGS
1011
Concourse Financial Group Securities
Alabama
– -$46.2K -1,622 Closed
MA
1012
Modus Advisors
Minnesota
– -$37.8K -1,391 Closed
PGAM
1013
Princeton Global Asset Management
New Jersey
– -$27.2K -1,000 Closed
LFA
1014
Legend Financial Advisors
Pennsylvania
– -$22.8K -840 Closed
SSG
1015
Summit Securities Group
New York
– -$15.1K -557 Closed
Optiver Holding
1016
Optiver Holding
Netherlands
– -$13.8K -506 Closed
T
1017
Transce3nd
Texas
– -$10.9K -400 Closed
CT
1018
Coastline Trust
Rhode Island
– -$10.9K -400 Closed
PWS
1019
Peterson Wealth Services
Utah
– -$10.2K -377 Closed
Bank Julius Baer & Co
1020
Bank Julius Baer & Co
Switzerland
– -$6.65K -221 Closed
AG
1021
AmeriFlex Group
Nevada
– -$5.2K -200 Closed
EBA
1022
Eagle Bay Advisors
New York
– -$4.7K -173 Closed
NFSG
1023
Newbridge Financial Services Group
Florida
– -$3.06K -113 Closed
SAM
1024
Synergy Asset Management
Washington
– -$3.17K -109 Closed
MAS
1025
MPWM Advisory Solutions
Georgia
– -$2.79K -103 Closed
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