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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
WFAG
1001
Worth Financial Advisory Group
North Carolina
-$225K -8,282 Closed
GSEP
1002
Golden State Equity Partners
California
-$222K -8,152 Closed
FMLI
1003
Fukoku Mutual Life Insurance
Japan
-$212K -7,780 Closed
WF
1004
Welch & Forbes
Massachusetts
-$207K -7,600 Closed
CCG
1005
Chatham Capital Group
Georgia
-$207K -7,595 Closed
QFA
1006
Quantum Financial Advisors
California
-$202K -7,436 Closed
MMPW
1007
Mitchell McLeod Pugh & Williams
Alabama
-$202K -7,434 Closed
FWIA
1008
Fort Washington Investment Advisors
Ohio
-$201K -7,380 Closed
PWM
1009
Perigon Wealth Management
California
-$214K -7,326 Closed
CCG
1010
Ceeto Capital Group
Florida
-$190K -7,000 Closed
AWM
1011
Avior Wealth Management
Nebraska
-$130K -4,784 Closed
CBT
1012
CoreFirst Bank & Trust
Kansas
-$111K -4,070 Closed
VWM
1013
Venturi Wealth Management
Texas
-$96.1K -3,533 Closed
PP
1014
Pingora Partners
Wyoming
-$88.1K -3,240 Closed
WB
1015
Webster Bank
Connecticut
-$87K -3,198 Closed
BTD
1016
BankPlus Trust Department
Mississippi
-$65.2K -2,397 Closed
EFG
1017
Ethos Financial Group
Pennsylvania
-$61.3K -2,253 Closed
TCG
1018
Transcendent Capital Group
Oklahoma
-$55.3K -2,035 Closed
WWA
1019
Wingate Wealth Advisors
Massachusetts
-$52K -1,913 Closed
CFGS
1020
Concourse Financial Group Securities
Alabama
-$46.2K -1,622 Closed
MA
1021
Modus Advisors
Minnesota
-$37.8K -1,391 Closed
PGAM
1022
Princeton Global Asset Management
New Jersey
-$27.2K -1,000 Closed
LFA
1023
Legend Financial Advisors
Pennsylvania
-$22.8K -840 Closed
SSG
1024
Summit Securities Group
New York
-$15.1K -557 Closed
Optiver Holding
1025
Optiver Holding
Netherlands
-$13.8K -506 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.