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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
CT
1026
Coastline Trust
Rhode Island
-$10.9K -400 Closed
T
1027
Transce3nd
Texas
-$10.9K -400 Closed
PWS
1028
Peterson Wealth Services
Utah
-$10.2K -377 Closed
Bank Julius Baer & Co
1029
Bank Julius Baer & Co
Switzerland
-$6.65K -221 Closed
AG
1030
AmeriFlex Group
Nevada
-$5.2K -200 Closed
TAM
1031
Tucker Asset Management
Colorado
-$5.44K -200 Closed
EBA
1032
Eagle Bay Advisors
New York
-$4.7K -173 Closed
NFSG
1033
Newbridge Financial Services Group
Florida
-$3.06K -113 Closed
SAM
1034
Synergy Asset Management
Washington
-$3.17K -109 Closed
MAS
1035
MPWM Advisory Solutions
Georgia
-$2.79K -103 Closed
DRP
1036
Decker Retirement Planning
Utah
-$2.61K -96 Closed
CFB
1037
Cullen/Frost Bankers
Texas
-$2.2K -81 Closed
KBFS
1038
Kohmann Bosshard Financial Services
Ohio
-$1.6K -59 Closed
WBC
1039
West Branch Capital
Massachusetts
-$1.31K -48 Closed
AIC
1040
Archer Investment Corporation
Indiana
-$952 -35 Closed
TFGT
1041
TS Financial Group (TSFG)
Illinois
-$920 -35 -88%
CAM
1042
Chesapeake Asset Management
New York
-$543 -20 Closed
CAS
1043
Coppell Advisory Solutions
Texas
-$512 -19 Closed
HWA
1044
Heritage Wealth Advisors
Virginia
-$517 -19 Closed
OSNBOA
1045
Old Second National Bank of Aurora
Illinois
-$353 -13 Closed
SMAM
1046
Sugar Maple Asset Management
Wisconsin
-$272 -10 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.