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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.63B -$15.4M -586,276 -0.6%
BlackRock
2
BlackRock
New York
$1.96B -$129M -4,909,519 -6%
State Street
3
State Street
Massachusetts
$1.34B -$67M -2,548,779 -5%
Capital World Investors
4
Capital World Investors
California
$1.2B -$1.39B -52,749,323 -53%
Charles Schwab
5
Charles Schwab
California
$760M +$644M +24,506,472 +451%
Sanders Capital
6
Sanders Capital
Florida
$613M -$5.49M -208,803 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$563M +$18.7M +711,782 +3%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$418M +$9.94M +377,979 +2%
Morgan Stanley
9
Morgan Stanley
New York
$340M +$12.9M +489,977 +4%
Invesco
10
Invesco
Georgia
$274M +$19.2M +731,105 +7%
Amundi
11
Amundi
France
$253M -$46M -1,748,323 -13%
Bank of America
12
Bank of America
North Carolina
$246M +$53.2M +2,024,171 +26%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$239M -$1.63M -62,087 -0.7%
Northern Trust
14
Northern Trust
Illinois
$227M -$6.54M -248,571 -3%
Goldman Sachs
15
Goldman Sachs
New York
$219M -$17.2M -655,655 -7%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$204M +$211M +8,041,414 New
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$194M -$286M -10,889,393 -59%
Norges Bank
18
Norges Bank
Norway
$189M -$94.5M -3,595,171 -33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$159M -$15.8M -601,895 -9%
LSV Asset Management
20
LSV Asset Management
Illinois
$155M +$5.08M +193,022 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$144M +$7.96M +302,558 +6%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$137M +$127M +4,837,603 +867%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$137M -$2.85M -108,317 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$136M +$64K +2,434 +0%
UBS AM
25
UBS AM
Illinois
$134M +$7.43M +282,492 +6%

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.