Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HALLIBURTON CO (HAL)

1K + Investors. Track Smart Money conviction in HAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +95
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — HAL

Based on 941 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
941 hedge funds hold HAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

550 buying391 selling
Last quarter: 550 funds bought or added vs 391 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new HAL position: 101 → 90 → 140 → 193. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
648 out of 941 hedge funds have held HAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+19% value, -1% shares)

Value
+19%
Shares
-1%
Last quarter: total value of institutional HAL holdings rose +19% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

116 → 101 → 90 → 140 → 193 new funds/Q
New funds entering each quarter: 101 → 90 → 140 → 193. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 1,004 current holders: 724 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
43 of 941 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in HAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HAL

In 2025 Q4, 550 hedge funds were net buyers of HAL (193 opened a new position, 357 added to an existing one), while 391 reduced or exited (293 trimmed, 98 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in HAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +95 funds (more new holders than closures). Total institutional holders: 941.

Hedge Fund Ownership: HAL

How many hedge funds hold HAL — quarterly history vs. share price
Quarterly hedge fund ownership of HAL vs. share price

Market Analysis: HAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HAL

Energy Oil & Gas Equipment & Services

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

107 top-rated funds 7 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: HAL
2026 Q1 Stats Unlock in 7 days 1K + Investors

Track Smart Money conviction in HAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1004 911 10.21%
13F Shares 794M 806M -1.46%
Total Value $23.11B $19.42B 19.05%
New Positions 199 143 +56
Increased Positions 425 387 +38
Closed Positions 105 126 -21
Reduced Positions 394 408 -14
Total Calls 37 42 -11.9%
Total Puts 37 33 12.12%
PUT/CALL Ratio 1.0 0.79 Neutral

Statistics: HAL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HAL. Verified SEC 13F-HR filings.

Top 25 institutional holders of HAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Black Cypress Capital Management, LLC 4.86% 173,543 $6.8M
2 Telemark Asset Management, LLC 4.33% 1,200,000 $46.8M
3 QSM Asset Management Ltd 4.18% 212,139 $8.5M
4 Gunderson Capital Management LLC 4.09% 250,876 $9.8M
5 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.85% 113,036 $4.4M
6 BFI Infinity Ltd. 2.54% 115,972 $4.5M
7 Sage Capital Advisors,llc 2.51% 277,715 $10.8M
8 AMJ Financial Wealth Management 2.43% 264,053 $10.3M
9 Merrion Investment Management Co, LLC 2.32% 110,900 $4.3M
10 Canoe Financial LP 2.16% 4,065,777 $158.5M
11 KLCM Advisors, Inc. 1.67% 507,360 $19.8M
12 ADAMS NATURAL RESOURCES FUND, INC. 1.56% 344,853 $13.4M
13 SCP Investment, LP 1.54% 35,600 $1.4M
14 Generali Powszechne Towarzystwo Emerytalne 1.52% 220,000 $8.6M
15 NKCFO LLC 1.47% 126,850 $5K
16 Foster Victor Wealth Advisors, LLC 1.25% 583,627 $21.9M
17 WASHINGTON CAPITAL MANAGEMENT, INC 1.18% 35,970 $1.4M
18 MONETTA FINANCIAL SERVICES INC 1.15% 38,000 $1.5M
19 ARGA Investment Management, LP 1.14% 890,033 $34.7M
20 Scott & Selber, Inc. 1.11% 110,186 $4.3M
21 QV Investors Inc. 1.10% 348,320 $14K
22 Northwest Bancshares, Inc. 1.06% 136,518 $5.3M
23 Rheos Capital Works Inc. 1.04% 400,000 $16K
24 KDK Private Wealth Management, LLC 1.04% 29,033 $1.1M
25 BUILDER INVESTMENT GROUP INC /ADV 0.99% 117,032 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HALLIBURTON CO (HAL)

What does the Smart Money Trend signal show for HAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HAL?

Slight buying edge — 58% buying: Last quarter: 550 funds bought or added vs 391 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HAL holders?

Elite ownership — 66% AUM from top-100 funds: 43 of 941 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in HAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HAL?

69% of holders stayed for 2+ years: 648 out of 941 hedge funds have held HAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.