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1,145 hedge funds and large institutions have $41.5B invested in Sempra in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 424 increasing their positions, 418 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $325M | Put options by funds: $149M

1% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 418

3.17% less ownership

Funds ownership: 92.51%89.34% (-3.2%)

5% less funds holding

Funds holding: 1,2051,145 (-60)

19% less capital invested

Capital invested by funds: $51.4B → $41.5B (-$9.84B)

22% less first-time investments, than exits

New positions opened: 133 | Existing positions closed: 170

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
1,145
Holders Change
-60
Holders Change %
-4.98%
% of All Funds
15.35%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
133
Increased
424
Reduced
418
Closed
170
Calls
$325M
Puts
$149M
Net Calls
+$175M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$2.75M -$48.2K -619 -2%
CGH
352
Crossmark Global Holdings
Texas
$2.73M -$69.2K -888 -2%
PFS
353
Prospera Financial Services
Texas
$2.71M +$226K +2,898 +8%
PAM
354
Panagora Asset Management
Massachusetts
$2.68M +$920K +11,811 +46%
CG
355
Castellan Group
Kentucky
$2.66M +$2.9M +37,265 New
DADC
356
D.A. Davidson & Co
Montana
$2.65M -$374K -4,800 -11%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$2.64M +$173K +2,222 +6%
GIBU
358
Gulf International Bank (UK)
United Kingdom
$2.57M -$1.03M -13,210 -27%
DGM
359
Delta Global Management
New York
$2.56M +$2.79M +35,817 New
OC
360
Oppenheimer & Co
New York
$2.55M -$768K -9,855 -22%
ET
361
Entropy Technologies
New York
$2.53M +$2.76M +35,477 New
KeyBank National Association
362
KeyBank National Association
Ohio
$2.51M -$791K -10,148 -22%
NB
363
Norinchukin Bank
Japan
$2.5M +$381K +4,887 +16%
William Blair & Company
364
William Blair & Company
Illinois
$2.49M -$47.9K -615 -2%
PFA
365
Pure Financial Advisors
California
$2.48M -$24.9K -319 -0.9%
BCI
366
Brinker Capital Investments
Pennsylvania
$2.47M +$23.8K +306 +0.9%
OPS
367
Orion Portfolio Solutions
Nebraska
$2.47M +$23.8K +306 +0.9%
GIM
368
Generali Investments Management
Slovenia
$2.45M +$1.19M +15,332 +81%
FFWA
369
FRG Family Wealth Advisors
Washington
$2.44M -$114K -1,466 -4%
NA
370
NewEdge Advisors
Louisiana
$2.44M +$969K +12,439 +57%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$2.43M
TC
372
TownSquare Capital
Utah
$2.42M -$10.6K -136 -0.4%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$2.4M -$467 -6 -0%
SAM
374
Securian Asset Management
Minnesota
$2.39M -$44.7K -574 -2%
CCM
375
Chilton Capital Management
Texas
$2.33M -$23.1M -296,724 -90%

SRE Hedge Fund Activity: Q1 2025 in Review

1,145 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2025, worth a combined $41.5B — down 19% from $51.4B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of SRE and 133 opened new positions — a net loss of 37 holders — while 418 trimmed existing stakes and 424 added.

The largest buyer was Wellington Management Group, adding an estimated $801M. The largest seller was DZ Bank, cutting an estimated $646M.

  • 1,145 institutional investors held Sempra (SRE) as of Q1 2025, down from 1,205 in Q4 2024.
  • Funds reported $41.5B of Sempra stock for Q1 2025, down 19% quarter-over-quarter.
  • 133 funds opened new Sempra positions in Q1 2025 and 170 closed out, a net change of -37 holders.
  • The largest Sempra buyer in Q1 2025 was Wellington Management Group, an estimated $801M added.
  • The largest Sempra seller in Q1 2025 was DZ Bank, an estimated $646M sold.

Based on aggregated 13F filings for Q1 2025.