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Sempra
SRE

Overview Fund Activity

1,102 hedge funds and large institutions have $44.5B invested in Sempra in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 463 increasing their positions, 349 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-30
Holders Change %
-2.65%
% of All Funds
14.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
110
Increased
463
Reduced
349
Closed
117
Calls
$313M
Puts
$151M
Net Calls
+$162M
Net Calls Change
-$12.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$304M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
3
BlackRock
BlackRock
New York
+$227M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$225M
5
Marshall Wace
Marshall Wace
United Kingdom
+$199M

Top Sellers

1
PC
PointState Capital
New York
-$158M
2
Capital International Investors
Capital International Investors
California
-$133M
3
EIP
Energy Income Partners
Connecticut
-$103M
4
DZ Bank
DZ Bank
Germany
-$92.7M
5
Fidelity International
Fidelity International
Bermuda
-$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
426
Spirit of America Management Corp
New York
$1.3M +$64.4K +850 +5%
Lido Advisors
427
Lido Advisors
California
$1.29M -$6.41M -83,864 -83%
BC
428
Bridgefront Capital
Texas
$1.29M +$927K +12,228 +255%
LGF
429
LGT Group Foundation
Liechtenstein
$1.29M -$209K -2,756 -14%
WOSD
430
WFA of San Diego
California
$1.28M +$1.28M +16,890 New
BCM
431
Brookmont Capital Management
Texas
$1.26M -$28.9K -381 -2%
AUB
432
Atlantic Union Bankshares
Virginia
$1.26M +$1.26M +16,678 New
CT
433
Coastline Trust
Rhode Island
$1.23M – – –
TCPG
434
Trivant Custom Portfolio Group
California
$1.22M -$29.2K -385 -2%
SCA
435
Snowden Capital Advisors
New York
$1.22M -$71.8K -939 -6%
PFM
436
Premier Fund Managers
United Kingdom
$1.21M +$452K +6,000 +60%
PCIA
437
Prime Capital Investment Advisors
Kansas
$1.2M -$206K -2,717 -15%
DAS
438
Dynamic Advisor Solutions
Arizona
$1.19M +$26.4K +349 +2%
BTWM
439
Baker Tilly Wealth Management
Wisconsin
$1.17M +$70.9K +936 +6%
SF
440
SWP Financial
California
$1.16M – – –
MIM
441
Morningstar Investment Management
Illinois
$1.16M +$166K +2,188 +17%
VT
442
Vise Technologies
New York
$1.15M +$1.15M +15,157 New
HWM
443
HB Wealth Management
Georgia
$1.15M -$27.4K -361 -2%
JSSH
444
J. Safra Sarasin Holding
$1.14M – – –
JG
445
Jain Global
New York
$1.14M -$2.21M -29,123 -66%
PWM
446
Perigon Wealth Management
California
$1.14M +$45.6K +602 +4%
ZBNA
447
Zions Bancorporation, National Association
Utah
$1.13M -$20.2K -267 -2%
SIS
448
Sound Income Strategies
Florida
$1.12M +$64.9K +856 +6%
Baird Financial Group
449
Baird Financial Group
Wisconsin
$1.11M +$65K +858 +6%
AWM
450
Axxcess Wealth Management
California
$1.11M -$14.8K -195 -1%
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