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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 %
WT
451
Whittier Trust
California
$1.11M -$2.12K -28 -0.2%
CF
452
Centaurus Financial
California
$1.11M -$38.6K -509 -3%
UCFA
453
United Capital Financial Advisors
Texas
$1.11M +$291K +3,844 +36%
SIG
454
Stonegate Investment Group
Alabama
$1.1M +$119K +1,565 +12%
MSA
455
MUFG Securities Americas
New York
$1.1M +$246K +3,241 +29%
4WM
456
44 Wealth Management
Oregon
$1.09M +$451K +5,958 +70%
PW
457
Pandora Wealth
Illinois
$1.09M -$51.9K -685 -5%
KPWS
458
Kestra Private Wealth Services
Texas
$1.09M -$131K -1,726 -11%
I
459
InceptionR
California
$1.09M +$474K +6,260 +77%
UB
460
UMB Bank
Missouri
$1.09M +$33.2K +438 +3%
GSEP
461
Golden State Equity Partners
California
$1.08M -$8.03K -106 -0.7%
VSQM
462
V-Square Quantitative Management
Illinois
$1.07M +$50K +660 +5%
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M -$105K -1,382 -9%
PAM
464
Panagora Asset Management
Massachusetts
$1.05M -$1.8M -23,701 -63%
SPIA
465
Steward Partners Investment Advisory
New York
$1.04M -$321K -4,235 -24%
SWP
466
Stratos Wealth Partners
Ohio
$1.03M -$64.8K -855 -6%
CSIC
467
Clifford Swan Investment Counsel
California
$1.02M -$26.5K -350 -3%
SFA
468
Sequoia Financial Advisors
Ohio
$1.02M +$442K +5,835 +77%
BHCM
469
Brevan Howard Capital Management
Jersey
$1.01M +$1.01M +13,320 New
KAS
470
Kestra Advisory Services
Texas
$988K -$587K -7,753 -37%
IIM
471
INTECH Investment Management
Florida
$985K -$250K -3,298 -20%
BCV
472
Banque Cantonale Vaudoise
Switzerland
$982K -$81.4K -1,075 -8%
HAG
473
HighPoint Advisor Group
Illinois
$979K +$29.2K +385 +3%
ODA
474
One Degree Advisors
California
$973K -$25.6K -338 -3%
IP
475
Ignite Planners
California
$970K +$29K +371 +3%
17 18
19
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