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Sempra
SRE

Overview Fund Activity

1,132 hedge funds and large institutions have $40.1B invested in Sempra in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 415 increasing their positions, 415 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-60
Holders Change %
-5.03%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
135
Increased
415
Reduced
415
Closed
169
Calls
$325M
Puts
$149M
Net Calls
+$175M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$734M
2
PC
PointState Capital
New York
+$154M
3
Capital International Investors
Capital International Investors
California
+$106M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$592M
2
Deutsche Bank
Deutsche Bank
Germany
-$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$376M
4
Morgan Stanley
Morgan Stanley
New York
-$304M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
501
HighPoint Advisor Group
Illinois
$944K +$80.2K +1,065 +9%
ODA
502
One Degree Advisors
California
$940K – – –
MIM
503
Morningstar Investment Management
Illinois
$936K +$204K +2,863 +28%
SIG
504
Stonegate Investment Group
Alabama
$921K -$29.9K -419 -3%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$906K +$505K +7,069 +126%
IP
506
Ignite Planners
California
$898K +$94.2K +1,261 +12%
S
507
SimplyRich
California
$892K -$89.9K -1,261 -9%
DAS
508
Diversify Advisory Services
Utah
$881K +$679K +9,013 +336%
BPA
509
Beacon Pointe Advisors
California
$876K +$109K +1,526 +14%
UBP
510
Union Bancaire Privee
Switzerland
$876K -$22.3M -342,528 -96%
HH
511
Hilltop Holdings
Texas
$875K +$496K +6,953 +131%
KCM
512
Kornitzer Capital Management
Kansas
$871K – – –
TC
513
TwinBeech Capital
New York
$864K +$864K +12,103 New
RBI
514
Raiffeisen Bank International
Austria
$863K -$228K -3,276 -21%
TT
515
TI-Trust
Illinois
$859K – – –
CFG
516
Cooper Financial Group
California
$855K +$19.3K +271 +2%
AF
517
Allworth Financial
California
$850K -$6.11K -82 -0.7%
CW
518
CreativeOne Wealth
Kansas
$837K +$34.2K +479 +4%
SI
519
Stephens Inc
Arkansas
$834K -$31.3K -439 -4%
PS
520
Principal Securities
Iowa
$831K – – –
IWM
521
Iams Wealth Management
Nebraska
$824K +$182K +2,548 +28%
AFCM
522
Applied Finance Capital Management
Puerto Rico
$809K +$10.2K +143 +1%
MAS
523
Meeder Advisory Services
Ohio
$807K -$5.64K -79 -0.7%
MSA
524
MUFG Securities Americas
New York
$800K +$133K +1,862 +20%
ACI
525
Alpha Cubed Investments
California
$794K +$297K +4,160 +60%
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