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1,121 hedge funds and large institutions have $44.6B invested in Sempra in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 469 increasing their positions, 358 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $313M | Put options by funds: $151M

31% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 358

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $41.5B → $44.6B (+$3.03B)

0.8% more ownership

Funds ownership: 89.34%90.14% (+0.8%)

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

2% less funds holding

Funds holding: 1,1441,121 (-23)

Holders
1,121
Holders Change
-23
Holders Change %
-2.01%
% of All Funds
14.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
111
Increased
469
Reduced
358
Closed
119
Calls
$313M
Puts
$151M
Net Calls
+$162M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
526
GAMMA Investing
California
$798K +$166K +2,236 +27%
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$797K -$25.8K -347 -3%
FTWA
528
Fifth Third Wealth Advisors
Ohio
$785K -$450K -6,059 -37%
IWM
529
Iams Wealth Management
Nebraska
$784K -$88.8K -1,196 -10%
SLI
530
Sumitomo Life Insurance
Japan
$780K -$42.5K -573 -5%
TPA
531
Trivium Point Advisory
Connecticut
$777K -$24.9K -335 -3%
LIM
532
Letson Investment Management
Georgia
$773K
CT
533
Chicago Trust
Illinois
$764K -$8.02K -108 -1%
VHAM
534
Van Hulzen Asset Management
California
$761K +$12.6K +170 +2%
TSMHT
535
Thurston Springer Miller Herd & Titak
Indiana
$760K +$148K +1,998 +25%
WP
536
Westmount Partners
California
$748K +$2.38K +32 +0.3%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$746K +$731K +9,840 New
GI
538
Gradient Investments
Minnesota
$742K +$297 +4 +0%
SAM
539
Sompo Asset Management
Japan
$742K
AWM
540
Apollon Wealth Management
South Carolina
$739K -$82.8K -1,115 -10%
PA
541
Procyon Advisors
Connecticut
$733K -$4.79M -64,477 -87%
IAG
542
Ipsen Advisor Group
Arkansas
$731K +$56.7K +764 +9%
CK
543
Cohen Klingenstein
New York
$727K
AO
544
Advisor OS
Illinois
$725K +$18.7K +252 +3%
MGIA
545
Moneta Group Investment Advisors
Missouri
$712K -$29K -391 -4%
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$708K -$249K -3,353 -26%
QCM
547
Qsemble Capital Management
New York
$708K -$4.97M -66,895 -88%
QIM
548
Quest Investment Management
Oregon
$704K +$690K +9,296 New
Brown Advisory
549
Brown Advisory
Maryland
$702K -$88.6K -1,193 -11%
EP
550
Edgestream Partners
New Jersey
$700K -$5.25M -70,655 -88%

SRE Hedge Fund Activity: Q2 2025 in Review

1,121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2025, worth a combined $44.6B — up 7.3% from $41.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of SRE and 111 opened new positions — a net loss of 8 holders — while 358 trimmed existing stakes and 469 added.

The largest buyer was Deutsche Bank, adding an estimated $298M. The largest seller was Norges Bank, cutting an estimated $708M.

  • 1,121 institutional investors held Sempra (SRE) as of Q2 2025, down from 1,144 in Q1 2025.
  • Funds reported $44.6B of Sempra stock for Q2 2025, up 7.3% quarter-over-quarter.
  • 111 funds opened new Sempra positions in Q2 2025 and 119 closed out, a net change of -8 holders.
  • The largest Sempra buyer in Q2 2025 was Deutsche Bank, an estimated $298M added.
  • The largest Sempra seller in Q2 2025 was Norges Bank, an estimated $708M sold.

Based on aggregated 13F filings for Q2 2025.