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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
PCG
551
Prosperity Consulting Group
Maryland
$697K -$13K -175 -2%
Bessemer Group
552
Bessemer Group
New Jersey
$695K +$58.1K +782 +9%
SMWM
553
Silvia McColl Wealth Management
California
$692K +$371 +5 +0.1%
SFI
554
Siemens Fonds Invest
Germany
$689K +$130K +1,745 +24%
Kovitz Investment Group Partners
555
Kovitz Investment Group Partners
Illinois
$689K -$148K -1,990 -18%
HFM
556
Hartford Funds Management
Pennsylvania
$678K +$665K +8,952 New
CCM
557
Cohen Capital Management
California
$667K
IAA
558
Independent Advisor Alliance
North Carolina
$662K -$1.08M -14,577 -63%
TI
559
Tidal Investments
Wisconsin
$647K -$113K -1,516 -15%
CA
560
Clearstead Advisors
Ohio
$647K +$35.9K +483 +6%
CA
561
Claro Advisors
Massachusetts
$646K -$28.3K -381 -4%
SIA
562
Strategic Investment Advisors
Michigan
$643K -$45.7K -615 -7%
MMM
563
Mendel Money Management
Illinois
$642K +$9.65K +130 +2%
MFIM
564
Mesirow Financial Investment Management
Illinois
$642K +$3.79K +51 +0.6%
AWA
565
Arkadios Wealth Advisors
Georgia
$627K +$116K +1,564 +23%
GSC
566
G&S Capital
Colorado
$625K +$315K +4,242 +106%
AWS
567
Atria Wealth Solutions
New York
$624K -$1.13M -15,215 -65%
CAI
568
Capital Advisors Inc
Oklahoma
$623K +$261K +3,509 +74%
TRCT
569
Tower Research Capital (TRC)
New York
$620K -$2.42M -32,652 -80%
WTC
570
WhitTier Trust Company
Nevada
$620K +$965 +13 +0.2%
SIC
571
Salem Investment Counselors
North Carolina
$617K
WPA
572
West Paces Advisors
Georgia
$616K -$18.4K -248 -3%
SC
573
Savant Capital
Illinois
$610K +$22.6K +304 +4%
NG
574
Norden Group
Utah
$608K -$50.3K -677 -8%
S
575
SignatureFD
Georgia
$600K +$72.8K +980 +14%

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.