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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
NP
576
NorthRock Partners
Minnesota
$594K +$166K +2,240 +40%
BJL
577
Brighton Jones LLC
Washington
$591K +$28.4K +383 +5%
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$6.68K +90 +1%
VWM
579
Venturi Wealth Management
Texas
$581K -$55.8K -751 -9%
Jones Financial Companies
580
Jones Financial Companies
Missouri
$578K +$78.4K +1,056 +16%
MBTD
581
Mechanics Bank - Trust Department
California
$567K -$79.1K -1,065 -12%
EM
582
ELCO Management
New York
$566K -$1.93K -26 -0.3%
SS
583
Sunbelt Securities
Texas
$565K +$3.49K +47 +0.7%
APP
584
Avantax Planning Partners
Iowa
$561K
BA
585
Bridgewater Advisors
New York
$561K +$39.6K +534 +8%
SCM
586
Shelton Capital Management
Colorado
$554K -$5.35K -72 -1%
MLA
587
My Legacy Advisors
Oregon
$553K -$76.6K -1,032 -12%
LCWP
588
Legacy Capital Wealth Partners
Arkansas
$551K +$4.53K +61 +0.8%
SMC
589
Smith, Moore & Co
Missouri
$549K -$14.8K -200 -3%
ASG
590
Ariston Services Group
California
$544K
TIAA Trust, National Association
591
TIAA Trust, National Association
North Carolina
$541K +$24.9K +335 +5%
PEAK6
592
PEAK6
Illinois
$541K +$530K +7,137 New
IF
593
Intrua Financial
Texas
$540K -$82.9K -1,116 -14%
PFM
594
Potomac Fund Management
Florida
$540K +$19.2K +259 +4%
EAM
595
Eventide Asset Management
Massachusetts
$538K +$295K +3,973 +126%
WA
596
Wealth Alliance
New York
$530K -$12K -162 -2%
BIG
597
Brooklyn Investment Group
New York
$528K +$141K +1,900 +37%
FMP
598
Financial Management Professionals
Texas
$525K -$34.2K -461 -6%
MCM
599
MAI Capital Management
Ohio
$521K -$11.7K -157 -2%
HWMO
600
Heritage Wealth Management (Ohio)
Ohio
$520K

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.