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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 %
JCM
601
Jacobi Capital Management
Pennsylvania
$498K +$70.2K +926 +16%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$496K -$7.95K -104 -2%
AWA
603
Aaron Wealth Advisors
Illinois
$493K -$31.7K -419 -6%
SIAG
604
Safeguard Investment Advisory Group
California
$488K -$242K -3,192 -33%
HWA
605
HCR Wealth Advisors
California
$488K +$2.8K +37 +0.6%
ZIM
606
Zacks Investment Management
Illinois
$487K -$606 -8 -0.1%
GAM
607
Gotham Asset Management
New York
$487K +$93.1K +1,229 +24%
ECM
608
Evergreen Capital Management
Washington
$483K -$21.5K -282 -4%
CPIG
609
Chicago Partners Investment Group
Illinois
$483K +$1.19K +15 +0.2%
CI
610
Cigna Investments
Connecticut
$482K -$1.06K -14 -0.2%
FC
611
Farringdon Capital
United Kingdom
$480K +$480K +6,341 New
AIP
612
Ameritas Investment Partners
Nebraska
$478K +$76 +1 +0%
DFG
613
Demars Financial Group
Washington
$477K +$477K +6,297 New
FP
614
Financial Perspectives
Minnesota
$474K +$15K +198 +3%
GP
615
Greenline Partners
New York
$471K +$6.06K +80 +1%
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$470K -$28.3K -374 -6%
WB
617
WesBanco Bank
West Virginia
$469K +$226K +2,981 +93%
CAS
618
Coppell Advisory Solutions
Texas
$469K -$98.4K -1,306 -17%
CAG
619
Csenge Advisory Group
Florida
$469K +$27.7K +352 +6%
HCA
620
Harbour Capital Advisors
Virginia
$468K +$468K +6,259 New
QC
621
Quaero Capital
Switzerland
$467K -$617K -8,137 -57%
CAG
622
Crestwood Advisors Group
Massachusetts
$466K +$26.5K +350 +6%
PCM
623
Pointe Capital Management
Michigan
$464K +$6.21K +82 +1%
SWP
624
Sagespring Wealth Partners
Tennessee
$464K +$152K +2,006 +49%
MG
625
Marex Group
$461K +$461K +6,080 New
23 24
25
26 27