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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 %
ECM
626
Evergreen Capital Management
Washington
$476K -$69.9K -972 -13%
BCWM
627
Bartlett & Co Wealth Management
Ohio
$475K +$21.7K +301 +5%
GHAM
628
Gilman Hill Asset Management
Connecticut
$474K -$75.6K -1,060 -14%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$469K -$11.8K -166 -2%
Jones Financial Companies
630
Jones Financial Companies
Missouri
$461K -$20.7K -296 -4%
CPIG
631
Chicago Partners Investment Group
Illinois
$460K -$15.6K -205 -3%
ZIM
632
Zacks Investment Management
Illinois
$459K +$571 +8 +0.1%
HWA
633
HCR Wealth Advisors
California
$457K +$1.93K +27 +0.4%
SS
634
Sunbelt Securities
Texas
$456K -$3.35K -47 -0.7%
CI
635
Cigna Investments
Connecticut
$455K -$9.93K -139 -2%
MF
636
Magnetar Financial
Illinois
$454K +$454K +6,359 New
AIP
637
Ameritas Investment Partners
Nebraska
$450K +$71 +1 +0%
CAU
638
Caxton Associates (UK)
$449K +$449K +6,299 New
AWM
639
AE Wealth Management
Kansas
$448K -$256K -3,583 -36%
OPA
640
Old Port Advisors
Maine
$447K -$7.14K -100 -2%
PA
641
Prossimo Advisors
California
$444K -$3.35K -47 -0.7%
MIF
642
Mediolanum International Funds
Ireland
$442K -$14K -201 -3%
OTL
643
Oak Thistle LLC
New York
$442K +$442K +6,195 New
BOH
644
Bank of Hawaii
Hawaii
$439K – – –
SPC
645
Sigma Planning Corp
Michigan
$438K -$20.3K -284 -4%
GP
646
Greenline Partners
New York
$438K +$1.14K +16 +0.3%
SPA
647
Sherbrooke Park Advisers
New York
$433K +$433K +6,064 New
FP
648
Financial Perspectives
Minnesota
$432K -$7.21K -101 -2%
SCTC
649
Sanibel Captiva Trust Company
Florida
$432K – – –
PCM
650
Pointe Capital Management
Michigan
$432K – – –
24 25
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