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
Name Holding Trade Value Shares
Change
Shares
Change %
CPWA
651
Cerro Pacific Wealth Advisors
California
$431K -$6.32K -72 -1%
ABLA
652
Alan B. Lancz & Associates
Ohio
$428K -$64.2K -900 -13%
SC
653
Searle & Co
Connecticut
$428K
FPAS
654
Focus Partners Advisor Solutions
Missouri
$425K +$216K +3,029 +103%
TW
655
TritonPoint Wealth
Maryland
$423K -$82K -1,137 -16%
PDL
656
Portfolio Design Labs
California
$422K -$1.37M -19,200 -76%
MWM
657
Meridian Wealth Management
Kentucky
$421K +$40.1K +562 +11%
CIBC Private Wealth Group
658
CIBC Private Wealth Group
Georgia
$417K -$26.9K -421 -6%
CAG
659
Crestwood Advisors Group
Massachusetts
$414K +$63.9K +896 +18%
PS
660
Presima Securities
Quebec, Canada
$412K +$8.35K +117 +2%
QWP
661
Quotient Wealth Partners
Texas
$410K -$214K -3,002 -34%
QCM
662
QRG Capital Management
Illinois
$410K +$18.6K +261 +5%
RWA
663
Redhawk Wealth Advisors
Minnesota
$408K +$12.7K +178 +3%
SC
664
Sepio Capital
Utah
$406K
JCM
665
Jacobi Capital Management
Pennsylvania
$403K +$37.5K +526 +10%
IWM
666
IHT Wealth Management
Illinois
$400K +$642 +9 +0.2%
CSI
667
Cross Staff Investments
New York
$400K
CAG
668
Csenge Advisory Group
Florida
$399K -$46.5K -654 -10%
NP
669
NorthRock Partners
Minnesota
$399K -$89.7K -1,246 -18%
HI
670
Harbour Investments
Wisconsin
$397K +$22.6K +317 +6%
BF
671
BOK Financial
Oklahoma
$396K +$7.78K +109 +2%
SPWG
672
Syntegra Private Wealth Group
Missouri
$393K +$7.28K +102 +2%
WN
673
Williams & Novak
California
$391K +$75.9K +1,060 +24%
MA
674
MJP Associates
Connecticut
$391K -$51.5K -722 -12%
FWIA
675
Fort Washington Investment Advisors
Ohio
$389K +$1.78K +25 +0.5%