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1,150 hedge funds and large institutions have $54.4B invested in Sempra in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 415 increasing their positions, 390 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 86

22% more capital invested

Capital invested by funds: $44.6B → $54.4B (+$9.86B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.6% more ownership

Funds ownership: 90.14%92.75% (+2.6%)

3% more funds holding

Funds holding: 1,1211,150 (+29)

6% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 390

6% less call options, than puts

Call options by funds: $162M | Put options by funds: $172M

Holders
1,150
Holders Change
+29
Holders Change %
+2.59%
% of All Funds
15.09%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
131
Increased
415
Reduced
390
Closed
86
Calls
$162M
Puts
$172M
Net Calls
-$9.74M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
651
Old Port Advisors
Maine
$491K -$31.8K -393 -7%
FA
652
Financial Alternatives
California
$491K +$109K +1,342 +33%
CCA
653
Checchi Capital Advisers
California
$487K -$99.4K -1,227 -18%
CAS
654
Coppell Advisory Solutions
Texas
$486K -$65.5K -809 -13%
PDL
655
Portfolio Design Labs
California
$485K +$98.3K +1,214 +29%
VFA
656
Valeo Financial Advisors
Indiana
$482K -$17.2K -213 -4%
NCM
657
Neumann Capital Management
California
$481K
IWM
658
IHT Wealth Management
Illinois
$480K -$7.45K -92 -2%
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$474K -$76.1K -940 -15%
HI
660
Harbour Investments
Wisconsin
$474K +$5.83K +72 +1%
IAN
661
Integrated Advisors Network
Texas
$473K +$30.2K +373 +8%
RBI
662
Raiffeisen Bank International
Austria
$473K -$454K -5,602 -52%
DT
663
Diversified Trust
Tennessee
$471K +$18.6K +230 +5%
SC
664
Syon Capital
California
$465K +$136K +1,683 +48%
GVAG
665
Great Valley Advisor Group
Delaware
$464K +$24.3K +300 +6%
TCA
666
Transcend Capital Advisors
New Jersey
$460K +$129K +1,590 +45%
MHR
667
Matthew Hamilton Rosenberg
$457K +$23.2K +286 +6%
VW
668
Vance Wealth
California
$454K +$567 +7 +0.1%
CWM
669
Cornerstone Wealth Management
Missouri
$450K +$81 +1 +0%
FRA
670
Frank Rimerman Advisors
California
$447K +$3.56K +44 +0.9%
FFA
671
First Foundation Advisors
California
$445K +$324 +4 +0.1%
AIA
672
AIMZ Investment Advisors
California
$442K
BBHC
673
Brown Brothers Harriman & Co
New York
$442K +$94.7K +1,169 +31%
BF
674
BOK Financial
Oklahoma
$441K -$31.2K -385 -7%
EFA
675
Edge Financial Advisors
Illinois
$438K +$14.7K +181 +4%

SRE Hedge Fund Activity: Q3 2025 in Review

1,150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q3 2025, worth a combined $54.4B — up 22% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SRE positions and 86 closed out — a net gain of 45 holders — while 415 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $761M. The largest seller was BlackRock, cutting an estimated $249M.

  • 1,150 institutional investors held Sempra (SRE) as of Q3 2025, up from 1,121 in Q2 2025.
  • Funds reported $54.4B of Sempra stock for Q3 2025, up 22% quarter-over-quarter.
  • 131 funds opened new Sempra positions in Q3 2025 and 86 closed out, a net change of +45 holders.
  • The largest Sempra buyer in Q3 2025 was Vanguard Group, an estimated $761M added.
  • The largest Sempra seller in Q3 2025 was BlackRock, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2025.