1,192 hedge funds and large institutions have $51.3B invested in Sempra in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 441 increasing their positions, 367 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+100
Holders Change %
+9.16%
% of All Funds
15.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
200
Increased
441
Reduced
367
Closed
84
Calls
$98M
Puts
$23.2M
Net Calls
+$74.8M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
676
Chesapeake Wealth Management
Virginia
$453K -$2.98K -34 -0.7%
JSC
677
Jackson Square Capital
California
$452K +$62.9K +717 +16%
ISFAN
678
Investor's Fiduciary Advisor Network
Washington
$452K +$452K +5,158 New
FB
679
Fulton Bank
Pennsylvania
$449K -$439 -5 -0.1%
JCM
680
Jacobi Capital Management
Pennsylvania
$449K -$877 -10 -0.2%
PIA
681
Perennial Investment Advisors
California
$444K +$15.3K +175 +4%
FMTC
682
Farmers & Merchants Trust Company
California
$444K -$19.8K -226 -4%
FFG
683
Fortem Financial Group
California
$442K +$16.1K +184 +4%
FFA
684
First Foundation Advisors
California
$441K -$6.23K -71 -1%
CWM
685
Congress Wealth Management
Massachusetts
$437K +$437K +4,978 New
NAS
686
NWF Advisory Services
California
$433K +$433K +4,904 New
WAM
687
Weatherly Asset Management
California
$433K
VT
688
Vise Technologies
New York
$433K +$190K +2,161 +78%
FRA
689
Frank Rimerman Advisors
California
$431K -$351 -4 -0.1%
AIA
690
AIMZ Investment Advisors
California
$431K
CAG
691
Crestwood Advisors Group
Massachusetts
$430K +$15.7K +179 +4%
BF
692
BOK Financial
Oklahoma
$428K +$1.81K +23 +0.4%
WC
693
Whitney & Co
New York
$428K -$9.56K -109 -2%
FRM
694
Fox Run Management
Connecticut
$426K +$426K +4,860 New
CAM
695
Centre Asset Management
New York
$424K +$30.4K +346 +8%
FNBT
696
FineMark National Bank & Trust
Florida
$422K +$38.1K +434 +10%
WSFS
697
Wilmington Savings Fund Society
Delaware
$417K +$18K +205 +5%
CPWA
698
Cerro Pacific Wealth Advisors
California
$417K -$3.01K -36 -0.7%
CAI
699
Capital Advisors Inc
Oklahoma
$414K +$1.23K +14 +0.3%
DBRC
700
D.B. Root & Company
Pennsylvania
$413K +$1.49K +17 +0.4%