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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 %
BMO
701
Beck Mack & Oliver
New York
$340K +$3.11K +41 +0.9%
IC
702
Iconiq Capital
California
$339K +$123K +1,617 +57%
JIC
703
Johnson Investment Counsel
Ohio
$334K -$7.73K -102 -2%
FB
704
Fulton Bank
Pennsylvania
$334K -$51.2K -676 -13%
ISFAN
705
Investor's Fiduciary Advisor Network
Washington
$333K +$35.3K +467 +12%
WA
706
Waddell & Associates
Tennessee
$332K – – –
AAP
707
Arax Advisory Partners
Colorado
$332K +$11.1K +145 +3%
NAS
708
NWF Advisory Services
California
$331K +$63.9K +844 +24%
SWM
709
SeaCrest Wealth Management
New York
$330K +$35.3K +466 +12%
CPG
710
Cornerstone Planning Group
New Jersey
$326K +$1.07K +13 +0.3%
LCM
711
Leisure Capital Management
California
$322K – – –
CWP
712
Cyndeo Wealth Partners
Florida
$319K -$5.99K -79 -2%
EA
713
Everpar Advisors
Oklahoma
$317K +$16.4K +216 +5%
PDL
714
Portfolio Design Labs
California
$316K -$131K -1,732 -29%
EIG
715
Ellenbecker Investment Group
Wisconsin
$316K +$316K +4,173 New
MAA
716
Mraz Amerine & Associates
California
$316K +$81.8K +1,079 +35%
WA1
717
Wimmer Associates 1
California
$314K – – –
PL
718
Plancorp LLC
Missouri
$312K +$4.09K +54 +1%
FA
719
Financial Alternatives
California
$312K – – –
HDIM
720
Hanson & Doremus Investment Management
Vermont
$312K +$2.88K +38 +0.9%
OAM
721
Occidental Asset Management
California
$307K +$307K +4,052 New
EW
722
Elyxium Wealth
California
$306K +$15.4K +203 +5%
WAG
723
Wallace Advisory Group
California
$305K – – –
SWMP
724
Signature Wealth Management Partners
New Jersey
$305K – – –
HCM
725
Howard Capital Management
Georgia
$304K +$30.5K +399 +11%
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