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1,121 hedge funds and large institutions have $44.6B invested in Sempra in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 469 increasing their positions, 358 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $313M | Put options by funds: $151M

31% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 358

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $41.5B → $44.6B (+$3.03B)

0.8% more ownership

Funds ownership: 89.34%90.14% (+0.8%)

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

2% less funds holding

Funds holding: 1,1441,121 (-23)

Holders
1,121
Holders Change
-23
Holders Change %
-2.01%
% of All Funds
14.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
111
Increased
469
Reduced
358
Closed
119
Calls
$313M
Puts
$151M
Net Calls
+$162M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
701
AA Financial Advisors
Ohio
$351K
ANTB
702
AMG National Trust Bank
Colorado
$351K +$90.6K +1,220 +36%
DBRC
703
D.B. Root & Company
Pennsylvania
$350K +$6.38K +86 +2%
WC
704
Whitney & Co
New York
$349K
PG
705
Patten Group
Tennessee
$349K +$5.79K +78 +2%
ABC
706
Associated Banc-Corp
Wisconsin
$349K
OWP
707
Obermeyer Wealth Partners
Colorado
$345K -$22.3K -300 -6%
WJWM
708
Williams Jones Wealth Management
New York
$343K
GRP
709
Global Retirement Partners
California
$343K +$336K +4,528 New
LS
710
Livforsakringsbolaget Skandia
Sweden
$342K
MHIC
711
Marble Harbor Investment Counsel
Massachusetts
$341K
UAML
712
US Asset Management LLC
Pennsylvania
$340K
BMO
713
Beck Mack & Oliver
New York
$340K +$3.04K +41 +0.9%
IC
714
Iconiq Capital
California
$339K +$120K +1,617 +57%
JIC
715
Johnson Investment Counsel
Ohio
$334K -$7.57K -102 -2%
FB
716
Fulton Bank
Pennsylvania
$334K -$50.2K -676 -13%
ISFAN
717
Investor's Fiduciary Advisor Network
Washington
$333K +$34.7K +467 +12%
WA
718
Waddell & Associates
Tennessee
$332K
AAP
719
Arax Advisory Partners
Colorado
$332K +$10.8K +145 +3%
NAS
720
NWF Advisory Services
California
$331K +$62.7K +844 +24%
SWM
721
SeaCrest Wealth Management
New York
$330K +$34.6K +466 +12%
CPG
722
Cornerstone Planning Group
New Jersey
$326K +$965 +13 +0.3%
LCM
723
Leisure Capital Management
California
$322K
CWP
724
Cyndeo Wealth Partners
Florida
$319K -$5.87K -79 -2%
EA
725
Everpar Advisors
Oklahoma
$317K +$16K +216 +5%

SRE Hedge Fund Activity: Q2 2025 in Review

1,121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2025, worth a combined $44.6B — up 7.3% from $41.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of SRE and 111 opened new positions — a net loss of 8 holders — while 358 trimmed existing stakes and 469 added.

The largest buyer was Deutsche Bank, adding an estimated $298M. The largest seller was Norges Bank, cutting an estimated $708M.

  • 1,121 institutional investors held Sempra (SRE) as of Q2 2025, down from 1,144 in Q1 2025.
  • Funds reported $44.6B of Sempra stock for Q2 2025, up 7.3% quarter-over-quarter.
  • 111 funds opened new Sempra positions in Q2 2025 and 119 closed out, a net change of -8 holders.
  • The largest Sempra buyer in Q2 2025 was Deutsche Bank, an estimated $298M added.
  • The largest Sempra seller in Q2 2025 was Norges Bank, an estimated $708M sold.

Based on aggregated 13F filings for Q2 2025.