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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
PDL
726
Portfolio Design Labs
California
$316K -$129K -1,732 -29%
EIG
727
Ellenbecker Investment Group
Wisconsin
$316K +$310K +4,173 New
MAA
728
Mraz Amerine & Associates
California
$316K +$80.1K +1,079 +35%
WA1
729
Wimmer Associates 1
California
$314K
PL
730
Plancorp LLC
Missouri
$312K +$4.01K +54 +1%
FA
731
Financial Alternatives
California
$312K
HDIM
732
Hanson & Doremus Investment Management
Vermont
$312K +$2.82K +38 +0.9%
OAM
733
Occidental Asset Management
California
$307K +$301K +4,052 New
EW
734
Elyxium Wealth
California
$306K +$15.1K +203 +5%
WAG
735
Wallace Advisory Group
California
$305K
SWMP
736
Signature Wealth Management Partners
New Jersey
$305K
HCM
737
Howard Capital Management
Georgia
$304K +$29.6K +399 +11%
CFAM
738
Center For Asset Management
Florida
$303K -$9.06K -122 -3%
JCFM
739
JBR Co Financial Management
Oklahoma
$303K
SWRP
740
Summit Wealth & Retirement Planning
California
$302K +$296K +3,989 New
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$300K +$4.23K +57 +1%
LFP
742
Lakeshore Financial Planning
Michigan
$298K +$520 +7 +0.2%
QL
743
Quarry LP
New York
$298K +$158K +2,129 +118%
PP
744
PDS Planning
Ohio
$295K +$22.1K +298 +8%
CWM
745
Centric Wealth Management
Illinois
$295K
SB
746
Simmons Bank
Arkansas
$294K -$371 -5 -0.1%
VF
747
Virtu Financial
New York
$293K +$287K +3,866 New
DTC
748
Davidson Trust Company
Washington
$291K
RIL
749
Rothschild Investment LLC
Illinois
$290K +$46.3K +624 +19%
TC
750
TwinBeech Capital
New York
$290K -$615K -8,279 -68%

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.