SRE icon

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 %
CA
751
Continuum Advisory
Idaho
$280K +$7.65K +101 +3%
PIM
752
Platinum Investment Management
Australia
$278K -$36.8K -486 -12%
VCM
753
Vivaldi Capital Management
Illinois
$277K +$12.7K +168 +5%
SA
754
Sovran Advisors
California
$277K -$1.41K -19 -0.5%
STA
755
Summit Trail Advisors
New York
$276K +$276K +3,563 New
IAIM
756
International Assets Investment Management
Florida
$276K -$2.58K -34 -0.9%
WIA
757
World Investment Advisors
California
$276K -$58.5K -772 -17%
HSA
758
HBK Sorce Advisory
Pennsylvania
$276K +$14.5K +191 +6%
GL
759
Graypoint LLC
New York
$275K -$1.97K -26 -0.7%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$274K +$25.7K +339 +10%
FNBT
761
FineMark National Bank & Trust
Florida
$274K -$62K -818 -18%
EH
762
Equitable Holdings
New York
$272K -$985 -13 -0.4%
TSS
763
Two Sigma Securities
New York
$271K +$271K +3,581 New
BMWM
764
Brown Miller Wealth Management
Virginia
$270K – – –
TCA
765
Transcend Capital Advisors
New Jersey
$267K -$69.7K -920 -21%
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$266K +$3.18K +42 +1%
OWA
767
Octavia Wealth Advisors
Ohio
$266K -$241K -3,156 -48%
PTCG
768
Pring Turner Capital Group
California
$265K – – –
SC
769
Syon Capital
California
$264K +$264K +3,483 New
WA
770
Waverly Advisors
Alabama
$263K +$758 +10 +0.3%
TC
771
Trilogy Capital
California
$263K +$45.5K +600 +21%
SFG
772
Sather Financial Group
Texas
$262K +$262K +3,453 New
EFMC
773
Empire Financial Management Company
New York
$261K – – –
VBWMG
774
Von Berge Wealth Management Group
California
$260K +$479 +6 +0.2%
IAS
775
Insigneo Advisory Services
Florida
$259K -$5.15K -68 -2%
29 30
31
32 33