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Sempra
SRE

Overview Fund Activity

1,132 hedge funds and large institutions have $40.1B invested in Sempra in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 415 increasing their positions, 415 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-60
Holders Change %
-5.03%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
135
Increased
415
Reduced
415
Closed
169
Calls
$325M
Puts
$149M
Net Calls
+$175M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$734M
2
PC
PointState Capital
New York
+$154M
3
Capital International Investors
Capital International Investors
California
+$106M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$592M
2
Deutsche Bank
Deutsche Bank
Germany
-$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$376M
4
Morgan Stanley
Morgan Stanley
New York
-$304M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
751
Algert Global
California
$291K +$291K +4,080 New
PL
752
Plancorp LLC
Missouri
$290K +$2.07K +29 +0.7%
HT
753
Headlands Technologies
Illinois
$289K +$289K +4,056 New
CPG
754
Cornerstone Planning Group
New Jersey
$289K +$5.28K +72 +2%
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$287K -$596K -8,359 -68%
SWMP
756
Signature Wealth Management Partners
New Jersey
$287K – – –
OCG
757
Opus Capital Group
Ohio
$286K -$16K -224 -5%
GSC
758
G&S Capital
Colorado
$286K +$785 +11 +0.3%
JCFM
759
JBR Co Financial Management
Oklahoma
$285K – – –
P
760
Pitcairn
Pennsylvania
$285K +$27K +378 +10%
EA
761
Everpar Advisors
Oklahoma
$283K -$90.2K -1,264 -24%
BAM
762
Byrne Asset Management
New Jersey
$280K -$4.21K -48 Closed
LFP
763
Lakeshore Financial Planning
Michigan
$280K +$357 +5 +0.1%
CI
764
Conning Inc
Connecticut
$280K – – –
ISFAN
765
Investor's Fiduciary Advisor Network
Washington
$280K -$87.1K -1,224 -24%
MF
766
Manchester Financial
California
$279K -$16.4K -230 -6%
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$278K – – –
SWM
768
SeaCrest Wealth Management
New York
$277K -$6.57K -92 -2%
SB
769
Simmons Bank
Arkansas
$277K – – –
DTC
770
Davidson Trust Company
Washington
$274K -$500 -7 -0.2%
GKWIM
771
Gerber Kawasaki Wealth & Investment Management
California
$274K +$2K +28 +0.7%
EW
772
Elyxium Wealth
California
$274K +$274K +3,833 New
LWM
773
LJI Wealth Management
Indiana
$272K +$714 +10 +0.3%
WLG
774
Williamson Legacy Group
Indiana
$271K -$7.49K -105 -3%
SF
775
Summit Financial
New Jersey
$271K -$9.99K -140 -4%
29 30
31
32 33