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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 %
PTC
776
Private Trust Company
Ohio
$258K -$2.73K -36 -1%
OAM
777
Oak Asset Management
California
$258K – – –
CAM
778
Cidel Asset Management
Ontario, Canada
$256K – – –
AA
779
Alta Advisers
United Kingdom
$255K – – –
IA
780
IFP Advisors
Florida
$254K -$66.6K -644 -21%
OCG
781
Opus Capital Group
Ohio
$253K -$50.8K -670 -17%
AWA
782
AGH Wealth Advisors
Kansas
$253K -$3.41K -45 -1%
SI
783
SimpliFi Inc
California
$252K +$2.27K +30 +0.9%
CI
784
CX Institutional
Indiana
$252K +$103K +1,358 +69%
Capstone Investment Advisors
785
Capstone Investment Advisors
New York
$252K -$53K -700 -17%
AP
786
Atwood & Palmer
Missouri
$250K – – –
RCG
787
Regatta Capital Group
California
$250K +$5K +66 +2%
AWM
788
Aviso Wealth Management
Washington
$250K -$20.5K -270 -8%
CCA
789
Carrera Capital Advisors
Michigan
$248K -$3.54M -46,323 -93%
RPC
790
Rossmore Private Capital
Connecticut
$247K -$76 -1 -0%
FHA
791
First Horizon Advisors
Tennessee
$247K -$107K -1,414 -30%
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$246K +$91.2K +1,204 +59%
FA
793
Faithward Advisors
Pennsylvania
$245K -$3.79K -50 -2%
SF
794
Summit Financial
New Jersey
$244K -$46.9K -614 -16%
AFG
795
Allegheny Financial Group
Pennsylvania
$243K +$682 +9 +0.3%
DWP
796
Daymark Wealth Partners
Ohio
$242K +$22.1K +292 +10%
CWS
797
Cypress Wealth Services
California
$242K +$7.88K +104 +3%
MWM
798
MGB Wealth Management
Texas
$241K – – –
LFAS
799
Level Four Advisory Services
Texas
$239K +$6.82K +90 +3%
BB
800
Busey Bank
Illinois
$238K -$10.8K -143 -4%
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