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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 %
AIC
776
Archer Investment Corporation
Indiana
$269K – – –
CFO
777
Callan Family Office
Pennsylvania
$269K -$7.49K -105 -3%
SA
778
Sovran Advisors
California
$266K +$26.2K +368 +11%
IAIM
779
International Assets Investment Management
Florida
$262K +$262K +3,678 New
GL
780
Graypoint LLC
New York
$261K -$59.7K -836 -19%
CWM
781
Centric Wealth Management
Illinois
$258K – – –
EH
782
Equitable Holdings
New York
$257K +$37.7K +529 +17%
DIM
783
Delta Investment Management
California
$257K +$257K +3,604 New
DF
784
Define Financial
California
$257K +$72.9K +1,068 +40%
PP
785
PDS Planning
Ohio
$257K -$45.8K -642 -15%
CFAM
786
Center For Asset Management
Florida
$256K +$3.71K +52 +1%
CA
787
Continuum Advisory
Idaho
$256K -$8.28K -116 -3%
HCM
788
Howard Capital Management
Georgia
$256K -$39.2K -549 -13%
AWM
789
Aviso Wealth Management
Washington
$254K -$3.14K -44 -1%
BMWM
790
Brown Miller Wealth Management
Virginia
$254K +$91.2K +1,278 +56%
NAS
791
NWF Advisory Services
California
$251K -$98.8K -1,384 -28%
PTCG
792
Pring Turner Capital Group
California
$250K – – –
VCM
793
Vivaldi Capital Management
Illinois
$249K +$3.64K +51 +1%
IAS
794
Insigneo Advisory Services
Florida
$249K +$23.1K +324 +10%
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$247K +$7.85K +110 +3%
WA
796
Waverly Advisors
Alabama
$247K +$14.8K +207 +6%
HSA
797
HBK Sorce Advisory
Pennsylvania
$246K -$6.49K -91 -3%
EFMC
798
Empire Financial Management Company
New York
$246K – – –
PTC
799
Private Trust Company
Ohio
$245K -$4.57K -64 -2%
PA
800
PharVision Advisers
Florida
$245K -$67.4K -945 -22%
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