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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
BMWM
776
Brown Miller Wealth Management
Virginia
$270K
TCA
777
Transcend Capital Advisors
New Jersey
$267K -$68.3K -920 -21%
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$266K +$3.12K +42 +1%
OWA
779
Octavia Wealth Advisors
Ohio
$266K -$234K -3,156 -48%
PTCG
780
Pring Turner Capital Group
California
$265K
SC
781
Syon Capital
California
$264K +$259K +3,483 New
WA
782
Waverly Advisors
Alabama
$263K +$742 +10 +0.3%
TC
783
Trilogy Capital
California
$263K +$44.5K +600 +21%
SFG
784
Sather Financial Group
Texas
$262K +$256K +3,453 New
EFMC
785
Empire Financial Management Company
New York
$261K
VBWMG
786
Von Berge Wealth Management Group
California
$260K +$445 +6 +0.2%
IAS
787
Insigneo Advisory Services
Florida
$259K -$5.05K -68 -2%
PTC
788
Private Trust Company
Ohio
$258K -$2.67K -36 -1%
OAM
789
Oak Asset Management
California
$258K
CAM
790
Cidel Asset Management
Ontario, Canada
$256K
AA
791
Alta Advisers
United Kingdom
$255K
IA
792
IFP Advisors
Florida
$254K -$47.8K -644 -21%
OCG
793
Opus Capital Group
Ohio
$253K -$49.7K -670 -17%
AWA
794
AGH Wealth Advisors
Kansas
$253K -$3.34K -45 -1%
SI
795
SimpliFi Inc
California
$252K +$2.23K +30 +0.9%
CI
796
CX Institutional
Indiana
$252K +$101K +1,358 +69%
Capstone Investment Advisors
797
Capstone Investment Advisors
New York
$252K -$52K -700 -17%
AP
798
Atwood & Palmer
Missouri
$250K
RCG
799
Regatta Capital Group
California
$250K +$4.9K +66 +2%
AWM
800
Aviso Wealth Management
Washington
$250K -$20K -270 -8%

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.