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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 %
SQA
801
Simon Quick Advisors
New Jersey
$238K +$238K +3,143 New
Los Angeles Capital Management
802
Los Angeles Capital Management
California
$236K +$8.49K +112 +4%
SFA
803
Souders Financial Advisors
Ohio
$234K +$234K +3,090 New
ICP
804
Impact Capital Partners
Colorado
$233K +$17.4K +229 +8%
FAT
805
First American Trust
California
$232K +$606 +8 +0.3%
DIM
806
Delta Investment Management
California
$231K -$42.1K -555 -15%
FIM
807
Freedom Investment Management
Connecticut
$230K -$27.7K -365 -11%
IGGA
808
Iron Gate Global Advisors
Utah
$229K -$1.15K -15 -0.5%
BFA
809
Beaumont Financial Advisors
Massachusetts
$229K +$3.41K +45 +2%
TLP
810
Trinity Legacy Partners
Texas
$228K -$978 -13 -0.4%
LWP
811
LeClair Wealth Partners
Ohio
$228K -$1.52K -20 -0.7%
HCM
812
Hodges Capital Management
Texas
$227K -$15.2K -200 -6%
WSC
813
Wellington Shields & Co
New York
$227K – – –
VDI
814
Vaughan David Investments
Illinois
$227K – – –
BOS
815
Bank of Stockton
California
$225K – – –
RWP
816
RWA Wealth Partners
Massachusetts
$225K – – –
LAM
817
L2 Asset Management
Massachusetts
$225K +$225K +2,963 New
PFM
818
Patton Fund Management
Texas
$223K +$223K +2,948 New
LIM
819
Leavell Investment Management
Alabama
$223K +$223K +2,918 New
1SB
820
1ST Source Bank
Indiana
$223K +$606 +8 +0.3%
P
821
Pitcairn
Pennsylvania
$222K -$80.8K -1,067 -27%
BCM
822
Brookstone Capital Management
Illinois
$221K -$31.1K -411 -12%
AEPWM
823
Atlantic Edge Private Wealth Management
Florida
$220K -$3.79K -50 -2%
ICM
824
IMS Capital Management
Oregon
$220K -$37.9K -500 -15%
AWE
825
Avidian Wealth Enterprises
Texas
$220K +$220K +2,898 New
31 32
33
34 35