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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 %
LC
801
Lindbrook Capital
California
$244K +$72.4K +1,015 +42%
SWM
802
Seed Wealth Management
Illinois
$243K +$243K +3,410 New
ANTB
803
AMG National Trust Bank
Colorado
$243K -$131K -1,842 -35%
FIM
804
Freedom Investment Management
Connecticut
$243K +$243K +3,402 New
OAM
805
Oak Asset Management
California
$243K – – –
ICM
806
IMS Capital Management
Oregon
$243K +$243K +3,400 New
VBWMG
807
Von Berge Wealth Management Group
California
$243K +$447 +6 +0.2%
AWA
808
AGH Wealth Advisors
Kansas
$241K -$9.99K -140 -4%
CAM
809
Cidel Asset Management
Ontario, Canada
$241K – – –
AA
810
Alta Advisers
United Kingdom
$240K +$240K +3,365 New
IAN
811
Integrated Advisors Network
Texas
$240K -$48.3K -677 -17%
BBI
812
Baxter Bros Inc
Connecticut
$239K -$3.57K -50 -1%
BCM
813
Brookstone Capital Management
Illinois
$238K -$231K -3,244 -49%
PW
814
PUREfi Wealth
Massachusetts
$236K +$236K +3,312 New
AP
815
Atwood & Palmer
Missouri
$235K – – –
RS
816
R Squared
Hong Kong
$235K +$219K +3,070 +1,335%
SI
817
SimpliFi Inc
California
$235K +$1.78K +25 +0.8%
FA
818
Faithward Advisors
Pennsylvania
$235K -$16.7K -234 -7%
BB
819
Busey Bank
Illinois
$234K +$4.64K +65 +2%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$234K -$36K -505 -13%
RPC
821
Rossmore Private Capital
Connecticut
$233K +$71 +1 +0%
IA
822
IFP Advisors
Florida
$232K -$8.32K -111 -3%
RCG
823
Regatta Capital Group
California
$230K – – –
WB
824
WesBanco Bank
West Virginia
$229K +$11.1K +156 +5%
RIL
825
Rothschild Investment LLC
Illinois
$229K -$32.1K -450 -12%
31 32
33
34 35