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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 %
SO
826
Sierra Ocean
California
$218K -$3.79K -50 -2%
IBOK
827
Independence Bank of Kentucky
Kentucky
$218K +$7.58K +100 +4%
HCM
828
Howland Capital Management
Massachusetts
$217K +$217K +2,845 New
FA
829
FC Advisory
Pennsylvania
$217K +$1.97K +26 +0.9%
FCH
830
Freestone Capital Holdings
Washington
$217K +$217K +2,868 New
PSP
831
Pacific Sage Partners
Washington
$217K – – –
RCM
832
RB Capital Management
Nevada
$217K +$152 +2 +0.1%
CT
833
Colonial Trust
South Carolina
$216K -$21.8K -288 -9%
SIA
834
Soltis Investment Advisors
Utah
$216K +$216K +2,845 New
BP
835
Ballentine Partners
Massachusetts
$215K +$215K +2,843 New
Federated Hermes
836
Federated Hermes
Pennsylvania
$215K +$4.09K +54 +2%
WSWA
837
Warren Street Wealth Advisors
California
$215K +$215K +2,831 New
DFA
838
Davies Financial Advisors
California
$214K +$214K +2,823 New
DA
839
Dash Acquisitions
California
$213K +$213K +2,678 New
GCM
840
Gallacher Capital Management
Colorado
$212K – – –
BBI
841
Baxter Bros Inc
Connecticut
$212K -$41.7K -550 -16%
EE
842
EWG Elevate
California
$212K -$4.39K -58 -2%
NSAM
843
North Star Asset Management
Wisconsin
$212K +$212K +2,797 New
FMTC
844
Farmers & Merchants Trust Company
California
$212K -$134K -1,762 -39%
FWM
845
Fortress Wealth Management
California
$211K +$211K +2,779 New
ACM
846
Advisors Capital Management
New Jersey
$210K +$210K +2,774 New
BAG
847
Bridgewealth Advisory Group
California
$210K +$210K +2,770 New
6F
848
626 Financial
Michigan
$210K +$210K +2,768 New
CAGAS
849
Capital Advisory Group Advisory Services
Minnesota
$210K +$210K +2,767 New
CFB
850
Cullen/Frost Bankers
Texas
$209K +$49.4K +652 +31%
32 33
34
35 36