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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 %
TA
826
TKG Advisors
Indiana
$229K +$27.1K +380 +13%
TLP
827
Trinity Legacy Partners
Texas
$229K -$3.87M -51,442 -94%
DWM
828
Destination Wealth Management
California
$229K +$65.1K +912 +40%
HCM
829
Hodges Capital Management
Texas
$228K -$14.3K -200 -6%
AFG
830
Allegheny Financial Group
Pennsylvania
$228K -$2.64K -37 -1%
CT
831
Colonial Trust
South Carolina
$224K -$187K -2,620 -45%
MWM
832
MGB Wealth Management
Texas
$223K – – –
VFA
833
Valeo Financial Advisors
Indiana
$222K -$70.5K -988 -24%
CCA
834
Childress Capital Advisors
Texas
$222K +$13.1K +183 +6%
ARC
835
Advisor Resource Council
Texas
$221K +$221K +26,547 New
DWT
836
Dorsey & Whitney Trust
South Dakota
$221K +$4.71K +66 +2%
CWS
837
Cypress Wealth Services
California
$220K -$7.14K -100 -3%
EAM
838
Eventide Asset Management
Massachusetts
$220K -$954K -13,680 -81%
LFAS
839
Level Four Advisory Services
Texas
$219K +$13.2K +185 +6%
FAT
840
First American Trust
California
$218K +$5.28K +74 +2%
IGGA
841
Iron Gate Global Advisors
Utah
$217K +$1.08K +15 +0.5%
LWP
842
LeClair Wealth Partners
Ohio
$216K +$1.14K +16 +0.5%
MAA
843
Mraz Amerine & Associates
California
$215K – – –
WSC
844
Wellington Shields & Co
New York
$214K – – –
Los Angeles Capital Management
845
Los Angeles Capital Management
California
$214K -$13K -182 -6%
VDI
846
Vaughan David Investments
Illinois
$214K – – –
PFP
847
Pinnacle Financial Partners
Tennessee
$213K +$15.6K +218 +8%
BOS
848
Bank of Stockton
California
$212K -$7.14K -100 -3%
BFA
849
Beaumont Financial Advisors
Massachusetts
$212K -$143 -2 -0.1%
RWP
850
RWA Wealth Partners
Massachusetts
$212K -$348K -4,882 -62%
32 33
34
35 36