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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
WSC
826
Wellington Shields & Co
New York
$227K
CSF
827
Capital Squared Financial
Maryland
$227K +$223K +3,000 New
VDI
828
Vaughan David Investments
Illinois
$227K
BOS
829
Bank of Stockton
California
$225K
RWP
830
RWA Wealth Partners
Massachusetts
$225K
LAM
831
L2 Asset Management
Massachusetts
$225K +$220K +2,963 New
PFM
832
Patton Fund Management
Texas
$223K +$219K +2,948 New
LIM
833
Leavell Investment Management
Alabama
$223K +$217K +2,918 New
1SB
834
1ST Source Bank
Indiana
$223K +$594 +8 +0.3%
P
835
Pitcairn
Pennsylvania
$222K -$79.2K -1,067 -27%
BCM
836
Brookstone Capital Management
Illinois
$221K -$30.5K -411 -12%
AEPWM
837
Atlantic Edge Private Wealth Management
Florida
$220K -$3.71K -50 -2%
ICM
838
IMS Capital Management
Oregon
$220K -$37.1K -500 -15%
AWE
839
Avidian Wealth Enterprises
Texas
$220K +$215K +2,898 New
SO
840
Sierra Ocean
California
$218K -$3.71K -50 -2%
IBOK
841
Independence Bank of Kentucky
Kentucky
$218K +$7.42K +100 +4%
HCM
842
Howland Capital Management
Massachusetts
$217K +$211K +2,845 New
FA
843
FC Advisory
Pennsylvania
$217K +$1.93K +26 +0.9%
FCH
844
Freestone Capital Holdings
Washington
$217K +$213K +2,868 New
PSP
845
Pacific Sage Partners
Washington
$217K
RCM
846
RB Capital Management
Nevada
$217K +$148 +2 +0.1%
CT
847
Colonial Trust
South Carolina
$216K -$21.4K -288 -9%
SIA
848
Soltis Investment Advisors
Utah
$216K +$211K +2,845 New
BP
849
Ballentine Partners
Massachusetts
$215K +$211K +2,843 New
Federated Hermes
850
Federated Hermes
Pennsylvania
$215K +$4.01K +54 +2%

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.