SRE icon

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 %
B
851
Bailard
California
$208K +$208K +2,745 New
FYW
852
Future You Wealth
New York
$208K +$208K +2,739 New
Fisher Asset Management
853
Fisher Asset Management
Washington
$207K +$207K +2,734 New
MA
854
Montag & Associates
Georgia
$206K – – –
SCM
855
SOL Capital Management
Maryland
$205K +$205K +2,702 New
BFS
856
BridgePort Financial Solutions
Iowa
$204K +$204K +2,698 New
PI
857
Pachira Investments
California
$204K +$204K +2,692 New
FA
858
Fiduciary Alliance
South Carolina
$202K +$202K +2,672 New
MQWP
859
Morey & Quinn Wealth Partners
Nebraska
$201K -$15.2K -200 -7%
RFS
860
Richardson Financial Services
Massachusetts
$182K +$15.2K +200 +9%
GSWM
861
Golden State Wealth Management
California
$168K +$24.3K +321 +17%
SCM
862
Sterling Capital Management
North Carolina
$165K +$21.9K +289 +15%
BTI
863
Blue Trust Inc
Georgia
$159K +$19.5K +258 +14%
WR
864
WD Rutherford
Oregon
$156K +$156K +2,065 New
HWA
865
Heritage Wealth Advisors
Virginia
$155K – – –
NRG
866
Nemes Rush Group
Michigan
$152K -$5.3K -70 -3%
MSE
867
MUFG Securities EMEA
United Kingdom
$146K +$146K +1,927 New
WTA
868
Washington Trust Advisors
Massachusetts
$140K – – –
HFS
869
Hughes Financial Services
Virginia
$138K – – –
CCA
870
Catalyst Capital Advisors
New York
$137K +$57.6K +760 +72%
SIM
871
Sentry Investment Management
Wisconsin
$135K – – –
CH
872
Cromwell Holdings
Wyoming
$135K -$19.9K -261 -13%
AF
873
Advisornet Financial
Minnesota
$130K +$22.1K +292 +21%
GIA
874
GHP Investment Advisors
Colorado
$127K +$59.4K +784 +88%
TF
875
Tompkins Financial
New York
$125K +$30.3K +400 +32%
33 34
35
36 37