We are live on ! Find out more

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
WSWA
851
Warren Street Wealth Advisors
California
$215K +$210K +2,831 New
DFA
852
Davies Financial Advisors
California
$214K +$210K +2,823 New
DA
853
Dash Acquisitions
California
$213K +$199K +2,678 New
GCM
854
Gallacher Capital Management
Colorado
$212K
BBI
855
Baxter Bros Inc
Connecticut
$212K -$40.8K -550 -16%
EE
856
EWG Elevate
California
$212K -$4.31K -58 -2%
NSAM
857
North Star Asset Management
Wisconsin
$212K +$208K +2,797 New
FMTC
858
Farmers & Merchants Trust Company
California
$212K -$131K -1,762 -39%
FWM
859
Fortress Wealth Management
California
$211K +$206K +2,779 New
ACM
860
Advisors Capital Management
New Jersey
$210K +$206K +2,774 New
BAG
861
Bridgewealth Advisory Group
California
$210K +$206K +2,770 New
6F
862
626 Financial
Michigan
$210K +$206K +2,768 New
CAGAS
863
Capital Advisory Group Advisory Services
Minnesota
$210K +$205K +2,767 New
CFB
864
Cullen/Frost Bankers
Texas
$209K +$48.4K +652 +31%
B
865
Bailard
California
$208K +$204K +2,745 New
FYW
866
Future You Wealth
New York
$208K +$203K +2,739 New
Fisher Asset Management
867
Fisher Asset Management
Washington
$207K +$203K +2,734 New
MA
868
Montag & Associates
Georgia
$206K
SCM
869
SOL Capital Management
Maryland
$205K +$201K +2,702 New
BFS
870
BridgePort Financial Solutions
Iowa
$204K +$200K +2,698 New
PI
871
Pachira Investments
California
$204K +$200K +2,692 New
FA
872
Fiduciary Alliance
South Carolina
$202K +$198K +2,672 New
MQWP
873
Morey & Quinn Wealth Partners
Nebraska
$201K -$14.8K -200 -7%
RFS
874
Richardson Financial Services
Massachusetts
$182K +$14.8K +200 +9%
GSWM
875
Golden State Wealth Management
California
$168K +$23.8K +321 +17%

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.