1,192 hedge funds and large institutions have $51.3B invested in Sempra in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 441 increasing their positions, 367 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+100
Holders Change %
+9.16%
% of All Funds
15.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
200
Increased
441
Reduced
367
Closed
84
Calls
$98M
Puts
$23.2M
Net Calls
+$74.8M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
876
Simon Quick Advisors
New Jersey
$231K +$231K +2,639 New
BAG
877
Bridgewealth Advisory Group
California
$231K +$2.6K +31 +1%
JJBC
878
James J. Burns & Company
New York
$228K
PWAM
879
Pinnacle West Asset Management
Wyoming
$227K +$11K +125 +5%
CC
880
Corton Capital
Ontario, Canada
$227K +$227K +2,586 New
SRC
881
Stone Run Capital
New York
$226K
ACM
882
Advisors Capital Management
New Jersey
$225K +$225K +2,564 New
LF
883
LifeSteps Financial
California
$225K
PFM
884
Phillips Financial Management
Indiana
$225K +$14.5K +165 +7%
WI
885
Wintrust Investments
Illinois
$224K +$175 +2 +0.1%
AL
886
Aspiriant LLC
California
$224K -$9.47K -108 -4%
HFP
887
Holistic Financial Partners
Indiana
$221K +$263 +3 +0.1%
WA
888
WealthTrust Axiom
Pennsylvania
$221K
SIA
889
Soltis Investment Advisors
Utah
$221K +$221K +2,515 New
B
890
Bailard
California
$220K -$4.04K -46 -2%
DA
891
Doliver Advisors
Texas
$220K +$7.19K +82 +3%
EWM
892
Empirical Wealth Management
Washington
$219K
LWM
893
Liberty Wealth Management
California
$218K +$2.37K +27 +1%
FPCP
894
Fort Point Capital Partners
California
$218K +$2.81K +32 +1%
PA
895
PFG Advisors
Arizona
$217K -$4.82K -55 -2%
SC
896
Syon Capital
California
$216K -$230K -2,616 -52%
DA
897
Dash Acquisitions
California
$216K +$1.39K +17 +0.6%
LAM
898
L2 Asset Management
Massachusetts
$215K -$4.83K -55 -2%
HWM
899
Howard Wealth Management
Connecticut
$215K
HWMC
900
Heritage Wealth Management (California)
California
$214K +$214K +2,444 New