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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
14.78%
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 %
UBP
926
Union Bancaire Privee
Switzerland
$57.3K -$955K -12,670 -94%
GM
927
GeoWealth Management
Illinois
$56.9K -$4.24K -56 -7%
MSWM
928
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K – – –
ST
929
Smithfield Trust
Pennsylvania
$53K – – –
TFIPS
930
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.5K – – –
TFA
931
Toth Financial Advisory
Virginia
$51.3K +$455 +6 +0.9%
BC
932
Barrett & Company
Rhode Island
$50.6K +$50.6K +668 New
SWM
933
Spire Wealth Management
Virginia
$50K -$27.8K -367 -36%
TCOV
934
Trust Company of Vermont
Vermont
$49.4K -$3.94K -52 -7%
MCM
935
Manchester Capital Management
Vermont
$48.6K +$9.55K +126 +24%
BGAI
936
Bruce G. Allen Investments
Colorado
$48.6K -$8.03K -106 -14%
CMP
937
Coston McIsaac & Partners
Maine
$48K +$225 +3 +0.5%
MYIA
938
Mount Yale Investment Advisors
Colorado
$46.4K +$46.4K +613 New
ADL
939
Asset Dedication LLC
California
$45.9K – – –
BTD
940
BankPlus Trust Department
Mississippi
$45.5K – – –
HCM
941
Horrell Capital Management
Arkansas
$45.5K – – –
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$42.1K – – –
FCG
943
Financial Connections Group
California
$41K +$6.86K +92 +20%
OWA
944
Opal Wealth Advisors
New York
$39.1K -$1.06K -14 -3%
RDFA
945
Ritter Daniher Financial Advisory
Ohio
$37.9K – – –
VWA
946
VSM Wealth Advisory
Maryland
$37.7K – – –
BONH
947
Bank of New Hampshire
New Hampshire
$36.4K – – –
HWM
948
Hemington Wealth Management
Virginia
$35K -$9.75K -132 -22%
C
949
Covestor
United Kingdom
$35K -$1.43K -19 -4%
BWL
950
Bogart Wealth LLC
Virginia
$33.6K +$14.3K +189 +74%
36 37
38
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