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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
BFP
926
Briaud Financial Planning
Texas
$74K
MA
927
MCF Advisors
Kentucky
$71.6K
CCMI
928
Creative Capital Management Investments
California
$70.3K
DMBA
929
Deseret Mutual Benefit Administrators
Utah
$68.3K
OP
930
ORG Partners
Indiana
$68.1K +$1.26K +17 +2%
SS
931
SBI Securities
Japan
$67.4K +$1.86K +25 +3%
OCM
932
Orion Capital Management
California
$66.1K
PPC
933
Park Place Capital
Alabama
$65.2K -$11.4K -154 -15%
CAL
934
Capital Analysts LLC
Pennsylvania
$65K -$13.1K -176 -17%
WB
935
Webster Bank
Connecticut
$63.7K -$1.56K -21 -2%
PCFFS
936
Pacific Center for Financial Services
California
$63K -$29.4K -396 -32%
MCM
937
MV Capital Management
Maryland
$60.8K +$1.04K +14 +2%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.6K -$891 -12 -1%
MWA
939
Medallion Wealth Advisors
Connecticut
$60.4K +$371 +5 +0.6%
VCM
940
Versant Capital Management
Arizona
$59K +$14.4K +194 +33%
CSP
941
Cary Street Partners
Virginia
$58.4K +$25.2K +339 +78%
UBP
942
Union Bancaire Privee
Switzerland
$57.3K -$941K -12,670 -94%
GM
943
GeoWealth Management
Illinois
$56.9K -$4.16K -56 -7%
MSWM
944
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K
ST
945
Smithfield Trust
Pennsylvania
$53K
TFIPS
946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.5K
TFA
947
Toth Financial Advisory
Virginia
$51.3K +$445 +6 +0.9%
BC
948
Barrett & Company
Rhode Island
$50.6K +$49.6K +668 New
SWM
949
Spire Wealth Management
Virginia
$50K -$27.3K -367 -36%
TCOV
950
Trust Company of Vermont
Vermont
$49.4K -$3.86K -52 -7%

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.