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Sempra
SRE

Overview Fund Activity

1,132 hedge funds and large institutions have $40.1B invested in Sempra in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 415 increasing their positions, 415 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-60
Holders Change %
-5.03%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
135
Increased
415
Reduced
415
Closed
169
Calls
$325M
Puts
$149M
Net Calls
+$175M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$734M
2
PC
PointState Capital
New York
+$154M
3
Capital International Investors
Capital International Investors
California
+$106M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$592M
2
Deutsche Bank
Deutsche Bank
Germany
-$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$376M
4
Morgan Stanley
Morgan Stanley
New York
-$304M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIAM
951
OFI Invest Asset Management
France
$53.6K +$20K +302 +59%
BGAI
952
Bruce G. Allen Investments
Colorado
$53.3K -$3.07K -43 -5%
MSWM
953
Mowery & Schoenfeld Wealth Management
Illinois
$50.3K -$21.6K -303 -30%
TCOV
954
Trust Company of Vermont
Vermont
$50.2K +$3.71K +52 +8%
ST
955
Smithfield Trust
Pennsylvania
$50K -$10.2K -142 -17%
TFIPS
956
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.5K – – –
TFA
957
Toth Financial Advisory
Virginia
$47.9K +$357 +5 +0.8%
CA
958
CoreCap Advisors
Michigan
$46.2K +$24.2K +339 +110%
CMP
959
Coston McIsaac & Partners
Maine
$45K +$141 +2 +0.3%
ADL
960
Asset Dedication LLC
California
$43.2K – – –
HWM
961
Hemington Wealth Management
Virginia
$43K -$426 -6 -1%
BTD
962
BankPlus Trust Department
Mississippi
$42.8K – – –
HCM
963
Horrell Capital Management
Arkansas
$42.8K – – –
VCM
964
Versant Capital Management
Arizona
$41.7K -$30K -421 -42%
EB
965
Eastern Bank
Massachusetts
$41.4K +$17.6K +246 +74%
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$39.7K – – –
OWA
967
Opal Wealth Advisors
New York
$37.8K +$37.8K +530 New
MCM
968
Manchester Capital Management
Vermont
$36.8K -$8.92K -125 -20%
RDFA
969
Ritter Daniher Financial Advisory
Ohio
$35.7K – – –
VWA
970
VSM Wealth Advisory
Maryland
$35.5K – – –
C
971
Covestor
United Kingdom
$35K +$1.66K +23 +5%
BONH
972
Bank of New Hampshire
New Hampshire
$34.3K – – –
FCG
973
Financial Connections Group
California
$32K – – –
RA
974
Rise Advisors
New York
$31.4K +$6.85K +96 +28%
CSP
975
Cary Street Partners
Virginia
$30.8K -$14.9K -209 -33%
37 38
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