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Sempra
SRE

Overview Fund Activity

1,101 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, 462 increasing their positions, 349 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
-31
Holders Change %
-2.74%
% of All Funds
14.77%
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
462
Reduced
349
Closed
117
Calls
$313M
Puts
$151M
Net Calls
+$162M
Net Calls Change
-$12.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$452M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.98B
3
BlackRock
BlackRock
New York
$4.84B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
5
Marshall Wace
Marshall Wace
United Kingdom
$224M

Top Sellers

1
PC
PointState Capital
New York
$5.77M
2
Capital International Investors
Capital International Investors
California
$3.75B
3
EIP
Energy Income Partners
Connecticut
$61.9M
4
DZ Bank
DZ Bank
Germany
$2.06M
5
Fidelity International
Fidelity International
Bermuda
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1026
NBT Bank
New York
$7.58K – – –
RAM
1027
Riggs Asset Management
Pennsylvania
$7.58K – – –
MIM
1028
MTM Investment Management
South Carolina
$7.58K +$7.58K +100 New
FFO
1029
Fortitude Family Office
Arizona
$7.5K +$152 +2 +2%
AAS
1030
Ameritas Advisory Services
Nebraska
$7.43K -$442K -5,839 -98%
IHWM
1031
Iron Horse Wealth Management
Iowa
$7.2K – – –
HWM
1032
HighMark Wealth Management
Minnesota
$7.12K +$682 +9 +11%
MSWA
1033
Marshall & Sterling Wealth Advisors
New York
$7.12K +$6.06K +80 +571%
AW
1034
Avion Wealth
Texas
$7K +$762 +11 +12%
TH
1035
TCTC Holdings
Texas
$6.97K – – –
GEA
1036
Glen Eagle Advisors
New Jersey
$6.91K – – –
JFA
1037
JNBA Financial Advisors
Minnesota
$5.91K – – –
OPTFSNA
1038
Old Point Trust & Financial Services N A
Virginia
$5.76K – – –
SIS
1039
Strategic Investment Solutions
Illinois
$5.68K – – –
KG
1040
Kilter Group
New York
$5.53K +$5.53K +73 New
CFD
1041
Creative Financial Designs
Indiana
$5.46K – – –
IWM
1042
IMG Wealth Management
Florida
$5.3K +$5.3K +70 New
AWM
1043
Abound Wealth Management
Tennessee
$5.25K +$608 +8 +13%
AP
1044
Aspect Partners
Virginia
$5.15K – – –
ECM
1045
Estabrook Capital Management
New York
$4.85K – – –
S
1046
Sachetta
Massachusetts
$4.77K +$1.97K +26 +70%
CSC
1047
Caldwell Sutter Capital
California
$4.47K -$1.89K -25 -30%
RF
1048
Roxbury Financial
New Jersey
$4.23K +$1.06K +14 +33%
AA
1049
Addison Advisors
Vermont
$4.17K -$4.24K -56 -50%
TFM
1050
TFC Financial Management
Massachusetts
$4.17K +$227 +3 +6%
40 41
42
43 44