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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 %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$13.1K +$500 +7 +4%
NAAA
1027
New Age Alpha Advisors
New York
$13.1K +$6.35K +89 +94%
CF
1028
Collier Financial
Colorado
$13K +$72 +1 +0.6%
CB
1029
CNB Bank
Pennsylvania
$13K – – –
BDPWM
1030
Barnes Dennig Private Wealth Management
Ohio
$13K +$13K +182 New
AWM
1031
Activest Wealth Management
Florida
$12.6K +$12.6K +177 New
KA
1032
Kozak & Associates
Colorado
$12.6K – – –
GWS
1033
Greykasell Wealth Strategies
California
$12.3K +$12.3K +172 New
WT
1034
Washington Trust
Rhode Island
$12.2K – – –
LI
1035
LRI Investments
Florida
$11.3K -$20.3K -285 -64%
BIA
1036
Bell Investment Advisors
California
$11.2K +$856 +12 +8%
1IA
1037
1620 Investment Advisors
Massachusetts
$11.1K – – –
HFS
1038
Hopwood Financial Services
Virginia
$10.7K -$3.57K -50 -25%
DFA
1039
DHJJ Financial Advisors
Illinois
$10.7K – – –
DF
1040
Dunhill Financial
United Kingdom
$10.3K -$855 -12 -8%
RS
1041
Rakuten Securities
Japan
$10.2K +$9.99K +140 +4,667%
AAG
1042
Armstrong Advisory Group
Massachusetts
$10.2K – – –
CHC
1043
City Holding Co
West Virginia
$10.1K +$10.1K +142 New
WF
1044
Wayfinding Financial
Washington
$10K +$10K +150 New
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$9.99K +$2.85K +40 +40%
CFS
1046
CGC Financial Services
Oregon
$9.85K – – –
DJSG
1047
D.J. St. Germain
Massachusetts
$9.28K -$21.6K -303 -70%
GFPC
1048
Global Financial Private Client
Florida
$8.99K -$357 -5 -4%
NC
1049
NewSquare Capital
Pennsylvania
$8.71K +$6.64K +93 +321%
MEG
1050
Millstone Evans Group
Colorado
$8.56K – – –
40 41
42
43 44