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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
14.77%
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
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 %
TLA
1026
Tanglewood Legacy Advisors
Texas
$7.58K – – –
NB
1027
NBT Bank
New York
$7.58K – – –
RAM
1028
Riggs Asset Management
Pennsylvania
$7.58K – – –
MIM
1029
MTM Investment Management
South Carolina
$7.58K +$7.58K +100 New
FFO
1030
Fortitude Family Office
Arizona
$7.5K +$152 +2 +2%
AAS
1031
Ameritas Advisory Services
Nebraska
$7.43K -$442K -5,839 -98%
IHWM
1032
Iron Horse Wealth Management
Iowa
$7.2K – – –
HWM
1033
HighMark Wealth Management
Minnesota
$7.12K +$682 +9 +11%
MSWA
1034
Marshall & Sterling Wealth Advisors
New York
$7.12K +$6.06K +80 +571%
AW
1035
Avion Wealth
Texas
$7K +$762 +11 +12%
TH
1036
TCTC Holdings
Texas
$6.97K – – –
GEA
1037
Glen Eagle Advisors
New Jersey
$6.91K – – –
JFA
1038
JNBA Financial Advisors
Minnesota
$5.91K – – –
OPTFSNA
1039
Old Point Trust & Financial Services N A
Virginia
$5.76K – – –
SIS
1040
Strategic Investment Solutions
Illinois
$5.68K – – –
KG
1041
Kilter Group
New York
$5.53K +$5.53K +73 New
CFD
1042
Creative Financial Designs
Indiana
$5.46K – – –
IWM
1043
IMG Wealth Management
Florida
$5.3K +$5.3K +70 New
AWM
1044
Abound Wealth Management
Tennessee
$5.25K +$608 +8 +13%
AP
1045
Aspect Partners
Virginia
$5.15K – – –
ECM
1046
Estabrook Capital Management
New York
$4.85K – – –
S
1047
Sachetta
Massachusetts
$4.77K +$1.97K +26 +70%
CSC
1048
Caldwell Sutter Capital
California
$4.47K -$1.89K -25 -30%
RF
1049
Roxbury Financial
New Jersey
$4.23K +$1.06K +14 +33%
AA
1050
Addison Advisors
Vermont
$4.17K -$4.24K -56 -50%
40 41
42
43 44