We are live on ! Find out more

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
GWS
1026
Greykasell Wealth Strategies
California
$13K
1IA
1027
1620 Investment Advisors
Massachusetts
$11.8K
HNB
1028
Hilltop National Bank
Wyoming
$11.6K +$11.4K +153 New
DFA
1029
DHJJ Financial Advisors
Illinois
$11.4K
SC
1030
SouthState Corp
Florida
$11.1K +$4.9K +66 +81%
BLC
1031
Brown, Lisle/Cummings
Rhode Island
$10.6K
CFS
1032
CGC Financial Services
Oregon
$10.5K
HHMI
1033
Howard Hughes Medical Institute
Maryland
$10.3K +$10.1K +136 New
HWP
1034
Highline Wealth Partners
California
$10.1K +$5.27K +71 +115%
EP
1035
Essential Partners
California
$9.62K +$9.43K +127 New
MEG
1036
Millstone Evans Group
Colorado
$9.09K
NC
1037
North Capital
Utah
$8.94K
APW
1038
Aventura Private Wealth
Florida
$8.71K
MWM
1039
Mascoma Wealth Management
New Hampshire
$8.64K
WBC
1040
West Branch Capital
Massachusetts
$8.34K
HCM
1041
Hollencrest Capital Management
California
$8.18K
DPW
1042
DiNuzzo Private Wealth
Pennsylvania
$7.8K +$148 +2 +2%
NB
1043
NBT Bank
New York
$7.58K
RAM
1044
Riggs Asset Management
Pennsylvania
$7.58K
TLA
1045
Tanglewood Legacy Advisors
Texas
$7.58K
MIM
1046
MTM Investment Management
South Carolina
$7.58K +$7.42K +100 New
FFO
1047
Fortitude Family Office
Arizona
$7.5K +$148 +2 +2%
AAS
1048
Ameritas Advisory Services
Nebraska
$7.42K -$434K -5,839 -98%
IHWM
1049
Iron Horse Wealth Management
Iowa
$7.2K
HWM
1050
HighMark Wealth Management
Minnesota
$7.12K +$668 +9 +11%

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.