SRE icon

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 %
WCM
1051
WealthTrak Capital Management
Virginia
$4.17K +$3.03K +40 +267%
CWP
1052
Concord Wealth Partners
Virginia
$4.17K – – –
FPF
1053
First Pacific Financial
Washington
$4.09K -$11.6K -153 -74%
PCM
1054
Penserra Capital Management
California
$4K – – –
DF
1055
Dunhill Financial
United Kingdom
$3.95K -$7.06K -93 -64%
WPA
1056
Wealth Preservation Advisors
Tennessee
$3.94K – – –
OSNBOA
1057
Old Second National Bank of Aurora
Illinois
$3.94K – – –
GWSA
1058
Global Wealth Strategies & Associates
Colorado
$3.85K +$76 +1 +2%
MDA
1059
Minot DeBlois Advisors
Massachusetts
$3.79K – – –
Kayne Anderson Rudnick Investment Management
1060
Kayne Anderson Rudnick Investment Management
California
$3.71K – – –
LWMI
1061
Legacy Wealth Management (Idaho)
Idaho
$3.56K -$303 -4 -8%
LIS
1062
Legacy Investment Solutions
Idaho
$3.56K +$3.56K +47 New
PWA
1063
Physician Wealth Advisors
Utah
$3.49K +$1.36K +18 +64%
LWA
1064
Lowe Wealth Advisors
Maryland
$3.33K – – –
TWD
1065
True Wealth Design
Ohio
$3.18K +$758 +10 +31%
TCA
1066
Trifecta Capital Advisors
Illinois
$3.18K +$3.18K +42 New
CWM
1067
Crowley Wealth Management
Delaware
$2.73K – – –
FIM
1068
FWL Investment Management
Texas
$2.58K +$2.58K +34 New
ACM
1069
Anfield Capital Management
California
$2.5K +$2.5K +33 New
TC
1070
Truvestments Capital
Florida
$2.45K – – –
BFS
1071
Burkett Financial Services
South Carolina
$2.29K – – –
SWP
1072
Strategic Wealth Partners
Ohio
$2.12K +$2.12K +28 New
BHWM
1073
Bay Harbor Wealth Management
Maryland
$2.06K +$917 +12 +80%
M
1074
MOTCO
Texas
$1.96K – – –
PWA
1075
Principia Wealth Advisory
Texas
$1.89K +$1.36K +18 +257%
41 42
43
44 45