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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
MSWA
1051
Marshall & Sterling Wealth Advisors
New York
$7.12K +$5.94K +80 +571%
AW
1052
Avion Wealth
Texas
$7K +$817 +11 +12%
TH
1053
TCTC Holdings
Texas
$6.97K
GEA
1054
Glen Eagle Advisors
New Jersey
$6.91K
JFA
1055
JNBA Financial Advisors
Minnesota
$5.91K
OPTFSNA
1056
Old Point Trust & Financial Services N A
Virginia
$5.76K
SIS
1057
Strategic Investment Solutions
Illinois
$5.68K
Q1WB
1058
Quest 10 Wealth Builders
Virginia
$5.59K +$1.49K +20 +37%
KG
1059
Kilter Group
New York
$5.53K +$5.42K +73 New
CFD
1060
Creative Financial Designs
Indiana
$5.46K
IWM
1061
IMG Wealth Management
Florida
$5.3K +$5.2K +70 New
AWM
1062
Abound Wealth Management
Tennessee
$5.25K +$594 +8 +13%
AP
1063
Aspect Partners
Virginia
$5.15K
ECM
1064
Estabrook Capital Management
New York
$4.85K
S
1065
Sachetta
Massachusetts
$4.77K +$1.93K +26 +70%
CSC
1066
Caldwell Sutter Capital
California
$4.47K -$1.86K -25 -30%
RF
1067
Roxbury Financial
New Jersey
$4.23K +$1.04K +14 +33%
AA
1068
Addison Advisors
Vermont
$4.17K -$4.16K -56 -50%
TFM
1069
TFC Financial Management
Massachusetts
$4.17K +$223 +3 +6%
WCM
1070
WealthTrak Capital Management
Virginia
$4.17K +$2.97K +40 +267%
CWP
1071
Concord Wealth Partners
Virginia
$4.17K
FPF
1072
First Pacific Financial
Washington
$4.09K -$11.4K -153 -74%
PCM
1073
Penserra Capital Management
California
$4K
DF
1074
Dunhill Financial
United Kingdom
$3.95K -$6.91K -93 -64%
OSNBOA
1075
Old Second National Bank of Aurora
Illinois
$3.94K

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.