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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 %
TFM
1051
TFC Financial Management
Massachusetts
$4.17K +$227 +3 +6%
WCM
1052
WealthTrak Capital Management
Virginia
$4.17K +$3.03K +40 +267%
CWP
1053
Concord Wealth Partners
Virginia
$4.17K – – –
FPF
1054
First Pacific Financial
Washington
$4.09K -$11.6K -153 -74%
PCM
1055
Penserra Capital Management
California
$4K – – –
DF
1056
Dunhill Financial
United Kingdom
$3.95K -$7.06K -93 -64%
WPA
1057
Wealth Preservation Advisors
Tennessee
$3.94K – – –
OSNBOA
1058
Old Second National Bank of Aurora
Illinois
$3.94K – – –
GWSA
1059
Global Wealth Strategies & Associates
Colorado
$3.85K +$76 +1 +2%
MDA
1060
Minot DeBlois Advisors
Massachusetts
$3.79K – – –
Kayne Anderson Rudnick Investment Management
1061
Kayne Anderson Rudnick Investment Management
California
$3.71K – – –
LWMI
1062
Legacy Wealth Management (Idaho)
Idaho
$3.56K -$303 -4 -8%
LIS
1063
Legacy Investment Solutions
Idaho
$3.56K +$3.56K +47 New
PWA
1064
Physician Wealth Advisors
Utah
$3.49K +$1.36K +18 +64%
LWA
1065
Lowe Wealth Advisors
Maryland
$3.33K – – –
TWD
1066
True Wealth Design
Ohio
$3.18K +$758 +10 +31%
TCA
1067
Trifecta Capital Advisors
Illinois
$3.18K +$3.18K +42 New
CWM
1068
Crowley Wealth Management
Delaware
$2.73K – – –
FIM
1069
FWL Investment Management
Texas
$2.58K +$2.58K +34 New
ACM
1070
Anfield Capital Management
California
$2.5K +$2.5K +33 New
TC
1071
Truvestments Capital
Florida
$2.45K – – –
BFS
1072
Burkett Financial Services
South Carolina
$2.29K – – –
SWP
1073
Strategic Wealth Partners
Ohio
$2.12K +$2.12K +28 New
BHWM
1074
Bay Harbor Wealth Management
Maryland
$2.06K +$917 +12 +80%
M
1075
MOTCO
Texas
$1.96K – – –
41 42
43
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