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Sempra
SRE

Overview Fund Activity

1,132 hedge funds and large institutions have $40.1B invested in Sempra in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 415 increasing their positions, 415 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-60
Holders Change %
-5.03%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
135
Increased
415
Reduced
415
Closed
169
Calls
$325M
Puts
$149M
Net Calls
+$175M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$734M
2
PC
PointState Capital
New York
+$154M
3
Capital International Investors
Capital International Investors
California
+$106M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$592M
2
Deutsche Bank
Deutsche Bank
Germany
-$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$376M
4
Morgan Stanley
Morgan Stanley
New York
-$304M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1076
Creative Financial Designs
Indiana
$5.14K -$48.1K -674 -90%
W
1077
WealthCollab
Washington
$4.92K +$4.92K +69 New
AP
1078
Aspect Partners
Virginia
$4.85K -$428 -6 -8%
ECM
1079
Estabrook Capital Management
New York
$4.57K – – –
HWP
1080
Highline Wealth Partners
California
$4.46K -$2.23K -31 -33%
AWM
1081
Abound Wealth Management
Tennessee
$4.37K -$5.16K -72 -54%
CWP
1082
Concord Wealth Partners
Virginia
$3.93K -$13.3K -186 -77%
Q1WB
1083
Quest 10 Wealth Builders
Virginia
$3.84K +$426 +6 +13%
OSNBOA
1084
Old Second National Bank of Aurora
Illinois
$3.71K – – –
TFM
1085
TFC Financial Management
Massachusetts
$3.71K – – –
WPA
1086
Wealth Preservation Advisors
Tennessee
$3.71K +$3.71K +52 New
LWMI
1087
Legacy Wealth Management (Idaho)
Idaho
$3.64K – – –
GWSA
1088
Global Wealth Strategies & Associates
Colorado
$3.6K – – –
MDA
1089
Minot DeBlois Advisors
Massachusetts
$3.57K -$3.57K -50 -50%
Kayne Anderson Rudnick Investment Management
1090
Kayne Anderson Rudnick Investment Management
California
$3.5K – – –
BL
1091
BFSG LLC
California
$3.28K +$3.28K +46 New
SIM
1092
Synergy Investment Management
Florida
$3.14K -$20.2K -283 -87%
LWA
1093
Lowe Wealth Advisors
Maryland
$3.14K – – –
PCM
1094
Penserra Capital Management
California
$3K -$89.2K -1,605 -97%
CAWM
1095
Capital A Wealth Management
Pennsylvania
$3K -$214 -3 -7%
RF
1096
Roxbury Financial
New Jersey
$2.99K +$71 +1 +2%
S
1097
Sachetta
Massachusetts
$2.65K -$5.15K -72 -66%
CWM
1098
Crowley Wealth Management
Delaware
$2.57K – – –
TWD
1099
True Wealth Design
Ohio
$2.29K – – –
TC
1100
Truvestments Capital
Florida
$2.28K – – –
42 43
44
45 46