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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
WPA
1076
Wealth Preservation Advisors
Tennessee
$3.94K
GWSA
1077
Global Wealth Strategies & Associates
Colorado
$3.85K +$74 +1 +2%
MDA
1078
Minot DeBlois Advisors
Massachusetts
$3.79K
Kayne Anderson Rudnick Investment Management
1079
Kayne Anderson Rudnick Investment Management
California
$3.71K
LWMI
1080
Legacy Wealth Management (Idaho)
Idaho
$3.56K -$297 -4 -8%
LIS
1081
Legacy Investment Solutions
Idaho
$3.56K +$3.49K +47 New
PWA
1082
Physician Wealth Advisors
Utah
$3.49K +$1.34K +18 +64%
LWA
1083
Lowe Wealth Advisors
Maryland
$3.33K
TWD
1084
True Wealth Design
Ohio
$3.18K +$742 +10 +31%
TCA
1085
Trifecta Capital Advisors
Illinois
$3.18K +$3.12K +42 New
CWM
1086
Crowley Wealth Management
Delaware
$2.73K
FIM
1087
FWL Investment Management
Texas
$2.58K +$2.52K +34 New
ACM
1088
Anfield Capital Management
California
$2.5K +$2.45K +33 New
CWP
1089
Clark Wealth Partners
Illinois
$2.5K +$2.45K +33 New
TC
1090
Truvestments Capital
Florida
$2.45K
BFS
1091
Burkett Financial Services
South Carolina
$2.29K
SWP
1092
Strategic Wealth Partners
Ohio
$2.12K +$2.08K +28 New
BHWM
1093
Bay Harbor Wealth Management
Maryland
$2.06K +$891 +12 +80%
M
1094
MOTCO
Texas
$1.96K
PWA
1095
Principia Wealth Advisory
Texas
$1.89K +$1.34K +18 +257%
HFM
1096
Hartford Financial Management
Connecticut
$1.82K -$6.68K -90 -79%
T
1097
Transce3nd
Texas
$1.74K
SC
1098
Stephens Consulting
Michigan
$1.74K +$1.71K +23 New
TIM
1099
Tortoise Investment Management
New York
$1.74K +$1.71K +23 New
NL
1100
NVWM LLC
Pennsylvania
$1.51K +$965 +13 +186%

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.