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
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
1101
Burkett Financial Services
South Carolina
$2.14K +$2.14K +30 New
PWA
1102
Physician Wealth Advisors
Utah
$2K +$2K +28 New
CWC
1103
Carolinas Wealth Consulting
North Carolina
$2K -$1.43K -20 -42%
M
1104
MOTCO
Texas
$1.71K -$3.71K -52 -68%
SIC
1105
SJS Investment Consulting
Ohio
$1.71K -$214 -3 -11%
T
1106
Transce3nd
Texas
$1.64K -$7.71K -108 -82%
GJIA
1107
Glass Jacobson Investment Advisors
Maryland
$1.58K
AFG
1108
Albion Financial Group
Utah
$1.21K
FG
1109
Fairman Group
Pennsylvania
$1.15K -$1.15K -13 Closed
VWA
1110
Valued Wealth Advisors
Utah
$1.08K
TCM
1111
TD Capital Management
Tennessee
$1.08K
BHWM
1112
Bay Harbor Wealth Management
Maryland
$1.08K +$1.08K +15 New
WCM
1113
WealthTrak Capital Management
Virginia
$1.07K -$1.43K -20 -57%
PP
1114
PFS Partners
New Jersey
$1.07K
CIA
1115
Cape Investment Advisory
Georgia
$1.07K -$143 -2 -12%
Acadian Asset Management
1116
Acadian Asset Management
Massachusetts
$1K
MSWA
1117
Marshall & Sterling Wealth Advisors
New York
$1K +$1K +14 New
ACA
1118
Atlas Capital Advisors
Wyoming
$999
UFF
1119
USA Financial Formulas
Michigan
$928 -$974K -13,646 -100%
RPA
1120
Redwood Park Advisors
California
$857
HHGA
1121
Halbert Hargrove Global Advisors
California
$785 +$785 +11 New
WTFG
1122
Wood Tarver Financial Group
Idaho
$714
WW
1123
Winnow Wealth
Texas
$697 +$209 +3 +43%
NL
1124
NVWM LLC
Pennsylvania
$500 -$20.4K -286 -98%
PWM
1125
Parkworth Wealth Management
California
$500