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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 %
SIA
1201
Schechter Investment Advisors
Michigan
– -$290K -3,302 Closed
TA
1202
TFB Advisors
Kansas
– -$288K -3,285 Closed
LWM
1203
Lakeridge Wealth Management
Ohio
– -$288K -3,280 Closed
SW
1204
SVB Wealth
Massachusetts
– -$286K -3,256 Closed
MWM
1205
Maridea Wealth Management
New York
– -$282K -3,218 Closed
BAM
1206
Blueshift Asset Management
New Jersey
– -$280K -3,192 Closed
GCM
1207
Glaxis Capital Management
Florida
– -$263K -3,000 Closed
SCM
1208
Stordahl Capital Management
Colorado
– -$257K -2,935 Closed
EFS
1209
Essex Financial Services
Connecticut
– -$253K -2,883 Closed
RSWM
1210
Robertson Stephens Wealth Management
California
– -$252K -2,854 Closed
GWM
1211
Greenwich Wealth Management
Connecticut
– -$249K -2,839 Closed
PWM
1212
Prosperity Wealth Management
California
– -$249K -2,838 Closed
Luther King Capital Management (LKCM)
1213
Luther King Capital Management (LKCM)
Texas
– -$245K -2,798 Closed
DFA
1214
Davies Financial Advisors
California
– -$244K -2,782 Closed
HCM
1215
Howland Capital Management
Massachusetts
– -$245K -2,772 Closed
NCTC
1216
New Covenant Trust Company
Indiana
– -$242K -2,772 Closed
CAGAS
1217
Capital Advisory Group Advisory Services
Minnesota
– -$243K -2,767 Closed
FYW
1218
Future You Wealth
New York
– -$242K -2,764 Closed
FWM
1219
Fortress Wealth Management
California
– -$242K -2,763 Closed
BAG
1220
Bridgewealth Advisory Group
California
– -$231K -2,752 Closed
Fayez Sarofim & Co
1221
Fayez Sarofim & Co
Texas
– -$241K -2,750 Closed
AC
1222
ASB Consultores
Florida
– -$240K -2,735 Closed
CGL
1223
Clarius Group LLC
Washington
– -$239K -2,730 Closed
PCH
1224
PGIM Custom Harvest
New Jersey
– -$239K -2,726 Closed
6F
1225
626 Financial
Michigan
– -$239K -2,722 Closed
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