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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 %
GFPC
1201
Global Financial Private Client
Florida
– -$8.99K -126 Closed
AAG
1202
Armstrong Advisory Group
Massachusetts
– -$10.2K -116 Closed
DSC
1203
Duncker Streett & Co
Missouri
– -$8.14K -114 Closed
CWM
1204
Compass Wealth Management
Connecticut
– -$6.42K -90 Closed
MIFH
1205
Migdal Insurance & Financial Holdings
Israel
– -$6K -81 Closed
W
1206
WealthCollab
Washington
– -$4.92K -69 Closed
BL
1207
BFSG LLC
California
– -$3.28K -46 Closed
SIM
1208
Synergy Investment Management
Florida
– -$3.14K -44 Closed
CWC
1209
Carolinas Wealth Consulting
North Carolina
– -$2K -28 Closed
GJIA
1210
Glass Jacobson Investment Advisors
Maryland
– -$1.58K -18 Closed
VWA
1211
Valued Wealth Advisors
Utah
– -$1.08K -15 Closed
PP
1212
PFS Partners
New Jersey
– -$1.07K -15 Closed
UFF
1213
USA Financial Formulas
Michigan
– -$928 -13 Closed
HHGA
1214
Halbert Hargrove Global Advisors
California
– -$785 -11 Closed
WTFG
1215
Wood Tarver Financial Group
Idaho
– -$714 -10 Closed
WW
1216
Winnow Wealth
Texas
– -$697 -10 Closed
OW
1217
Olistico Wealth
Oklahoma
– -$428 -6 Closed
BI
1218
Binnacle Investments
Iowa
– -$285 -4 Closed
PCTC
1219
Perkins Coie Trust Company
Washington
– -$142 -2 Closed
MAM
1220
Meeder Asset Management
Ohio
– -$71 -1 Closed
FG
1221
Fairman Group
Pennsylvania
– -$1.15K – –
BFPW
1222
BOK Financial Private Wealth
Colorado
– -$204 – –
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