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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 %
NWAG
1226
Net Worth Advisory Group
Utah
– -$237K -2,706 Closed
LA
1227
LVW Advisors
New York
– -$236K -2,692 Closed
PI
1228
Pachira Investments
California
– -$235K -2,690 Closed
FIB
1229
First Interstate Bank
Montana
– -$235K -2,678 Closed
RCAG
1230
Rehmann Capital Advisory Group
Michigan
– -$235K -2,677 Closed
YLHM
1231
Yelin Lapidot Holdings Management
Israel
– -$234K -2,671 Closed
MWM
1232
Mission Wealth Management
California
– -$233K -2,660 Closed
NSAM
1233
North Star Asset Management
Wisconsin
– -$233K -2,653 Closed
SQA
1234
Simon Quick Advisors
New Jersey
– -$231K -2,639 Closed
LFA
1235
Legacy Financial Advisors
Kentucky
– -$232K -2,639 Closed
DA
1236
Dash Acquisitions
California
– -$216K -2,637 Closed
JJBC
1237
James J. Burns & Company
New York
– -$228K -2,596 Closed
CC
1238
Corton Capital
Ontario, Canada
– -$227K -2,586 Closed
PWAM
1239
Pinnacle West Asset Management
Wyoming
– -$227K -2,585 Closed
SRC
1240
Stone Run Capital
New York
– -$226K -2,578 Closed
LF
1241
LifeSteps Financial
California
– -$225K -2,564 Closed
ACM
1242
Advisors Capital Management
New Jersey
– -$225K -2,564 Closed
PFM
1243
Phillips Financial Management
Indiana
– -$225K -2,560 Closed
AL
1244
Aspiriant LLC
California
– -$224K -2,548 Closed
HFP
1245
Holistic Financial Partners
Indiana
– -$221K -2,524 Closed
WA
1246
WealthTrust Axiom
Pennsylvania
– -$221K -2,518 Closed
SIA
1247
Soltis Investment Advisors
Utah
– -$221K -2,515 Closed
B
1248
Bailard
California
– -$220K -2,508 Closed
DA
1249
Doliver Advisors
Texas
– -$220K -2,505 Closed
LWM
1250
Liberty Wealth Management
California
– -$218K -2,481 Closed
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