SRE icon

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 %
FPCP
1251
Fort Point Capital Partners
California
– -$218K -2,480 Closed
SC
1252
Syon Capital
California
– -$216K -2,458 Closed
LAM
1253
L2 Asset Management
Massachusetts
– -$215K -2,454 Closed
HWM
1254
Howard Wealth Management
Connecticut
– -$215K -2,450 Closed
HWMC
1255
Heritage Wealth Management (California)
California
– -$214K -2,444 Closed
FWM
1256
Fingerlakes Wealth Management
New York
– -$214K -2,439 Closed
LAM
1257
Longboard Asset Management
Arizona
– -$213K -2,427 Closed
PA
1258
Pinnacle Associates
New York
– -$213K -2,426 Closed
PI
1259
PFG Investments
New York
– -$213K -2,426 Closed
AWA
1260
Arbor Wealth Advisors
Michigan
– -$211K -2,408 Closed
AC
1261
Apella Capital
Connecticut
– -$211K -2,400 Closed
BFG
1262
Bouchey Financial Group
New York
– -$211K -2,394 Closed
LWM
1263
Lodestone Wealth Management
Washington
– -$209K -2,384 Closed
VCM
1264
Vision Capital Management
Oregon
– -$208K -2,374 Closed
TWA
1265
TCI Wealth Advisors
Arizona
– -$207K -2,363 Closed
DFCM
1266
Dark Forest Capital Management
Puerto Rico
– -$207K -2,361 Closed
PTP
1267
Platform Technology Partners
New York
– -$207K -2,357 Closed
DFS
1268
Dixon Fnancial Services
California
– -$205K -2,332 Closed
BBWA
1269
Bell & Brown Wealth Advisors
California
– -$204K -2,325 Closed
BOC
1270
Bull Oak Capital
California
– -$204K -2,323 Closed
FNBSF
1271
First National Bank Sioux Falls
South Dakota
– -$204K -2,320 Closed
LA
1272
Legacy Advisors
Pennsylvania
– -$205K -2,318 Closed
IPW
1273
Impact Partnership Wealth
Georgia
– -$202K -2,300 Closed
CCM
1274
Check Capital Management
California
– -$202K -2,299 Closed
TWP
1275
Triad Wealth Partners
Kansas
– -$201K -2,295 Closed
49 50
51
52 53