Solaris Energy Infrastructure
337 hedge funds and large institutions have $3.11B invested in Solaris Energy Infrastructure in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 33 closing their positions.
209% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 33
47% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 85
41% more capital invested
Capital invested by funds: $2.21B → $3.11B (+$897M)
23% more funds holding
Funds holding: 274 → 337 (+63)
16% more call options, than puts
Call options by funds: $136M | Put options by funds: $118M
14.52% more ownership
Funds ownership: 123.97% → 138.49% (+15%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.7M |
| 2 |
Millennium Management
New York
|
+$50.4M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$49.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$47.3M |
| 5 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$50.9M |
| 2 |
BCM
Brightline Capital Management
Miami,
Florida
|
-$36.4M |
| 3 |
SCM
SIR Capital Management
New York
|
-$29M |
| 4 |
BlackRock
New York
|
-$26.1M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$22.8M |
SEI Hedge Fund Activity: Q4 2025 in Review
337 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q4 2025, worth a combined $3.11B — up 41% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SEI positions and 33 closed out — a net gain of 69 holders — while 125 added to existing stakes and 85 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $67.7M. The largest seller was Point72 Asset Management, cutting an estimated $50.9M.
- 337 institutional investors held Solaris Energy Infrastructure (SEI) as of Q4 2025, up from 274 in Q3 2025.
- Funds reported $3.11B of Solaris Energy Infrastructure stock for Q4 2025, up 41% quarter-over-quarter.
- 102 funds opened new Solaris Energy Infrastructure positions in Q4 2025 and 33 closed out, a net change of +69 holders.
- The largest Solaris Energy Infrastructure buyer in Q4 2025 was Principal Financial Group, an estimated $67.7M added.
- The largest Solaris Energy Infrastructure seller in Q4 2025 was Point72 Asset Management, an estimated $50.9M sold.
Based on aggregated 13F filings for Q4 2025.