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SEI

Solaris Energy Infrastructure
SEI

201 hedge funds and large institutions have $891M invested in Solaris Energy Infrastructure in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 41

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

72% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $28.7M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12.89% more ownership

Funds ownership: 94.81% → 107.69% (+13%)

12% more funds holding

Funds holding: 179 → 201 (+22)

12% less capital invested

Capital invested by funds: $1.01B → $891M (-$118M)

Holders
201
Holders Change
+22
Holders Change %
+12.29%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
55
Increased
90
Reduced
41
Closed
30
Calls
$49.4M
Puts
$28.7M
Net Calls
+$20.7M
Net Calls Change
+$6.92M

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$41.3M
2
ECA
Encompass Capital Advisors
New York
+$37.1M
3
BlackRock
BlackRock
New York
+$24.3M
4
Millennium Management
Millennium Management
New York
+$23.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$58.5M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$27.3M
3
American Century Companies
American Century Companies
Missouri
-$14.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.97M
5
Invesco
Invesco
Georgia
-$9.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$7.73M +$1.19M +42,810 +14%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.44M +$57.4K +2,071 +0.6%
Two Sigma Investments
28
Two Sigma Investments
New York
$7.24M +$3.34M +120,454 +57%
GGHC
29
Gilder Gagnon Howe & Co
New York
$6.46M +$8.23M +296,799 New
BAM
30
Ballast Asset Management
Texas
$6.42M +$121K +4,374 +2%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$6.28M +$8.01M +288,796 New
CCM
32
Channing Capital Management
Illinois
$6.2M +$7.9M +284,910 New
ACA
33
AYAL Capital Advisors
Ontario, Canada
$6.19M -$1.13M -40,800 -13%
CP
34
CenterBook Partners
Connecticut
$6.06M +$3.05M +109,938 +65%
KPF
35
K2 Principal Fund
Ontario, Canada
$5.9M -$1.03M -37,196 -12%
BCM
36
Bridgeway Capital Management
Texas
$5.81M +$110K +3,950 +2%
JF
37
Jump Financial
Illinois
$5.8M +$7.39M +266,711 New
SIMG
38
Stephens Investment Management Group
Texas
$5.78M +$1.34M +48,243 +22%
KCM
39
Kennedy Capital Management
Missouri
$5.76M +$1.25M +45,219 +21%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$5.14M +$112K +4,036 +2%
MIM
41
Meros Investment Management
Texas
$5.09M -$3.55M -127,888 -35%
Raymond James Financial
42
Raymond James Financial
Florida
$4.8M +$4.38M +158,160 +254%
UBS Group
43
UBS Group
Switzerland
$4.76M +$355K +12,815 +6%
JGC
44
J. Goldman & Co
New York
$4.75M +$6.05M +218,221 New
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$4.75M +$379K +13,654 +7%
UIC
46
Uniplan Investment Counsel
Wisconsin
$4.65M -$1.44M -52,072 -20%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$4.62M +$602K +21,700 +11%
CAM
48
Congress Asset Management
Massachusetts
$4.38M -$369K -13,308 -6%
EF
49
Empowered Funds
Pennsylvania
$4.32M +$110K +3,950 +2%
GCM
50
GeoSphere Capital Management
Florida
$4.15M +$5.29M +190,937 New
1
2
3 4 5

SEI Hedge Fund Activity: Q1 2025 in Review

201 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q1 2025, worth a combined $891M — down 12% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEI positions and 30 closed out — a net gain of 25 holders — while 90 added to existing stakes and 41 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $41.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $58.5M.

  • 201 institutional investors held Solaris Energy Infrastructure (SEI) as of Q1 2025, up from 179 in Q4 2024.
  • Funds reported $891M of Solaris Energy Infrastructure stock for Q1 2025, down 12% quarter-over-quarter.
  • 55 funds opened new Solaris Energy Infrastructure positions in Q1 2025 and 30 closed out, a net change of +25 holders.
  • The largest Solaris Energy Infrastructure buyer in Q1 2025 was Driehaus Capital Management, an estimated $41.3M added.
  • The largest Solaris Energy Infrastructure seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $58.5M sold.

Based on aggregated 13F filings for Q1 2025.