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SEI

Solaris Energy Infrastructure
SEI

213 hedge funds and large institutions have $1.35B invested in Solaris Energy Infrastructure in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 47 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 47

52% more capital invested

Capital invested by funds: $891M → $1.35B (+$462M)

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

10.62% more ownership

Funds ownership: 107.69% → 118.32% (+11%)

6% more funds holding

Funds holding: 201 → 213 (+12)

82% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $60.6M

Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
54
Increased
92
Reduced
47
Closed
37
Calls
$10.8M
Puts
$60.6M
Net Calls
-$49.8M
Net Calls Change
-$70.5M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.8M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$23.4M
3
Morgan Stanley
Morgan Stanley
New York
+$23.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
5
GIM
Goodlander Investment Management
Texas
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
2
Millennium Management
Millennium Management
New York
-$11.1M
3
BlackRock
BlackRock
New York
-$10M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.28M
5
KPF
K2 Principal Fund
Ontario, Canada
-$5.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
26
Jump Financial
Illinois
$12.7M +$4.27M +181,320 +68%
Tudor Investment Corp
27
Tudor Investment Corp
Connecticut
$11.2M +$8.75M +371,402 +1,486%
SAM
28
Scopus Asset Management
New York
$10.7M -$3.34M -142,002 -27%
OAM
29
Oberweis Asset Management
Illinois
$10.4M +$162K +6,900 +2%
PA
30
Pinnacle Associates
New York
$10.3M +$140K +5,945 +2%
CCM
31
Channing Capital Management
Illinois
$9.99M +$1.61M +68,382 +24%
T. Rowe Price Investment Management
32
T. Rowe Price Investment Management
Maryland
$9.5M -$1.02M -43,459 -11%
Northern Trust
33
Northern Trust
Illinois
$9.28M -$641K -27,211 -8%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.94M -$610K -25,902 -8%
MIM
35
Meros Investment Management
Texas
$8.56M +$1.62M +68,909 +29%
ACA
36
AYAL Capital Advisors
Ontario, Canada
$8.41M +$297K +12,618 +4%
BAM
37
Ballast Asset Management
Texas
$8.35M – – –
KCM
38
Kennedy Capital Management
Missouri
$8.09M +$502K +21,302 +8%
SIMG
39
Stephens Investment Management Group
Texas
$7.59M +$60.7K +2,576 +1%
GGHC
40
Gilder Gagnon Howe & Co
New York
$7.53M -$725K -30,798 -10%
Squarepoint
41
Squarepoint
New York
$7.33M +$4.26M +180,957 +231%
Bank of America
42
Bank of America
North Carolina
$7.18M +$3.21M +136,161 +116%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$7.09M +$761K +32,321 +15%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$6.96M +$233K +9,877 +4%
UIC
45
Uniplan Investment Counsel
Wisconsin
$6.07M +$19K +807 +0.4%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$5.98M -$23.5K -1,000 -0.5%
GCM
47
GeoSphere Capital Management
Florida
$5.83M +$354K +15,035 +8%
CAM
48
Congress Asset Management
Massachusetts
$5.72M +$18.5K +786 +0.4%
AI
49
Acuitas Investments
Washington
$5.35M +$417K +17,701 +10%
CSS
50
Cubist Systematic Strategies
Connecticut
$5.27M +$2.06M +87,525 +89%
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SEI Hedge Fund Activity: Q2 2025 in Review

213 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q2 2025, worth a combined $1.35B — up 52% from $891M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SEI positions and 37 closed out — a net gain of 17 holders — while 92 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Citadel Advisors, cutting an estimated $19.1M.

  • 213 institutional investors held Solaris Energy Infrastructure (SEI) as of Q2 2025, up from 201 in Q1 2025.
  • Funds reported $1.35B of Solaris Energy Infrastructure stock for Q2 2025, up 52% quarter-over-quarter.
  • 54 funds opened new Solaris Energy Infrastructure positions in Q2 2025 and 37 closed out, a net change of +17 holders.
  • The largest Solaris Energy Infrastructure buyer in Q2 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Solaris Energy Infrastructure seller in Q2 2025 was Citadel Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.