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SEI

Solaris Energy Infrastructure
SEI

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
337
Holders Change
+63
Holders Change %
+22.99%
% of All Funds
4.1%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
102
Increased
125
Reduced
85
Closed
33
Calls
$136M
Puts
$118M
Net Calls
+$18.6M
Net Calls Change
+$128M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$67.7M
2
Millennium Management
Millennium Management
New York
+$50.4M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$49.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$47.3M
5
VARA
Value Aligned Research Advisors
New Jersey
+$47.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$50.9M
2
BCM
Brightline Capital Management
Florida
-$36.4M
3
SCM
SIR Capital Management
New York
-$29M
4
BlackRock
BlackRock
New York
-$26.1M
5
DCM
Discovery Capital Management
Connecticut
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
26
Ceredex Value Advisors
Florida
$37.4M -$3.1M -63,999 -7%
VCM
27
Valiant Capital Management
California
$33.8M +$35.5M +734,499 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$33.5M +$7.31M +151,157 +26%
N
29
Nuveen
North Carolina
$33M +$31.2M +644,466 +889%
WHG
30
Westwood Holdings Group
Texas
$31.7M -$8.29M -171,353 -20%
UBS Group
31
UBS Group
Switzerland
$29.5M +$2.49M +51,502 +9%
KCM
32
Kennedy Capital Management
Missouri
$28.9M +$15.1M +312,013 +98%
EA
33
Emerald Advisers
Pennsylvania
$28.8M +$482K +9,973 +2%
RIM
34
Ranger Investment Management
Texas
$28.6M +$9.53M +197,073 +46%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$25.4M +$13.7M +283,600 +105%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$21.9M -$2.64M -54,547 -10%
Deutsche Bank
37
Deutsche Bank
Germany
$18.3M +$16.7M +344,996 +659%
SC
38
Sagefield Capital
Texas
$18.2M +$4.53M +93,705 +31%
Charles Schwab
39
Charles Schwab
California
$17.3M +$1.81M +37,384 +11%
NSGL
40
No Street GP LP
California
$17.2M +$18.1M +375,000 New
Jennison Associates
41
Jennison Associates
New York
$17.2M -$582K -12,030 -3%
OAM
42
Oberweis Asset Management
Illinois
$16.9M – – –
Northern Trust
43
Northern Trust
Illinois
$16.6M +$1.29M +26,753 +8%
CP
44
CenterBook Partners
Connecticut
$16.4M -$2.85M -58,981 -14%
RA
45
Royce & Associates
New York
$15.3M -$7.87M -162,603 -33%
P3I
46
Progeny 3 Inc
Washington
$14.8M – – –
Barclays
47
Barclays
United Kingdom
$14.8M +$12.2M +251,360 +355%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$14.8M -$19.7M -406,925 -56%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$14.7M -$7.15M -147,846 -32%
Citigroup
50
Citigroup
New York
$14.5M +$9.85M +203,626 +182%
1
2
3 4 5

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.