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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
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.3M +$156K +3,229 +1%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$14.3M +$15M +310,988 New
ACA
53
AYAL Capital Advisors
Ontario, Canada
$14.2M +$3.76M +77,740 +34%
ACG
54
Aventail Capital Group
New York
$13.8M +$1.64M +33,802 +13%
HCP
55
Hiddenite Capital Partners
New York
$13.8M -$2.42M -50,000 -14%
PCM
56
Penn Capital Management
Pennsylvania
$13.3M +$13.1M +270,966 +1,559%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$13.2M +$13.5M +279,987 +4,062%
Bessemer Group
58
Bessemer Group
New Jersey
$12.9M +$13.4M +277,947 +10,548%
LIP
59
Lighthouse Investment Partners
Florida
$12.8M +$12M +247,400 +822%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$12.3M +$1.53M +31,710 +13%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$12.3M +$12.9M +267,078 New
Bank of America
62
Bank of America
North Carolina
$12M +$6.77M +139,974 +116%
RCM
63
Ratan Capital Management
Florida
$11.5M +$12.1M +250,095 New
BCM
64
Brightline Capital Management
Florida
$11.5M -$36.4M -753,000 -75%
NAMI
65
Nomura Asset Management International
Pennsylvania
$11.5M +$12.1M +249,887 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$11.5M +$11.8M +243,850 +4,577%
ECM
67
ExodusPoint Capital Management
New York
$11.5M +$7.78M +160,905 +182%
SIMG
68
Stephens Investment Management Group
Texas
$11.4M -$895K -18,505 -7%
GGHC
69
Gilder Gagnon Howe & Co
New York
$11.2M -$794K -16,408 -6%
First Trust Advisors
70
First Trust Advisors
Illinois
$10.9M +$9.66M +199,785 +535%
T. Rowe Price Investment Management
71
T. Rowe Price Investment Management
Maryland
$10.6M +$11.1M +230,375 New
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$10.5M -$8.13M -168,012 -42%
WHGAM
73
Wealth High Governance Asset Management
$9.82M +$10.3M +213,635 New
PA
74
Pinnacle Associates
New York
$9.8M -$6.86M -141,906 -40%
FGP
75
Freestone Grove Partners
California
$9.8M +$8.95M +185,019 +658%
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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.