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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
Credit Agricole
101
Credit Agricole
France
$5.26M +$1.69M +34,936 +44%
BAM
102
Ballast Asset Management
Texas
$5.2M -$3.33M -68,748 -38%
SC
103
Simcoe Capital
Washington
$4.93M +$5.19M +107,259 New
Ameriprise
104
Ameriprise
Minnesota
$4.87M +$443K +9,152 +9%
MIC
105
Maxi Investments CY
Cyprus
$4.76M +$5.01M +103,650 New
Squarepoint
106
Squarepoint
New York
$4.76M -$12.1M -250,228 -71%
RWM
107
Ritholtz Wealth Management
New York
$4.72M -$1.5M -31,066 -23%
CCM
108
Candelo Capital Management
New York
$4.72M +$4.96M +102,600 New
AQR Capital Management
109
AQR Capital Management
Connecticut
$4.66M -$385K -7,961 -7%
KCM
110
Kornitzer Capital Management
Kansas
$4.46M +$1.79M +37,025 +62%
MAP
111
Moody Aldrich Partners
Massachusetts
$4.33M -$220K -4,555 -5%
CCS
112
Concentric Capital Strategies
Connecticut
$4.25M -$10M -207,419 -69%
Swiss National Bank
113
Swiss National Bank
Switzerland
$3.97M +$624K +12,900 +18%
ASM
114
AI-Squared Management
Hong Kong
$3.93M +$4.14M +85,500 New
LCG
115
Lisanti Capital Growth
New York
$3.86M +$4.06M +83,885 New
DL
116
Dockside LLC
New York
$3.8M +$4M +82,722 New
ACM
117
AlphaStar Capital Management
North Carolina
$3.79M +$3.99M +82,508 New
UBS AM
118
UBS AM
Illinois
$3M +$1.06M +21,859 +50%
JP Morgan Chase
119
JP Morgan Chase
New York
$3M -$472K -9,760 -13%
NIM
120
NXG Investment Management
Texas
$2.8M +$2.95M +61,000 New
GF
121
Gabelli Funds
New York
$2.59M – – –
Franklin Resources
122
Franklin Resources
California
$2.58M -$207K -4,286 -7%
LPL Financial
123
LPL Financial
California
$2.57M +$1.92M +39,692 +244%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$2.5M +$52.6K +1,088 +2%
Invesco
125
Invesco
Georgia
$2.44M -$195K -4,035 -7%
3 4
5
6 7

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.