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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
Victory Capital Management
126
Victory Capital Management
Texas
$2.43M +$1.86M +38,505 +269%
Adage Capital Partners
127
Adage Capital Partners
Massachusetts
$2.3M +$2.42M +50,000 New
ACM
128
Aquatic Capital Management
Illinois
$2.26M +$416K +8,603 +21%
CCP
129
Clough Capital Partners
Massachusetts
$2.25M -$404K -8,342 -15%
ZIM
130
Zacks Investment Management
Illinois
$2.24M +$2.36M +48,717 New
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$2.22M +$848K +17,521 +57%
CM
132
Caption Management
Oklahoma
$2.11M +$2.22M +45,923 New
Asset Management One
133
Asset Management One
Japan
$2.11M +$2.29M +47,282 New
Raymond James Financial
134
Raymond James Financial
Florida
$2.08M +$395K +8,175 +22%
BBA
135
Baader Bank Aktiengesellschaft
Germany
$2.07M +$2.18M +45,000 New
Point72 Asset Management
136
Point72 Asset Management
Connecticut
$2.04M -$50.9M -1,053,275 -96%
AWM
137
AE Wealth Management
Kansas
$2.02M -$4.03M -83,236 -65%
Norges Bank
138
Norges Bank
Norway
$2.02M +$2.13M +44,000 New
SCM
139
Soros Capital Management
New York
$2.01M +$2.12M +43,800 New
California State Teachers Retirement System (CalSTRS)
140
California State Teachers Retirement System (CalSTRS)
California
$1.92M +$266K +5,508 +15%
Legal & General Group
141
Legal & General Group
United Kingdom
$1.91M +$230K +4,746 +13%
TCM
142
Turas Capital Management
Massachusetts
$1.82M +$1.92M +39,600 New
DACS
143
Dymon Asia Capital (Singapore)
Singapore
$1.77M +$1.86M +38,494 New
Creative Planning
144
Creative Planning
Kansas
$1.69M +$24K +496 +1%
IP
145
Interval Partners
New York
$1.63M +$1.34M +27,804 +365%
American Century Companies
146
American Century Companies
Missouri
$1.59M +$1.67M +34,564 New
SC
147
Shellback Capital
Massachusetts
$1.53M +$1.61M +33,374 New
XT
148
XTX Topco
Cayman Islands
$1.52M +$1.01M +20,826 +169%
MCS
149
Mercuria Capital Strategies
Texas
$1.47M -$2.56M -52,968 -62%
Stifel Financial
150
Stifel Financial
Missouri
$1.45M +$240K +4,965 +19%
4 5
6
7 8

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.