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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
Polen Capital Management
151
Polen Capital Management
Florida
$1.31M +$1.38M +28,597 New
FCM
152
FirstWave Capital Management
Florida
$1.29M +$1.36M +28,151 New
Korea Investment Corp
153
Korea Investment Corp
South Korea
$1.25M +$1.31M +27,100 New
VAS
154
Vestmark Advisory Solutions
Massachusetts
$1.23M +$1.29M +26,704 New
Hudson Bay Capital Management
155
Hudson Bay Capital Management
Connecticut
$1.18M -$219K -4,532 -15%
EWM
156
Evercore Wealth Management
New York
$1.15M – – –
MIM
157
MetLife Investment Management
New Jersey
$1.08M +$77.9K +1,610 +7%
TI
158
Trexquant Investment
Connecticut
$1.07M -$4.62M -95,558 -80%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$1.01M -$1.33M -27,582 -56%
LCM
160
Legato Capital Management
California
$999K +$1.05M +21,735 New
TI
161
Tidal Investments
Wisconsin
$991K -$39.2K -810 -4%
QCM
162
Quantinno Capital Management
New York
$987K +$214K +4,424 +26%
RPGK
163
Retirement Planning Group (Kansas)
Kansas
$986K -$761K -15,741 -42%
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$954K +$59.1K +1,221 +6%
Janus Henderson Group
165
Janus Henderson Group
United Kingdom
$947K +$266K +5,500 +36%
BHCM
166
Brevan Howard Capital Management
Jersey
$947K -$1.13M -23,279 -53%
BC
167
Bridgefront Capital
Texas
$926K +$685K +14,153 +237%
SMTF
168
Sphera Management Technology Funds
Israel
$919K -$484K -10,000 -33%
Mirae Asset Global ETFs Holdings
169
Mirae Asset Global ETFs Holdings
Hong Kong
$904K +$135K +2,792 +17%
Prudential Financial
170
Prudential Financial
New Jersey
$898K +$944K +19,525 New
KI
171
Keystone Investors
Singapore
$895K +$942K +19,476 New
PCM
172
Portolan Capital Management
Massachusetts
$895K -$16.6M -343,966 -95%
AG
173
Algert Global
California
$842K +$886K +18,310 New
HP
174
Havemeyer Place
Connecticut
$798K +$839K +17,351 New
Walleye Capital
175
Walleye Capital
New York
$735K +$773K +15,983 New
5 6
7
8 9

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.