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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
CRC
176
Curi RMB Capital
Illinois
$732K +$770K +15,926 New
VDBMI
177
Van Den Berg Management I
Texas
$711K -$16.7K -346 -2%
OL
178
Odyssean LLC
Connecticut
$704K +$741K +15,323 New
CC
179
Centiva Capital
New York
$690K +$726K +15,000 New
BFM
180
Boothbay Fund Management
New York
$682K +$97.1K +2,008 +16%
GT
181
Glenmede Trust
Pennsylvania
$674K +$710K +14,671 New
CG
182
Caprock Group
Idaho
$665K -$76.9K -1,590 -10%
KK
183
KLP Kapitalforvaltning
Norway
$657K +$276K +5,700 +66%
JFG
184
Jefferies Financial Group
New York
$648K +$682K +14,106 New
N
185
Numerai
California
$641K -$531K -10,967 -44%
FT
186
Fiduciary Trust
Massachusetts
$639K +$97.5K +2,016 +17%
SAM
187
Silvercrest Asset Management
New York
$609K +$641K +13,241 New
SC
188
SummitTX Capital
Texas
$603K +$354K +7,323 +127%
IIM
189
INTECH Investment Management
Florida
$595K +$51.7K +1,068 +9%
OAM
190
Oppenheimer Asset Management
New York
$590K +$92.9K +1,920 +18%
PCMH
191
Polymer Capital Management (HK)
Hong Kong
$576K +$607K +12,540 New
ASRS
192
Arizona State Retirement System
Arizona
$570K +$57.4K +1,186 +11%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$565K +$193 +4 +0%
State Board of Administration of Florida Retirement System
194
State Board of Administration of Florida Retirement System
Florida
$543K -$37.8K -782 -6%
EGM
195
Engineers Gate Manager
New York
$543K -$592K -12,233 -51%
MWM
196
Moran Wealth Management
Florida
$537K +$565K +11,671 New
JG
197
Jain Global
New York
$531K +$315K +6,512 +129%
Walleye Trading
198
Walleye Trading
New York
$529K +$556K +11,502 New
PFSRSONJ
199
Police & Firemen's Retirement System of New Jersey
New Jersey
$518K +$57.3K +1,184 +12%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$514K -$8.22K -170 -1%
6 7
8
9 10

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.