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SEI

Solaris Energy Infrastructure

201 hedge funds and large institutions have $891M invested in Solaris Energy Infrastructure in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 41

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

72% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $28.7M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12.89% more ownership

Funds ownership: 94.81%107.69% (+13%)

12% more funds holding

Funds holding: 179201 (+22)

12% less capital invested

Capital invested by funds: $1.01B → $891M (-$118M)

Holders
201
Holders Change
+22
Holders Change %
+12.29%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
55
Increased
90
Reduced
41
Closed
30
Calls
$49.4M
Puts
$28.7M
Net Calls
+$20.7M
Net Calls Change
+$6.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$24.3M +877,065 +15%
ECA
2
Encompass Capital Advisors
New York
$79M +$37.1M +1,338,334 +58%
DCM
3
Driehaus Capital Management
Illinois
$44.1M +$41.3M +1,489,616 +278%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.1M -$9.97M -359,723 -18%
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$30.8M -$27.3M -983,347 -41%
WHG
6
Westwood Holdings Group
Texas
$29.3M +$10.2M +366,664 +37%
Millennium Management
7
Millennium Management
New York
$24.3M +$23.5M +846,734 +312%
BCM
8
Brightline Capital Management
Florida
$24.3M +$83.2K +3,000 +0.3%
SCM
9
SIR Capital Management
New York
$21.9M +$13.2M +475,127 +90%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$21.6M +$4.62M +166,655 +20%
Citadel Advisors
11
Citadel Advisors
Florida
$18.6M +$17.7M +638,607 +293%
State Street
12
State Street
Massachusetts
$18.5M +$6.44M +232,248 +38%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17M +$2.85M +102,898 +15%
EA
14
Emerald Advisers
Pennsylvania
$15.2M +$152K +5,486 +0.8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$14.9M -$4.98M -179,587 -21%
Goldman Sachs
16
Goldman Sachs
New York
$13.7M +$9.05M +326,598 +108%
Morgan Stanley
17
Morgan Stanley
New York
$13.1M -$3.58M -128,998 -18%
SAM
18
Scopus Asset Management
New York
$11.3M +$14.4M +520,748 New
RA
19
Royce & Associates
New York
$11.2M -$6.65M -239,880 -32%
ACG
20
Aventail Capital Group
New York
$10.9M +$23.4K +845 +0.2%
GKIM
21
GW&K Investment Management
Massachusetts
$9.44M +$7.05M +254,320 +142%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$8.26M -$58.5M -2,108,744 -85%
SC
23
Sagefield Capital
Texas
$8.06M +$4.75M +171,240 +86%
OAM
24
Oberweis Asset Management
Illinois
$7.83M +$9.98M +360,000 New
PA
25
Pinnacle Associates
New York
$7.78M +$2.22M +80,217 +29%

SEI Hedge Fund Activity: Q1 2025 in Review

201 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q1 2025, worth a combined $891M — down 12% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEI positions and 30 closed out — a net gain of 25 holders — while 90 added to existing stakes and 41 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $41.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $58.5M.

  • 201 institutional investors held Solaris Energy Infrastructure (SEI) as of Q1 2025, up from 179 in Q4 2024.
  • Funds reported $891M of Solaris Energy Infrastructure stock for Q1 2025, down 12% quarter-over-quarter.
  • 55 funds opened new Solaris Energy Infrastructure positions in Q1 2025 and 30 closed out, a net change of +25 holders.
  • The largest Solaris Energy Infrastructure buyer in Q1 2025 was Driehaus Capital Management, an estimated $41.3M added.
  • The largest Solaris Energy Infrastructure seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $58.5M sold.

Based on aggregated 13F filings for Q1 2025.