Solaris Energy Infrastructure
214 hedge funds and large institutions have $1.35B invested in Solaris Energy Infrastructure in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 47 reducing their positions, and 37 closing their positions.
153% more capital inflows, than outflows
Capital inflows: $280M | Capital outflows: $111M
96% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 47
49% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 37
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
18.09% more ownership
Funds ownership: 107.69% → 125.79% (+18%)
6% more funds holding
Funds holding: 201 → 214 (+13)
82% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $60.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.8M |
| 2 |
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$23.4M |
| 3 |
Morgan Stanley
New York
|
+$23.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.5M |
| 5 |
Goodlander Investment Management
Dallas,
Texas
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.1M |
| 2 |
Millennium Management
New York
|
-$11.1M |
| 3 |
BlackRock
New York
|
-$10M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.28M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$5.9M |
SEI Hedge Fund Activity: Q2 2025 in Review
214 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q2 2025, worth a combined $1.35B — up 52% from $891M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SEI positions and 37 closed out — a net gain of 18 holders — while 92 added to existing stakes and 47 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Citadel Advisors, cutting an estimated $19.1M.
- 214 institutional investors held Solaris Energy Infrastructure (SEI) as of Q2 2025, up from 201 in Q1 2025.
- Funds reported $1.35B of Solaris Energy Infrastructure stock for Q2 2025, up 52% quarter-over-quarter.
- 55 funds opened new Solaris Energy Infrastructure positions in Q2 2025 and 37 closed out, a net change of +18 holders.
- The largest Solaris Energy Infrastructure buyer in Q2 2025 was Fidelity Investments, an estimated $38.8M added.
- The largest Solaris Energy Infrastructure seller in Q2 2025 was Citadel Advisors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2025.