Solaris Energy Infrastructure
SEI
274 hedge funds and large institutions have $2.21B invested in Solaris Energy Infrastructure in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 26 closing their positions.
242% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 26
63% more capital invested
Capital invested by funds: $1.35B → $2.21B (+$858M)
29% more funds holding
Funds holding: 213 → 274 (+61)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
5.65% more ownership
Funds ownership: 118.32% → 123.97% (+5.7%)
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
71% less call options, than puts
Call options by funds: $45.8M | Put options by funds: $156M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Situational Awareness
San Francisco,
California
|
+$36M |
| 2 |
VanEck Associates
New York
|
+$34.9M |
| 3 |
Jane Street
New York
|
+$32.7M |
| 4 |
AI
Advent International
Boston,
Massachusetts
|
+$31.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$40.1M |
| 2 |
BlackRock
New York
|
-$40.1M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$22.1M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$20.1M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$19.2M |
SEI Hedge Fund Activity: Q3 2025 in Review
274 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q3 2025, worth a combined $2.21B — up 63% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new SEI positions and 26 closed out — a net gain of 63 holders — while 82 added to existing stakes and 76 trimmed.
The largest buyer was Situational Awareness, opening a new position worth an estimated $36M. The largest seller was Driehaus Capital Management, cutting an estimated $40.1M.
- 274 institutional investors held Solaris Energy Infrastructure (SEI) as of Q3 2025, up from 213 in Q2 2025.
- Funds reported $2.21B of Solaris Energy Infrastructure stock for Q3 2025, up 63% quarter-over-quarter.
- 89 funds opened new Solaris Energy Infrastructure positions in Q3 2025 and 26 closed out, a net change of +63 holders.
- The largest Solaris Energy Infrastructure buyer in Q3 2025 was Situational Awareness, an estimated $36M added.
- The largest Solaris Energy Infrastructure seller in Q3 2025 was Driehaus Capital Management, an estimated $40.1M sold.
Based on aggregated 13F filings for Q3 2025.