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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
BlackRock
1
BlackRock
New York
$198M -$26.1M -540,516 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$12M +248,762 +9%
ECA
3
Encompass Capital Advisors
New York
$118M -$17.4M -360,043 -12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$105M +$2.52M +52,127 +2%
Morgan Stanley
5
Morgan Stanley
New York
$96.1M +$9.67M +199,825 +11%
SPPAM
6
Summit Partners Public Asset Management
Massachusetts
$95.4M +$13.5M +280,014 +16%
Goldman Sachs
7
Goldman Sachs
New York
$86.6M +$9.02M +186,366 +11%
SA
8
Situational Awareness
California
$85.8M +$34.6M +716,200 +62%
Millennium Management
9
Millennium Management
New York
$84.8M +$50.4M +1,042,902 +130%
Jane Street
10
Jane Street
New York
$75.4M +$28.9M +596,974 +57%
Principal Financial Group
11
Principal Financial Group
Iowa
$67.4M +$67.7M +1,400,311 +2,121%
AI
12
Advent International
Massachusetts
$58.1M +$12.4M +256,909 +26%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$57.4M +$1.22M +25,121 +2%
VanEck Associates
14
VanEck Associates
New York
$57.1M -$2.62M -54,179 -4%
DCM
15
Driehaus Capital Management
Illinois
$56.4M +$12.9M +266,174 +28%
State Street
16
State Street
Massachusetts
$54M +$6.32M +130,576 +13%
Citadel Advisors
17
Citadel Advisors
Florida
$53.5M +$47.3M +978,183 +525%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$53.1M +$42.3M +874,762 +312%
GKIM
19
GW&K Investment Management
Massachusetts
$49.8M -$4.61M -95,372 -8%
Two Sigma Investments
20
Two Sigma Investments
New York
$49.6M +$3.51M +72,611 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$47M +$5.42M +111,971 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.9M +$49.4M +1,021,000 New
VARA
23
Value Aligned Research Advisors
New Jersey
$44.9M +$47.2M +975,939 New
GIM
24
Goodlander Investment Management
Texas
$44.1M +$15M +310,000 +48%
Marshall Wace
25
Marshall Wace
United Kingdom
$38.5M +$14.8M +305,572 +57%
1
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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.