Solaris Energy Infrastructure
432 hedge funds and large institutions have $5.71B invested in Solaris Energy Infrastructure in 2026 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 158 increasing their positions, 123 reducing their positions, and 40 closing their positions.
280% more call options, than puts
Call options by funds: $447M | Put options by funds: $118M
188% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 40
57% more capital invested
Capital invested by funds: $3.62B → $5.71B (+$2.08B)
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
28% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 123
19% more funds holding
Funds holding: 363 → 432 (+69)
9.88% less ownership
Funds ownership: 131.44% → 121.56% (-9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$77.3M |
| 2 |
ClearBridge Investments
New York
|
+$73.4M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
+$55M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$54.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$144M |
| 2 |
Jane Street
New York
|
-$108M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$74.2M |
| 4 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
-$50.7M |
| 5 |
VanEck Associates
New York
|
-$34M |
SEI Hedge Fund Activity: Q2 2026 in Review
432 institutional investors reported a position in Solaris Energy Infrastructure (SEI) for Q2 2026, worth a combined $5.71B — up 57% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new SEI positions and 40 closed out — a net gain of 75 holders — while 158 added to existing stakes and 123 trimmed.
The largest buyer was BlackRock, adding an estimated $77.3M. The largest seller was Millennium Management, cutting an estimated $144M.
- 432 institutional investors held Solaris Energy Infrastructure (SEI) as of Q2 2026, up from 363 in Q1 2026.
- Funds reported $5.71B of Solaris Energy Infrastructure stock for Q2 2026, up 57% quarter-over-quarter.
- 115 funds opened new Solaris Energy Infrastructure positions in Q2 2026 and 40 closed out, a net change of +75 holders.
- The largest Solaris Energy Infrastructure buyer in Q2 2026 was BlackRock, an estimated $77.3M added.
- The largest Solaris Energy Infrastructure seller in Q2 2026 was Millennium Management, an estimated $144M sold.
Based on aggregated 13F filings for Q2 2026.