Bloom Energy
1,278 hedge funds and large institutions have $69.5B invested in Bloom Energy in 2026 Q2 according to their latest regulatory filings, with 389 funds opening new positions, 412 increasing their positions, 386 reducing their positions, and 79 closing their positions.
392% more first-time investments, than exits
New positions opened: 389 | Existing positions closed: 79
120% more capital invested
Capital invested by funds: $31.7B → $69.5B (+$37.8B)
91% more funds holding in top 10
Funds holding in top 10: 32 → 61 (+29)
30% more funds holding
Funds holding: 983 → 1,278 (+295)
7% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 386
2.31% less ownership
Funds ownership: 83.6% → 81.29% (-2.3%)
35% less call options, than puts
Call options by funds: $8.8B | Put options by funds: $13.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.63B |
| 2 |
Goldman Sachs
New York
|
+$1.24B |
| 3 |
Millennium Management
New York
|
+$547M |
| 4 |
HF
HRT Financial
New York
|
+$508M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$377M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.7B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.22B |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$552M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$463M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$406M |
BE Hedge Fund Activity: Q2 2026 in Review
1,278 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2026, worth a combined $69.5B — up 120% from $31.7B a quarter earlier.
Buyers outnumbered sellers: 389 funds opened new BE positions and 79 closed out — a net gain of 310 holders — while 412 added to existing stakes and 386 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.63B. The largest seller was BlackRock, cutting an estimated $1.7B.
- 1,278 institutional investors held Bloom Energy (BE) as of Q2 2026, up from 983 in Q1 2026.
- Funds reported $69.5B of Bloom Energy stock for Q2 2026, up 120% quarter-over-quarter.
- 389 funds opened new Bloom Energy positions in Q2 2026 and 79 closed out, a net change of +310 holders.
- The largest Bloom Energy buyer in Q2 2026 was JP Morgan Chase, an estimated $1.63B added.
- The largest Bloom Energy seller in Q2 2026 was BlackRock, an estimated $1.7B sold.
Based on aggregated 13F filings for Q2 2026.