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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mezzasalma Advisors
New Jersey
$345K +$272K +15,541 New
Boston Partners
227
Boston Partners
Massachusetts
$337K -$602K -34,318 -69%
UFM
228
Ursa Fund Management
California
$333K +$263K +15,000 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$332K
X
230
Xponance
Pennsylvania
$323K +$28.2K +1,607 +12%
OFG
231
OmniStar Financial Group
North Carolina
$311K +$245K +13,982 New
SS
232
SBI Securities
Japan
$310K +$244K +13,949 New
Prudential Financial
233
Prudential Financial
New Jersey
$309K -$28.8K -1,644 -10%
CIAM
234
Caitong International Asset Management
Hong Kong
$304K +$240K +13,677 New
CCI
235
Credit Capital Investments
New Jersey
$300K +$237K +13,500 New
RSWM
236
Robertson Stephens Wealth Management
California
$299K -$8.76K -500 -4%
GCP
237
GSA Capital Partners
United Kingdom
$297K -$211K -12,043 -47%
SC
238
Savant Capital
Illinois
$294K
William Blair & Company
239
William Blair & Company
Illinois
$291K +$230K +13,116 New
SCP
240
Sender Company & Partners
New York
$283K +$223K +12,750 New
CIA
241
Concurrent Investment Advisors
Florida
$278K +$220K +12,524 New
1C
242
111 Capital
France
$278K +$219K +12,499 New
FLC
243
Fifth Lane Capital
Texas
$277K +$219K +12,490 New
CWS
244
Cypress Wealth Services
California
$275K +$217K +12,385 New
TFGT
245
TS Financial Group (TSFG)
Illinois
$267K +$35.5K +2,026 +20%
OCM
246
Orion Capital Management
California
$267K
PCM
247
Prelude Capital Management
New York
$264K -$3.23M -184,470 -94%
PWM
248
Palumbo Wealth Management
New York
$263K +$207K +11,831 New
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$260K +$205K +11,719 New
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$252K -$123K -7,028 -38%

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.