Bloom Energy
369 hedge funds and large institutions have $4.07B invested in Bloom Energy in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 65 closing their positions.
26% more call options, than puts
Call options by funds: $288M | Put options by funds: $228M
19% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 115
6.48% more ownership
Funds ownership: 83.06% → 89.54% (+6.5%)
3% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 65
0% less funds holding
Funds holding: 370 → 369 (-1)
4% less capital invested
Capital invested by funds: $4.22B → $4.07B (-$149M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$94.4M |
| 2 |
Two Sigma Advisers
New York
|
+$63.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$62.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$54.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$22.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$22.2M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
-$17.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.9M |
| 5 |
JP Morgan Chase
New York
|
-$14.2M |
BE Hedge Fund Activity: Q1 2025 in Review
369 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2025, worth a combined $4.07B — down 3.5% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new BE positions and 65 closed out — a net gain of 2 holders — while 137 added to existing stakes and 115 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $94.4M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $22.4M sold.
- 369 institutional investors held Bloom Energy (BE) as of Q1 2025, down from 370 in Q4 2024.
- Funds reported $4.07B of Bloom Energy stock for Q1 2025, down 3.5% quarter-over-quarter.
- 67 funds opened new Bloom Energy positions in Q1 2025 and 65 closed out, a net change of +2 holders.
- The largest Bloom Energy buyer in Q1 2025 was Whale Rock Capital Management, an estimated $94.4M added.
- The largest Bloom Energy seller in Q1 2025 was Point72 Asset Management, an estimated $22.4M sold.
Based on aggregated 13F filings for Q1 2025.