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Bloom Energy
BE

600 hedge funds and large institutions have $18.5B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 261 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 261 | Existing positions closed: 45

475% more funds holding in top 10

Funds holding in top 10: 4 → 23 (+19)

270% more capital invested

Capital invested by funds: $4.99B → $18.5B (+$13.5B)

56% more funds holding

Funds holding: 385 → 600 (+215)

3.64% more ownership

Funds ownership: 89.92% → 93.56% (+3.6%)

1% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 145

14% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $2.59B

Holders
600
Holders Change
+215
Holders Change %
+55.84%
% of All Funds
7.88%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.3%
New
261
Increased
144
Reduced
145
Closed
45
Calls
$2.23B
Puts
$2.59B
Net Calls
-$361M
Net Calls Change
-$466M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$271M
2
UBS Group
UBS Group
Switzerland
+$200M
3
TA
Trivest Advisors
Hong Kong
+$149M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$149M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$123M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$727M
2
Two Sigma Investments
Two Sigma Investments
New York
-$131M
3
Morgan Stanley
Morgan Stanley
New York
-$115M
4
Squarepoint
Squarepoint
New York
-$105M
5
Man Group
Man Group
United Kingdom
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$1.95M +$467K +10,051 +77%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$1.94M +$274K +5,901 +35%
VRS
253
Virginia Retirement Systems
Virginia
$1.94M -$706K -15,200 -40%
CBU
254
CIBC Bancorp USA
Illinois
$1.94M +$1.06M +22,898 New
PCMH
255
Polymer Capital Management (HK)
Hong Kong
$1.91M +$1.05M +22,545 New
HT
256
HAP Trading
New York
$1.89M +$373K +8,041 +56%
P
257
&Partners
Tennessee
$1.89M -$390K -8,396 -27%
DJYG
258
David J. Yvars Group
Florida
$1.87M +$1.03M +22,132 New
PCM
259
Prelude Capital Management
New York
$1.86M -$202K -4,340 -16%
CAM
260
Creekmur Asset Management
Illinois
$1.83M +$1M +21,582 New
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$1.8M +$294K +6,321 +42%
JF
262
Joule Financial
Kentucky
$1.74M -$604K -12,999 -39%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$1.73M -$220K -4,743 -19%
PPA
264
Pacific Point Advisors
California
$1.69M -$464K -10,000 -33%
SGDR
265
SPX Gestao de Recursos
Brazil
$1.69M +$929K +20,000 New
CAU
266
Caxton Associates (UK)
$1.64M +$245K +5,273 +37%
PP
267
Paloma Partners
Connecticut
$1.61M +$882K +19,000 New
IWA
268
Icon Wealth Advisors
Texas
$1.57M – – –
DACS
269
Dymon Asia Capital (Singapore)
Singapore
$1.54M -$808K -17,400 -49%
AIP
270
Ameritas Investment Partners
Nebraska
$1.53M -$129K -2,786 -13%
OC
271
Oppenheimer & Co
New York
$1.53M -$958K -20,631 -53%
WAM
272
Wilson Asset Management
Australia
$1.53M +$840K +18,094 New
PIC
273
Portland Investment Counsel
Ontario, Canada
$1.52M – – –
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$1.46M +$223K +4,802 +39%
QL
275
Quarry LP
New York
$1.46M +$781K +16,807 +4,129%
9 10
11
12 13

BE Hedge Fund Activity: Q3 2025 in Review

600 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2025, worth a combined $18.5B — up 270% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 261 funds opened new BE positions and 45 closed out — a net gain of 216 holders — while 144 added to existing stakes and 145 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $271M. The largest seller was Ameriprise, cutting an estimated $727M.

  • 600 institutional investors held Bloom Energy (BE) as of Q3 2025, up from 385 in Q2 2025.
  • Funds reported $18.5B of Bloom Energy stock for Q3 2025, up 270% quarter-over-quarter.
  • 261 funds opened new Bloom Energy positions in Q3 2025 and 45 closed out, a net change of +216 holders.
  • The largest Bloom Energy buyer in Q3 2025 was D.E. Shaw & Co, an estimated $271M added.
  • The largest Bloom Energy seller in Q3 2025 was Ameriprise, an estimated $727M sold.

Based on aggregated 13F filings for Q3 2025.