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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
BAMF
301
BI Asset Management Fondsmaeglerselskab
Denmark
$23K +$18.1K +1,030 New
KFI
302
Key Financial Inc
Pennsylvania
$22.2K
SIC
303
Salem Investment Counselors
North Carolina
$22.2K
BWM
304
Bernard Wealth Management
Michigan
$22.2K +$17.5K +1,000 New
PWA
305
Provenance Wealth Advisors
Florida
$22.2K +$17.5K +1,000 New
AF
306
Allworth Financial
California
$20.9K +$245 +14 +2%
CCA
307
Catalyst Capital Advisors
New York
$19.6K -$25.5K -1,455 -62%
S
308
Sachetta
Massachusetts
$18.9K
MCM
309
MAI Capital Management
Ohio
$18.1K +$14.3K +816 New
GXJ
310
Global X Japan
Japan
$17.9K -$5.08K -290 -27%
SCM
311
Sterling Capital Management
North Carolina
$16.4K +$8.75K +499 +209%
WT
312
Whittier Trust
California
$16.2K
RP
313
Raelipskie Partnership
Ontario, Canada
$16K
SWM
314
Spire Wealth Management
Virginia
$15.5K +$8.76K +500 +250%
EBA
315
Eagle Bay Advisors
New York
$14.8K
MA
316
Montag & Associates
Georgia
$13.7K
CFFP
317
Center for Financial Planning
Michigan
$12.9K
RS
318
R Squared
Hong Kong
$12.7K +$9.99K +570 New
VNA
319
Valley National Advisers
Pennsylvania
$12K +$10.1K +575 New
BT
320
Banque Transatlantique
France
$11.3K +$8.94K +510 New
SIS
321
Sound Income Strategies
Florida
$10.6K
FFA
322
Farther Finance Advisors
California
$10.4K -$53 -3 -0.6%
BTI
323
Blue Trust Inc
Georgia
$9.73K +$6.57K +375 +595%
GG
324
Gleason Group
Kentucky
$9.66K
WCM
325
WealthTrak Capital Management
Virginia
$9.4K +$7.41K +423 New

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.