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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
PAG
326
Paladin Advisory Group
Iowa
$9.28K
BF
327
BOK Financial
Oklahoma
$7.66K
ME
328
McIlrath & Eck
Washington
$7.64K +$3.54K +202 +142%
PS
329
Principal Securities
Iowa
$7.24K +$1.37K +78 +31%
OA
330
Operose Advisors
Wisconsin
$6.51K
EWA
331
EverSource Wealth Advisors
Alabama
$6.42K +$666 +38 +15%
SS
332
Sunbelt Securities
Texas
$6.3K
HCP
333
Hexagon Capital Partners
Arkansas
$6.09K +$631 +36 +15%
PHK
334
Point72 Hong Kong
Hong Kong
$5.88K +$4.64K +265 New
GWM
335
Geneos Wealth Management
Colorado
$5.8K
CMA
336
Cedar Mountain Advisors
Oregon
$5.75K
WA
337
WPG Advisers
Maryland
$5.64K +$4.45K +254 New
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55K -$35.1K -2,000 -89%
NA
339
NewEdge Advisors
Louisiana
$5.35K
RIL
340
Rothschild Investment LLC
Illinois
$5.11K +$263 +15 +7%
MSG
341
Main Street Group
Virginia
$4.89K
BBHC
342
Brown Brothers Harriman & Co
New York
$4.89K
CSC
343
Caldwell Sutter Capital
California
$4.44K
ATC
344
Adirondack Trust Company
New York
$4.44K
ACM
345
Aster Capital Management
United Arab Emirates
$4.11K -$754 -43 -19%
VWA
346
Valued Wealth Advisors
Utah
$4.02K
MA
347
Modus Advisors
Minnesota
$4K +$3.15K +180 New
SSB
348
Sandy Spring Bank
Maryland
$3.67K
LC
349
Lindbrook Capital
California
$3.53K +$1.4K +80 +101%
VWM
350
Venturi Wealth Management
Texas
$3.11K

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.