We are live on ! Find out more
BE icon

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
JWA
351
JFS Wealth Advisors
Pennsylvania
$2.78K
S
352
SignatureFD
Georgia
$2.75K +$280 +16 +15%
MAM
353
Meeder Asset Management
Ohio
$2.71K +$2.14K +122 New
BCM
354
Blume Capital Management
California
$2.22K
HI
355
Hoey Investments
Pennsylvania
$2.22K
MEG
356
Millstone Evans Group
Colorado
$2.22K +$1.75K +100 New
Bessemer Group
357
Bessemer Group
New Jersey
$2K
NWWA
358
New Wave Wealth Advisors
Arkansas
$1.78K +$1.4K +80 New
HI
359
Harbour Investments
Wisconsin
$1.55K
PTC
360
Private Trust Company
Ohio
$1.31K +$1.03K +59 New
TAM
361
Tucker Asset Management
Colorado
$1.11K
BIA
362
Bell Investment Advisors
California
$956
GWP
363
Gen-Wealth Partners
Michigan
$955
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$800
CA
365
CoreCap Advisors
Michigan
$622 +$491 +28 New
CAM
366
Creekmur Asset Management
Illinois
$422
QCG
367
Quadrant Capital Group
Ohio
$378
AssetMark Inc
368
AssetMark Inc
California
$333 -$1.88K -107 -88%
TFM
369
TFC Financial Management
Massachusetts
$23
CAM
370
Contour Asset Management
New York
-$31.3M -2,967,309 Closed
LSCM
371
Light Street Capital Management
California
-$14.4M -1,366,994 Closed
ECP
372
Electron Capital Partners
New York
-$13.3M -1,256,114 Closed
OCMH
373
Oxbow Capital Management (HK)
Hong Kong
-$5.93M -561,381 Closed
PC
374
Pier Capital
Connecticut
-$4.88M -461,744 Closed
EP
375
Edgestream Partners
New Jersey
-$3.27M -310,047 Closed

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.