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Bloom Energy

597 hedge funds and large institutions have $18.5B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.66% more ownership

Funds ownership: 89.89%93.55% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

14% less call options, than puts

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

Holders
597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.23B
Puts
$2.59B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
351
Dorsey & Whitney Trust
South Dakota
$643K
SS
352
SBI Securities
Japan
$641K
CG
353
CFO4Life Group
Texas
$638K
FFA
354
Farther Finance Advisors
California
$620K
KPWS
355
Kestra Private Wealth Services
Texas
$617K
TCWM
356
Total Clarity Wealth Management
Illinois
$616K
US Bancorp
357
US Bancorp
Minnesota
$611K
Connor, Clark & Lunn Investment Management (CC&L)
358
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$607K
FT
359
Fiduciary Trust
Massachusetts
$605K
HIC
360
Hartline Investment Corp
Illinois
$604K
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$602K
SRC
362
Sage Rhino Capital
California
$602K
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
$599K
Lido Advisors
364
Lido Advisors
California
$596K
SCM
365
Semanteon Capital Management
Massachusetts
$594K
CIBC World Market
366
CIBC World Market
Ontario, Canada
$592K
AB
367
Amalgamated Bank
New York
$589K
PWMAG
368
Pinnacle Wealth Management Advisory Group
New Jersey
$576K
ZIM
369
Zacks Investment Management
Illinois
$571K
CMF
370
Counterpoint Mutual Funds
California
$568K
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$560K
MWM
372
Meridian Wealth Management
Kentucky
$553K
BCI
373
Brinker Capital Investments
Pennsylvania
$551K
IAS
374
Insigneo Advisory Services
Florida
$544K
LRWA
375
Long Run Wealth Advisors
New York
$541K