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Bloom Energy

594 hedge funds and large institutions have $18.5B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 259 funds opening new positions, 143 increasing their positions, 143 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:

3.61% more ownership

Funds ownership: 89.88%93.49% (+3.6%)

0% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 143

14% less call options, than puts

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

Holders
594
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
AWA
376
Arkadios Wealth Advisors
Georgia
$533K
NW
377
NewEdge Wealth
Pennsylvania
$530K
SC
378
Sykon Capital
New York
$517K
FNT
379
First National Trust
Pennsylvania
$511K
RWA
380
Roberts Wealth Advisors
California
$504K
PAG
381
Private Advisor Group
New Jersey
$503K
CFMC
382
Curbstone Financial Management Corp
New Hampshire
$499K
A
383
AlphaQuest
New York
$493K
KCP
384
Kera Capital Partners
California
$484K
BCV
385
Banque Cantonale Vaudoise
Switzerland
$483K
RWM
386
Ritholtz Wealth Management
New York
$480K
MCM
387
MAI Capital Management
Ohio
$477K
FFM
388
Forum Financial Management
Illinois
$475K
JWCA
389
J.W. Cole Advisors
Florida
$472K
BT
390
Banque Transatlantique
France
$471K
SP
391
SIH Partners
Delaware
$470K
ECM
392
Everence Capital Management
Indiana
$465K
PD
393
Point72 (DIFC)
United Arab Emirates
$463K
KFP
394
KMG Fiduciary Partners
Ohio
$443K
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$432K
AWM
396
Avior Wealth Management
Nebraska
$429K
SPC
397
Sigma Planning Corp
Michigan
$425K
AAP
398
Ardsley Advisory Partners
Connecticut
$423K
GC
399
Gruss & Co
Florida
$423K
AV
400
Aspiring Ventures
Ohio
$423K