Bloom Energy
600 hedge funds and large institutions have $18.5B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 261 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 45 closing their positions.
480% more first-time investments, than exits
New positions opened: 261 | Existing positions closed: 45
475% more funds holding in top 10
Funds holding in top 10: 4 → 23 (+19)
270% more capital invested
Capital invested by funds: $4.99B → $18.5B (+$13.5B)
56% more funds holding
Funds holding: 385 → 600 (+215)
3.64% more ownership
Funds ownership: 89.92% → 93.56% (+3.6%)
1% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 145
14% less call options, than puts
Call options by funds: $2.23B | Put options by funds: $2.59B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$271M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$200M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
+$149M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$149M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$727M |
| 2 |
Two Sigma Investments
New York
|
-$131M |
| 3 |
Morgan Stanley
New York
|
-$115M |
| 4 |
Squarepoint
New York
|
-$105M |
| 5 |
Man Group
London,
United Kingdom
|
-$85.6M |
BE Hedge Fund Activity: Q3 2025 in Review
600 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2025, worth a combined $18.5B — up 270% from $4.99B a quarter earlier.
Buyers outnumbered sellers: 261 funds opened new BE positions and 45 closed out — a net gain of 216 holders — while 144 added to existing stakes and 145 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $271M. The largest seller was Ameriprise, cutting an estimated $727M.
- 600 institutional investors held Bloom Energy (BE) as of Q3 2025, up from 385 in Q2 2025.
- Funds reported $18.5B of Bloom Energy stock for Q3 2025, up 270% quarter-over-quarter.
- 261 funds opened new Bloom Energy positions in Q3 2025 and 45 closed out, a net change of +216 holders.
- The largest Bloom Energy buyer in Q3 2025 was D.E. Shaw & Co, an estimated $271M added.
- The largest Bloom Energy seller in Q3 2025 was Ameriprise, an estimated $727M sold.
Based on aggregated 13F filings for Q3 2025.