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Bloom Energy

795 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 79

33% more funds holding

Funds holding: 600795 (+195)

14% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 212

8% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.39B)

5.36% more ownership

Funds ownership: 93.56%98.92% (+5.4%)

6% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.64B

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
795
Holders Change
+195
Holders Change %
+32.5%
% of All Funds
9.67%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.24%
New
288
Increased
242
Reduced
212
Closed
79
Calls
$2.48B
Puts
$2.64B
Net Calls
-$162M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
426
Bannerstone Capital Management
Minnesota
$720K +$871K +8,292 New
P8IP
427
Pier 88 Investment Partners
California
$706K -$146K -1,392 -15%
KPWS
428
Kestra Private Wealth Services
Texas
$696K +$75.8K +721 +10%
CAIMH
429
Central Asset Investments & Management Holdings
Hong Kong
$690K -$4.22M -40,190 -84%
RS
430
R Squared
Hong Kong
$685K +$829K +7,888 New
MA
431
Mutual Advisors
Nebraska
$684K +$124K +1,181 +18%
SIA
432
SeaBridge Investment Advisors
New Jersey
$682K -$509K -4,842 -38%
BRG
433
Bay Rivers Group
Virginia
$678K +$820K +7,807 New
VFA
434
Valeo Financial Advisors
Indiana
$676K +$703K +6,689 +615%
CIA
435
Concurrent Investment Advisors
Florida
$674K +$546K +5,196 +203%
RS
436
Rakuten Securities
Japan
$668K +$338K +3,216 +72%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$661K +$799K +7,604 New
TRCT
438
Tower Research Capital (TRC)
New York
$655K -$2.69M -25,581 -77%
JG
439
Jain Global
New York
$654K -$1.9M -18,127 -71%
TCWM
440
Total Clarity Wealth Management
Illinois
$654K +$25.3K +241 +3%
BFA
441
Bragg Financial Advisors
North Carolina
$652K -$783K -7,456 -50%
MWM
442
Meridian Wealth Management
Kentucky
$643K +$89.7K +854 +13%
Teacher Retirement System of Texas
443
Teacher Retirement System of Texas
Texas
$638K -$5.61M -53,439 -88%
B
444
Bailard
California
$607K +$734K +6,981 New
SCA
445
Snowden Capital Advisors
New York
$605K +$350K +3,329 +92%
SWM
446
StoneCrest Wealth Management
Arizona
$604K +$730K +6,946 New
NW
447
NewEdge Wealth
Pennsylvania
$599K +$330K +3,142 +84%
AB
448
Amalgamated Bank
New York
$597K -$9.25K -88 -1%
CPIG
449
Chicago Partners Investment Group
Illinois
$594K +$194K +1,842 +82%
VWA
450
Visionary Wealth Advisors
Illinois
$594K +$718K +6,836 New