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Bloom Energy
BE

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
600
Holders Change
+215
Holders Change %
+55.84%
% of All Funds
7.87%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.3%
New
261
Increased
144
Reduced
145
Closed
45
Calls
$2.23B
Puts
$2.59B
Net Calls
-$361M
Net Calls Change
-$466M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$271M
2
UBS Group
UBS Group
Switzerland
+$200M
3
TA
Trivest Advisors
Hong Kong
+$149M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$149M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$123M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$727M
2
Two Sigma Investments
Two Sigma Investments
New York
-$131M
3
Morgan Stanley
Morgan Stanley
New York
-$115M
4
Squarepoint
Squarepoint
New York
-$105M
5
Man Group
Man Group
United Kingdom
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
451
Sovereign Financial Group
Connecticut
$271K +$149K +3,201 New
MOS
452
MGO One Seven
Ohio
$264K +$145K +3,121 New
EHC
453
Everett Harris & Co
California
$262K +$144K +3,100 New
PG
454
Patten Group
Tennessee
$261K +$143K +3,087 New
BC
455
Bridgefront Capital
Texas
$261K +$143K +3,081 New
CG
456
Caprock Group
Idaho
$259K +$227K +4,897 New
AWM
457
Axxcess Wealth Management
California
$259K +$142K +3,064 New
CAM
458
Cobblestone Asset Management
Virginia
$258K +$142K +3,050 New
CGA
459
Crescent Grove Advisors
Illinois
$258K +$142K +3,050 New
CWG
460
Cornerstone Wealth Group
North Carolina
$257K +$141K +3,035 New
CPIG
461
Chicago Partners Investment Group
Illinois
$256K +$105K +2,260 New
EAM
462
Eschler Asset Management
United Kingdom
$254K -$30.3M -652,000 -100%
CCM
463
Chilton Capital Management
Texas
$254K -$372K -8,000 -73%
DWP
464
Daymark Wealth Partners
Ohio
$254K +$139K +3,000 New
EH
465
Equitable Holdings
New York
$250K +$137K +2,960 New
DTL
466
Dynamic Technology Lab
Singapore
$249K +$137K +2,950 New
RBI
467
Raiffeisen Bank International
Austria
$247K -$59.7K -1,285 -27%
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$246K -$136K -2,935 -50%
CPRC
469
Consolidated Portfolio Review Corp
New York
$244K +$134K +2,890 New
MFG
470
Merit Financial Group
Georgia
$242K +$133K +2,864 New
PCIA
471
Prime Capital Investment Advisors
Kansas
$239K +$131K +2,830 New
BRWA
472
B. Riley Wealth Advisors
Florida
$237K +$130K +2,800 New
IF
473
Intrua Financial
Texas
$237K +$130K +2,800 New
CL
474
Choreo LLC
Illinois
$235K +$129K +2,780 New
EI
475
Ethic Inc
New York
$234K +$129K +2,770 New
17 18
19
20 21

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.