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Bloom Energy

796 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 79

33% more funds holding

Funds holding: 600796 (+196)

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)

5.37% more ownership

Funds ownership: 93.56%98.94% (+5.4%)

6% less call options, than puts

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

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
796
Holders Change
+196
Holders Change %
+32.67%
% of All Funds
9.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.26%
New
289
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
VWA
451
Visionary Wealth Advisors
Illinois
$594K +$718K +6,836 New
PWMAG
452
Pinnacle Wealth Management Advisory Group
New Jersey
$592K
FT
453
Fiduciary Trust
Massachusetts
$572K -$60.4K -575 -8%
SWP
454
Stratos Wealth Partners
Ohio
$571K -$773K -7,355 -53%
CG
455
CFO4Life Group
Texas
$568K -$105K -999 -13%
WSFS
456
Wilmington Savings Fund Society
Delaware
$560K -$138K -1,312 -17%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$556K -$63K -600 -9%
LCM
458
Lazari Capital Management
California
$556K -$128K -1,220 -16%
SPIA
459
Steward Partners Investment Advisory
New York
$555K -$140K -1,332 -17%
QCM
460
QRG Capital Management
Illinois
$554K +$241K +2,295 +56%
LRWA
461
Long Run Wealth Advisors
New York
$547K -$10.5K -100 -2%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$547K +$124K +1,183 +23%
ECM
463
Everence Capital Management
Indiana
$545K +$80.8K +769 +14%
TPW
464
Transatlantique Private Wealth
New York
$534K -$380K -3,619 -37%
Assenagon Asset Management
465
Assenagon Asset Management
Luxembourg
$534K +$645K +6,141 New
FVWA
466
Foster Victor Wealth Advisors
South Carolina
$532K +$374K +3,558 New
SC
467
Sykon Capital
New York
$531K
A
468
AlphaQuest
New York
$529K +$26.7K +254 +4%
EWM
469
Empirical Wealth Management
Washington
$527K -$171K -1,630 -21%
PL
470
Parkwood LLC
Ohio
$519K +$628K +5,978 New
AWA
471
Arkadios Wealth Advisors
Georgia
$516K -$38.5K -366 -6%
PAG
472
Private Advisor Group
New Jersey
$516K -$1.26K -12 -0.2%
CFMC
473
Curbstone Financial Management Corp
New Hampshire
$513K
I
474
InterCapital
Texas
$513K +$620K +5,902 New
SAM
475
Seelaus Asset Management
New Jersey
$512K -$580K -5,524 -48%