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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
Charles Schwab
26
Charles Schwab
California
$160M +$5.29M +50,323 +3%
Invesco
27
Invesco
Georgia
$160M +$38.7M +368,164 +25%
ClearBridge Investments
28
ClearBridge Investments
New York
$153M -$74.9M -712,770 -29%
Capital World Investors
29
Capital World Investors
California
$152M +$4.64M +44,155 +3%
HRCM
30
Hood River Capital Management
Florida
$135M +$163M +1,555,734 New
N
31
Nuveen
North Carolina
$127M +$4.54M +43,172 +3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$116M +$58.9M +560,953 +72%
WRCM
33
Whale Rock Capital Management
Massachusetts
$116M -$351M -3,341,350 -71%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$114M -$140M -1,329,100 -50%
Raymond James Financial
35
Raymond James Financial
Florida
$110M -$39.4M -374,827 -23%
Handelsbanken Fonder
36
Handelsbanken Fonder
Sweden
$108M -$2.85M -27,160 -2%
ECP
37
Elemental Capital Partners
California
$102M -$3.14M -29,892 -2%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$102M -$231M -2,201,741 -65%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$99.5M -$55.7M -529,986 -32%
TA
40
Trivest Advisors
Hong Kong
$97.8M -$241M -2,295,000 -67%
Deutsche Bank
41
Deutsche Bank
Germany
$80.1M +$21.6M +205,423 +29%
Citadel Advisors
42
Citadel Advisors
Florida
$77.8M -$32.2M -306,835 -26%
JP Morgan Chase
43
JP Morgan Chase
New York
$77.7M -$159M -1,510,543 -63%
PCH
44
Polar Capital Holdings
United Kingdom
$76.2M +$92.2M +877,359 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$71M +$55M +523,771 +178%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$69.6M +$57.4M +546,147 +214%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$66.8M +$35.2M +335,296 +77%
DFO
48
Duquesne Family Office
New York
$64.3M +$77.8M +740,545 New
UBS AM
49
UBS AM
Illinois
$62.6M +$32M +304,788 +73%
Wells Fargo
50
Wells Fargo
California
$60.2M -$91.6M -872,241 -56%