We are live on ! Find out more
BE icon

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
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$512K -$4.68M -44,588 -88%
FIA
477
FNY Investment Advisers
New York
$505K -$652K -6,208 -52%
RWM
478
Ritholtz Wealth Management
New York
$501K +$9.14K +87 +2%
RWA
479
Roberts Wealth Advisors
California
$500K -$21K -200 -3%
CG
480
Caprock Group
Idaho
$492K +$80.3K +764 +16%
MCM
481
MAI Capital Management
Ohio
$491K +$315 +3 +0.1%
SRC
482
Sage Rhino Capital
California
$490K -$155K -1,479 -21%
FFM
483
Forum Financial Management
Illinois
$489K +$525 +5 +0.1%
VCM
484
Virtue Capital Management
Tennessee
$486K +$518K +4,926 New
VCM
485
Voleon Capital Management
California
$486K -$1.11M -10,534 -65%
CFG
486
Citizens Financial Group
Rhode Island
$486K +$587K +5,588 New
VT
487
Volterra Technologies
New York
$485K +$586K +5,580 New
OIA
488
OneDigital Investment Advisors
Kansas
$482K +$582K +5,542 New
LOAMU
489
Lombard Odier Asset Management (USA)
New York
$479K -$2.05M -19,490 -78%
ATPW
490
Ashton Thomas Private Wealth
Arizona
$478K +$579K +5,506 New
VI
491
Vestcor Inc
New Brunswick, Canada
$478K +$462K +4,400 +400%
SPWM
492
Straight Path Wealth Management
Michigan
$478K -$788K -7,500 -58%
GC
493
Gruss & Co
Florida
$478K +$52.5K +500 +10%
DC
494
Defender Capital
North Carolina
$476K +$578K +5,500 New
Schroder Investment Management Group
495
Schroder Investment Management Group
United Kingdom
$472K +$568K +5,404 New
GKWIM
496
Gerber Kawasaki Wealth & Investment Management
California
$470K +$569K +5,412 New
RAG
497
RIA Advisory Group
Iowa
$468K +$566K +5,384 New
WANY
498
Wealthspire Advisors (New York)
New York
$462K +$558K +5,306 +88,433%
FMI
499
F/M Investments
District of Columbia
$461K +$558K +5,306 New
FNT
500
First National Trust
Pennsylvania
$461K -$78.1K -743 -12%