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Bloom Energy

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 β†’ 23 (+19)

270% more capital invested

Capital invested by funds: $4.99B β†’ $18.5B (+$13.5B)

56% more funds holding

Funds holding: 385 β†’ 600 (+215)

3.64% more ownership

Funds ownership: 89.92% β†’ 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
7.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$58.4K -$650 -14 -2%
N
527
Natixis
France
$57.8K – – –
RIL
528
Rothschild Investment LLC
Illinois
$57.5K +$13.5K +290 +74%
TFIPS
529
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.7K -$20K -430 -39%
MA
530
Montag & Associates
Georgia
$53.3K +$511 +11 +2%
OP
531
ORG Partners
Indiana
$49.5K +$27.2K +585 New
CFFP
532
Center for Financial Planning
Michigan
$49K – – –
SCM
533
Sterling Capital Management
North Carolina
$44.1K +$1.25K +27 +5%
EFMH
534
E Fund Management (HK)
Hong Kong
$42.4K +$23.3K +501 New
C
535
Covestor
United Kingdom
$42K -$5.2K -112 -18%
CWM
536
Cranbrook Wealth Management
Michigan
$39.1K +$21.5K +462 New
GXJ
537
Global X Japan
Japan
$38.6K -$2.37K -51 -10%
RA
538
Rise Advisors
New York
$35.9K – – –
PAG
539
Paladin Advisory Group
Iowa
$35.4K – – –
PFBT
540
Parkside Financial Bank & Trust
Missouri
$33.2K +$13.1K +281 +251%
NEWAS
541
N.E.W. Advisory Services
Wisconsin
$32.1K +$17.6K +380 New
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$31.5K +$17.3K +373 New
ME
543
McIlrath & Eck
Washington
$28.8K -$139 -3 -0.9%
BF
544
BOK Financial
Oklahoma
$27.5K – – –
MAFA
545
MJT & Associates Financial Advisory
Minnesota
$26.6K -$12.3K -265 -46%
NRG
546
Nemes Rush Group
Michigan
$26.2K – – –
AAS
547
Ameritas Advisory Services
Nebraska
$25.4K -$4.09K -88 -23%
SS
548
Sunbelt Securities
Texas
$23.7K – – –
VWA
549
Valued Wealth Advisors
Utah
$23.4K – – –
EP
550
Essential Partners
California
$22.2K – – –

BE Hedge Fund Activity: Q3 2025 in Review

600 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2025, worth a combined $18.5B β€” up 270% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 261 funds opened new BE positions and 45 closed out β€” a net gain of 216 holders β€” 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.