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Bloom Energy

593 hedge funds and large institutions have $18.4B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 141 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.14% more ownership

Funds ownership: 89.88%93.02% (+3.1%)

1% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 143

14% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $2.59B

Holders
593
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.23B
Puts
$2.59B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$53.3K
OP
527
ORG Partners
Indiana
$49.5K
CFFP
528
Center for Financial Planning
Michigan
$49K
SCM
529
Sterling Capital Management
North Carolina
$44.1K
EFMH
530
E Fund Management (HK)
Hong Kong
$42.4K
C
531
Covestor
United Kingdom
$42K
CWM
532
Cranbrook Wealth Management
Michigan
$39.1K
GXJ
533
Global X Japan
Japan
$38.6K
RA
534
Rise Advisors
New York
$35.9K
PAG
535
Paladin Advisory Group
Iowa
$35.4K
PFBT
536
Parkside Financial Bank & Trust
Missouri
$33.2K
NEWAS
537
N.E.W. Advisory Services
Wisconsin
$32.1K
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$31.5K
ME
539
McIlrath & Eck
Washington
$28.8K
BF
540
BOK Financial
Oklahoma
$27.5K
MAFA
541
MJT & Associates Financial Advisory
Minnesota
$26.6K
NRG
542
Nemes Rush Group
Michigan
$26.2K
AAS
543
Ameritas Advisory Services
Nebraska
$25.4K
SS
544
Sunbelt Securities
Texas
$23.7K
VWA
545
Valued Wealth Advisors
Utah
$23.4K
CMA
546
Cedar Mountain Advisors
Oregon
$21.9K
HWA
547
Heritage Wealth Advisors
Virginia
$21.7K
WA
548
WPG Advisers
Maryland
$21.5K
BAM
549
BOCHK Asset Management
Hong Kong
$21.1K
HFS
550
Hantz Financial Services
Michigan
$19K