BE icon

Bloom Energy

973 hedge funds and large institutions have $32.5B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 339 increasing their positions, 268 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% more funds holding

Funds holding: 792973 (+181)

3% less call options, than puts

Call options by funds: $3.88B | Put options by funds: $4.01B

12.51% less ownership

Funds ownership: 98.9%86.39% (-13%)

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.88B
Puts
$4.01B
Net Calls
Net Calls Change

Top Sellers

1 -$845M
2 -$673M
3 -$527M
4
Amundi
Amundi
France
-$351M
5
Morgan Stanley
Morgan Stanley
New York
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
551
Regal Investment Advisors
Michigan
$686K
MA
552
MONECO Advisors
Connecticut
$680K
OMC
553
Old Mission Capital
Illinois
$678K
GC
554
Gruss & Co
Florida
$677K
SF
555
Summit Financial
New Jersey
$670K
RWA
556
Roberts Wealth Advisors
California
$664K
RS
557
Rakuten Securities
Japan
$661K
RS
558
R Squared
Hong Kong
$656K
MGP
559
Metis Global Partners
California
$655K
KF
560
Krilogy Financial
Missouri
$648K
JCM
561
Jag Capital Management
Missouri
$645K
EL
562
Essex LLC
Illinois
$644K
FFG
563
Fortem Financial Group
California
$644K
IAS
564
Insigneo Advisory Services
Florida
$643K
GVAG
565
Great Valley Advisor Group
Delaware
$638K
7WCP
566
71 West Capital Partners
Massachusetts
$631K
WSWA
567
Warren Street Wealth Advisors
California
$626K
WWM
568
Western Wealth Management
Colorado
$624K
OGC
569
Oak Grove Capital
New Hampshire
$623K
CWM
570
Centric Wealth Management
Illinois
$620K
AWM
571
Avior Wealth Management
Nebraska
$619K
AAM
572
Aureus Asset Management
Massachusetts
$616K
I
573
InceptionR
California
$615K
VDI
574
Vaughan David Investments
Illinois
$612K
ACM
575
ACT Capital Management
Pennsylvania
$610K