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Bloom Energy

977 hedge funds and large institutions have $31.7B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 90

59% more capital invested

Capital invested by funds: $19.9B → $31.7B (+$11.8B)

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

27% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 269

23% more funds holding

Funds holding: 794977 (+183)

5% less call options, than puts

Call options by funds: $3.83B | Put options by funds: $4.01B

14.81% less ownership

Funds ownership: 98.92%84.11% (-15%)

Holders
977
Holders Change
+183
Holders Change %
+23.05%
% of All Funds
12.03%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
286
Increased
342
Reduced
269
Closed
90
Calls
$3.83B
Puts
$4.01B
Net Calls
-$183M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
AV
551
Aspiring Ventures
Ohio
$693K +$16.4K +112 +2%
CWG
552
Cornerstone Wealth Group
North Carolina
$691K +$12.9K +88 +3%
RIA
553
Regal Investment Advisors
Michigan
$686K +$743K +5,062 New
MA
554
MONECO Advisors
Connecticut
$680K +$737K +5,022 New
OMC
555
Old Mission Capital
Illinois
$678K +$735K +5,007 New
GC
556
Gruss & Co
Florida
$677K -$73.4K -500 -9%
SF
557
Summit Financial
New Jersey
$670K +$726K +4,944 New
RWA
558
Roberts Wealth Advisors
California
$664K -$126K -859 -15%
RS
559
Rakuten Securities
Japan
$661K -$413K -2,815 -37%
RS
560
R Squared
Hong Kong
$656K -$447K -3,047 -39%
MGP
561
Metis Global Partners
California
$655K +$709K +4,831 New
KF
562
Krilogy Financial
Missouri
$648K +$37.1K +253 +9%
JCM
563
Jag Capital Management
Missouri
$645K +$250K +1,701 +56%
EL
564
Essex LLC
Illinois
$644K
FFG
565
Fortem Financial Group
California
$644K +$73.4K +500 +12%
IAS
566
Insigneo Advisory Services
Florida
$643K +$40.1K +273 +6%
GVAG
567
Great Valley Advisor Group
Delaware
$638K +$690K +4,704 New
7WCP
568
71 West Capital Partners
Massachusetts
$631K +$684K +4,660 New
WSWA
569
Warren Street Wealth Advisors
California
$626K +$678K +4,620 New
WWM
570
Western Wealth Management
Colorado
$624K +$676K +4,604 New
OGC
571
Oak Grove Capital
New Hampshire
$623K +$675K +4,600 New
CWM
572
Centric Wealth Management
Illinois
$620K
AWM
573
Avior Wealth Management
Nebraska
$619K +$1.76K +12 +0.3%
AAM
574
Aureus Asset Management
Massachusetts
$616K +$668K +4,549 New
I
575
InceptionR
California
$615K +$666K +4,538 New