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Bloom Energy

594 hedge funds and large institutions have $18.5B invested in Bloom Energy in 2025 Q3 according to their latest regulatory filings, with 259 funds opening new positions, 143 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:

3.61% more ownership

Funds ownership: 89.88%93.49% (+3.6%)

0% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 143

14% less call options, than puts

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

Holders
594
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
HFS
551
Hantz Financial Services
Michigan
$19K
BBHC
552
Brown Brothers Harriman & Co
New York
$18.6K
MSG
553
Main Street Group
Virginia
$18.6K
PS
554
Principal Securities
Iowa
$18.1K
VFM
555
Vision Financial Markets
Connecticut
$16.9K
HNB
556
Huntington National Bank
Ohio
$16.9K
CSC
557
Caldwell Sutter Capital
California
$16.9K
ATC
558
Adirondack Trust Company
New York
$16.9K
LFG
559
Larson Financial Group
Missouri
$13.3K
TWC
560
TD Waterhouse Canada
Ontario, Canada
$10.8K
UOTTAIMCU
561
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.7K
JWA
562
JFS Wealth Advisors
Pennsylvania
$10.6K
GA
563
GoalVest Advisory
New York
$10.1K
MA
564
MCF Advisors
Kentucky
$9.81K
TWD
565
True Wealth Design
Ohio
$9.13K
BCM
566
Blume Capital Management
California
$8.46K
MEG
567
Millstone Evans Group
Colorado
$8.46K
AEPWM
568
Atlantic Edge Private Wealth Management
Florida
$8.46K
BFS
569
Bare Financial Services
Pennsylvania
$7.95K
OA
570
Operose Advisors
Wisconsin
$7.87K
CPG
571
Cornerstone Planning Group
New Jersey
$7.16K
AssetMark Inc
572
AssetMark Inc
California
$5.16K
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$4.48K
FLFS
574
Family Legacy Financial Solutions
North Carolina
$4.4K
FFO
575
Fortitude Family Office
Arizona
$3.64K