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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: 423 (+19)

270% more capital invested

Capital invested by funds: $4.99B → $18.5B (+$13.5B)

56% more funds holding

Funds holding: 385600 (+215)

3.64% more ownership

Funds ownership: 89.92%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
CMA
551
Cedar Mountain Advisors
Oregon
$21.9K
HWA
552
Heritage Wealth Advisors
Virginia
$21.7K
WA
553
WPG Advisers
Maryland
$21.5K
BAM
554
BOCHK Asset Management
Hong Kong
$21.1K +$11.6K +250 New
KG
555
Kilter Group
New York
$19.5K +$3.76K +81 +54%
HFS
556
Hantz Financial Services
Michigan
$19K +$10.2K +220 New
BBHC
557
Brown Brothers Harriman & Co
New York
$18.6K
MSG
558
Main Street Group
Virginia
$18.6K
PS
559
Principal Securities
Iowa
$18.1K -$232 -5 -2%
VFM
560
Vision Financial Markets
Connecticut
$16.9K -$37.2K -800 -80%
CSC
561
Caldwell Sutter Capital
California
$16.9K
HNB
562
Huntington National Bank
Ohio
$16.9K
ATC
563
Adirondack Trust Company
New York
$16.9K
LFG
564
Larson Financial Group
Missouri
$13.3K -$1.11K -24 -13%
TWC
565
TD Waterhouse Canada
Ontario, Canada
$10.8K +$5.57K +120 New
UOTTAIMCU
566
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.7K +$5.85K +126 New
JWA
567
JFS Wealth Advisors
Pennsylvania
$10.6K
GA
568
GoalVest Advisory
New York
$10.1K +$5.57K +120 New
MA
569
MCF Advisors
Kentucky
$9.81K +$5.39K +116 New
TWD
570
True Wealth Design
Ohio
$9.13K
BCM
571
Blume Capital Management
California
$8.46K
MEG
572
Millstone Evans Group
Colorado
$8.46K
AEPWM
573
Atlantic Edge Private Wealth Management
Florida
$8.46K +$4.64K +100 New
BFS
574
Bare Financial Services
Pennsylvania
$7.95K +$743 +16 +21%
OA
575
Operose Advisors
Wisconsin
$7.87K -$9.29K -200 -68%

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 — up 270% from $4.99B a quarter earlier.

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