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