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Bloom Energy

795 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 79

33% more funds holding

Funds holding: 600795 (+195)

14% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 212

8% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.39B)

5.36% more ownership

Funds ownership: 93.56%98.92% (+5.4%)

6% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.64B

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
795
Holders Change
+195
Holders Change %
+32.5%
% of All Funds
9.67%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.24%
New
288
Increased
242
Reduced
212
Closed
79
Calls
$2.48B
Puts
$2.64B
Net Calls
-$162M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$336K +$406K +3,868 New
CWM
552
Centric Wealth Management
Illinois
$335K
DBRC
553
D.B. Root & Company
Pennsylvania
$330K +$399K +3,793 New
II
554
Inspire Investing
Idaho
$328K -$41.8K -398 -10%
MFG
555
Merit Financial Group
Georgia
$323K +$90.3K +859 +30%
RBI
556
Raiffeisen Bank International
Austria
$323K +$24.3K +231 +7%
NF
557
Nikulski Financial
Iowa
$322K +$389K +3,706 New
NFG
558
Nations Financial Group
Iowa
$322K +$389K +3,701 New
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$318K +$2K +19 +0.5%
OIMU
560
Osmosis Investment Management UK
United Kingdom
$315K +$381K +3,624 New
BCV
561
Banque Cantonale Vaudoise
Switzerland
$313K -$221K -2,105 -37%
SOADOR
562
State of Alaska Department of Revenue
Alaska
$309K +$374K +3,558 New
HBCM
563
Heron Bay Capital Management
Michigan
$305K
AWM
564
Adams Wealth Management
Utah
$304K
CI
565
CacheTech Inc
Utah
$304K
WSC
566
Wellington Shields & Co
New York
$303K -$40.2K -383 -10%
GS
567
GWN Securities
Florida
$301K +$364K +3,462 New
Aberdeen Group
568
Aberdeen Group
United Kingdom
$300K +$362K +3,450 New
GTAM
569
Global Trust Asset Management
Florida
$299K
AFG
570
Atomi Financial Group
New York
$296K +$358K +3,407 New
WG
571
Winton Group
United Kingdom
$295K +$357K +3,400 New
HWM
572
HB Wealth Management
Georgia
$294K -$17.5K -167 -5%
CFO
573
Callan Family Office
Pennsylvania
$293K +$355K +3,376 New
Calamos Advisors
574
Calamos Advisors
Illinois
$287K +$347K +3,300 New
PP
575
PDT Partners
New York
$287K +$347K +3,300 New