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Bloom Energy

971 hedge funds and large institutions have $32.5B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 287 funds opening new positions, 338 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% more funds holding

Funds holding: 791971 (+180)

3% less call options, than puts

Call options by funds: $3.88B | Put options by funds: $4.01B

12.51% less ownership

Funds ownership: 98.9%86.39% (-13%)

Holders
971
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.88B
Puts
$4.01B
Net Calls
Net Calls Change

Top Sellers

1 -$845M
2 -$673M
3 -$527M
4
Amundi
Amundi
France
-$351M
5
Morgan Stanley
Morgan Stanley
New York
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
MONECO Advisors
Connecticut
$680K
OMC
552
Old Mission Capital
Illinois
$678K
GC
553
Gruss & Co
Florida
$677K
SF
554
Summit Financial
New Jersey
$670K
RWA
555
Roberts Wealth Advisors
California
$664K
RS
556
Rakuten Securities
Japan
$661K
RS
557
R Squared
Hong Kong
$656K
MGP
558
Metis Global Partners
California
$655K
KF
559
Krilogy Financial
Missouri
$648K
JCM
560
Jag Capital Management
Missouri
$645K
EL
561
Essex LLC
Illinois
$644K
FFG
562
Fortem Financial Group
California
$644K
IAS
563
Insigneo Advisory Services
Florida
$643K
GVAG
564
Great Valley Advisor Group
Delaware
$638K
7WCP
565
71 West Capital Partners
Massachusetts
$631K
WSWA
566
Warren Street Wealth Advisors
California
$626K
WWM
567
Western Wealth Management
Colorado
$624K
OGC
568
Oak Grove Capital
New Hampshire
$623K
CWM
569
Centric Wealth Management
Illinois
$620K
AWM
570
Avior Wealth Management
Nebraska
$619K
AAM
571
Aureus Asset Management
Massachusetts
$616K
I
572
InceptionR
California
$615K
VDI
573
Vaughan David Investments
Illinois
$612K
ACM
574
ACT Capital Management
Pennsylvania
$610K
UM
575
UniSuper Management
Australia
$610K