We are live on ! Find out more
BE icon

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
CPG
576
Cornerstone Planning Group
New Jersey
$7.16K +$2.6K +56 New
AssetMark Inc
577
AssetMark Inc
California
$5.16K -$2.93K -63 -51%
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$4.48K +$418 +9 +20%
FLFS
579
Family Legacy Financial Solutions
North Carolina
$4.4K
FFO
580
Fortitude Family Office
Arizona
$3.64K
GWP
581
Gen-Wealth Partners
Michigan
$3.64K
HBW
582
Hazlett, Burt & Watson
West Virginia
$3K +$1.81K +39 New
PWA
583
Physician Wealth Advisors
Utah
$2.62K +$511 +11 +55%
MAM
584
Meeder Asset Management
Ohio
$2.62K +$1.44K +31 New
PGAM
585
Princeton Global Asset Management
New Jersey
$2.62K +$1.44K +31 New
RWM
586
Rialto Wealth Management
New York
$2.28K
RWS
587
Retirement Wealth Solutions
Wisconsin
$2.28K +$1.25K +27 New
AW
588
Avion Wealth
Texas
$2K
BIA
589
Bell Investment Advisors
California
$1.95K -$2K -43 -65%
MAM
590
Marquette Asset Management
Minnesota
$1.52K +$836 +18 New
QCG
591
Quadrant Capital Group
Ohio
$1.44K +$789 +17 New
DWM
592
Dogwood Wealth Management
Kansas
$1.35K +$743 +16 New
WCM
593
Westend Capital Management
California
$1.01K -$1.76K -38 -76%
BCH
594
Berkshire Capital Holdings
California
$846 +$464 +10 New
RFP
595
Root Financial Partners
California
$846 +$464 +10 New
SA
596
Strategic Advocates
Utah
$592 +$325 +7 New
WANY
597
Wealthspire Advisors (New York)
New York
$508 +$279 +6 New
GSWM
598
Golden State Wealth Management
California
$169 +$93 +2 New
TFM
599
TFC Financial Management
Massachusetts
$85
PWA
600
Principia Wealth Advisory
Texas
$85 +$46 +1 New

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.