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Bloom Energy

977 hedge funds and large institutions have $31.7B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 90

59% more capital invested

Capital invested by funds: $19.9B → $31.7B (+$11.8B)

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

27% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 269

23% more funds holding

Funds holding: 794977 (+183)

5% less call options, than puts

Call options by funds: $3.83B | Put options by funds: $4.01B

14.81% less ownership

Funds ownership: 98.92%84.11% (-15%)

Holders
977
Holders Change
+183
Holders Change %
+23.05%
% of All Funds
12.03%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
286
Increased
342
Reduced
269
Closed
90
Calls
$3.83B
Puts
$4.01B
Net Calls
-$183M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
$522K -$8.95K -61 -2%
CFO
602
Callan Family Office
Pennsylvania
$520K +$67.8K +462 +14%
ADEF
603
ABS Direct Equity Fund
Connecticut
$520K +$264K +1,800 New
CCG
604
Capital CS Group
California
$511K +$553K +3,770 New
Thrivent Financial for Lutherans
605
Thrivent Financial for Lutherans
Minnesota
$502K -$203K -1,384 -26%
FFN
606
Focus Financial Network
Minnesota
$501K +$542K +3,696 New
IAN
607
Integrated Advisors Network
Texas
$500K -$75.4K -514 -12%
GS
608
GWN Securities
Florida
$500K +$33.5K +228 +7%
NW
609
NewEdge Wealth
Pennsylvania
$499K -$471K -3,207 -47%
BFIC
610
Bedell Frazier Investment Counselling
California
$498K -$102K -692 -16%
Robeco Institutional Asset Management
611
Robeco Institutional Asset Management
Netherlands
$497K +$538K +3,666 New
AWM
612
Apollon Wealth Management
South Carolina
$496K +$116K +792 +28%
MK
613
MASTERINVEST Kapitalanlage
$491K +$532K +3,625 New
LCC
614
Lincoln Capital Corp
Rhode Island
$486K +$527K +3,590 New
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$482K -$15K -102 -3%
SI
616
Stephens Inc
Arkansas
$477K +$45.2K +308 +10%
AWM
617
AE Wealth Management
Kansas
$477K +$76.2K +519 +17%
HBCM
618
Heron Bay Capital Management
Michigan
$476K
BFA
619
Bragg Financial Advisors
North Carolina
$474K -$587K -4,000 -53%
AWM
620
Adams Wealth Management
Utah
$474K
CI
621
CacheTech Inc
Utah
$474K
GTAM
622
Global Trust Asset Management
Florida
$467K
AFG
623
Atomi Financial Group
New York
$467K +$5.58K +38 +1%
HWM
624
HB Wealth Management
Georgia
$466K +$7.92K +54 +2%
BRWA
625
B. Riley Wealth Advisors
Florida
$464K -$130K -887 -19%