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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
SFG
626
Sovereign Financial Group
Connecticut
$462K +$158K +1,079 +46%
TCM
627
Tran Capital Management
California
$461K +$500K +3,406 New
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$460K -$1.47M -10,022 -75%
LOAMS
629
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K +$497K +3,389 New
DS
630
DRW Securities
Illinois
$454K +$492K +3,350 New
PL
631
Perpetual Ltd
Australia
$454K -$91.6K -624 -16%
Teacher Retirement System of Texas
632
Teacher Retirement System of Texas
Texas
$452K -$588K -4,005 -55%
IWC
633
Integrated Wealth Concepts
Massachusetts
$450K +$487K +3,318 New
FNT
634
First National Trust
Pennsylvania
$447K -$294K -2,000 -38%
PP
635
PDT Partners
New York
$447K
WSC
636
Wellington Shields & Co
New York
$445K -$29.1K -198 -6%
CAM
637
Cidel Asset Management
Ontario, Canada
$445K +$482K +3,281 New
FAG
638
Fortitude Advisory Group
Washington
$440K
SFI
639
Siemens Fonds Invest
Germany
$439K +$20.7K +141 +5%
CAM
640
Concorde Asset Management
Michigan
$436K +$26.9K +183 +6%
RWA
641
Redhawk Wealth Advisors
Minnesota
$435K +$471K +3,211 New
VT
642
Vise Technologies
New York
$435K
EH
643
Equitable Holdings
New York
$432K +$204K +1,393 +53%
FM
644
Family Management
New York
$419K +$454K +3,091 New
SCM
645
Sandler Capital Management
New York
$415K +$450K +3,063 New
IWM
646
IHT Wealth Management
Illinois
$414K +$448K +3,052 New
MAS
647
Meeder Advisory Services
Ohio
$413K +$23.6K +161 +6%
GAA
648
Global Assets Advisory
Florida
$411K
JWCA
649
J.W. Cole Advisors
Florida
$409K +$443K +3,018 New
GI
650
GAMMA Investing
California
$409K +$111K +753 +33%