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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
LNWTC
651
Laird Norton Wetherby Trust Company
Washington
$407K +$441K +3,004 New
MCB
652
Morton Community Bank
Illinois
$406K +$440K +3,000 New
TWM
653
TRB Wealth Management
Texas
$406K +$440K +3,000 New
LA
654
LVW Advisors
New York
$406K +$440K +2,996 New
MWM
655
MOR Wealth Management
Pennsylvania
$398K -$44K -300 -9%
SOW
656
State of Wyoming
Wyoming
$395K -$179K -1,218 -29%
PG
657
Patten Group
Tennessee
$392K -$6.9K -47 -2%
OL
658
Odyssean LLC
Connecticut
$390K +$422K +2,875 New
KCP
659
Kera Capital Partners
California
$389K +$1.17K +8 +0.3%
HIC
660
Holderness Investments Company
North Carolina
$388K +$421K +2,866 New
YCM
661
Yousif Capital Management
Michigan
$385K +$15.1K +103 +4%
PSCM
662
Per Stirling Capital Management
Texas
$382K
SC
663
Scotia Capital
Ontario, Canada
$379K +$410K +2,796 New
DC
664
Davenport & Co
Virginia
$377K +$32.6K +222 +9%
GS
665
GTS Securities
New York
$375K -$21.3K -145 -5%
HWAM
666
Hennion & Walsh Asset Management
New Jersey
$375K +$407K +2,771 New
FTWA
667
Fifth Third Wealth Advisors
Ohio
$375K +$406K +2,767 New
NFSG
668
Newbridge Financial Services Group
Florida
$368K +$12.9K +88 +3%
DWT
669
Dorsey & Whitney Trust
South Dakota
$367K -$369K -2,514 -48%
MC
670
Matisse Capital
Oregon
$366K +$396K +2,700 New
IA
671
Inspire Advisors
Idaho
$365K +$395K +2,692 New
MAM
672
Montchanin Asset Management
Delaware
$360K +$390K +2,655 New
DADC
673
D.A. Davidson & Co
Montana
$360K +$11K +75 +3%
FC
674
Financial Consulate
Maryland
$353K +$3.52K +24 +0.9%
NFG
675
Nations Financial Group
Iowa
$353K -$161K -1,095 -30%