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Bloom Energy

795 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 79

33% more funds holding

Funds holding: 600795 (+195)

14% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 212

8% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.39B)

5.36% more ownership

Funds ownership: 93.56%98.92% (+5.4%)

6% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.64B

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
795
Holders Change
+195
Holders Change %
+32.5%
% of All Funds
9.67%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.24%
New
288
Increased
242
Reduced
212
Closed
79
Calls
$2.48B
Puts
$2.64B
Net Calls
-$162M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
651
Basecamp Wealth Advisors
Washington
$83.1K +$100K +956 New
IIM
652
IFC & Insurance Marketing
California
$82K +$98.8K +940 New
WT
653
Whittier Trust
California
$75.3K
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$74.6K +$90.3K +859 New
EWA
655
EverSource Wealth Advisors
Alabama
$68.2K +$841 +8 +1%
S
656
Sachetta
Massachusetts
$63.9K
GWP
657
Gen-Wealth Partners
Michigan
$61K +$69.2K +659 +1,533%
UB
658
UMB Bank
Missouri
$60.8K +$73.5K +700 New
AI
659
Amplify Investments
Illinois
$60.8K +$35.6K +339 +21%
FWM
660
Focused Wealth Management
New York
$56.5K +$68.3K +650 New
SAG
661
SageView Advisory Group
California
$55.1K +$66.6K +634 New
OP
662
ORG Partners
Indiana
$54.6K +$4.52K +43 +7%
AAP
663
Arax Advisory Partners
Colorado
$53.4K -$895K -8,514 -93%
MMCM
664
Murphy & Mullick Capital Management
New York
$52.1K +$10.5K +100 +20%
RIL
665
Rothschild Investment LLC
Illinois
$50.5K -$10.4K -99 -15%
BT
666
Banque Transatlantique
France
$50.3K -$533K -5,074 -91%
CFFP
667
Center for Financial Planning
Michigan
$50.3K
KAS
668
Kemnay Advisory Services
New York
$49.4K +$59.8K +569 New
TFM
669
TFC Financial Management
Massachusetts
$49.3K +$59.5K +566 +56,600%
RA
670
RiverPark Advisors
New York
$48.7K -$88.8K -845 -60%
C
671
Covestor
United Kingdom
$44K +$630 +6 +1%
GCS
672
Gordian Capital (Singapore)
Singapore
$43.4K -$105K -1,000 -67%
LWM
673
Lodestone Wealth Management
Washington
$43.4K +$52.5K +500 New
CWM
674
Cranbrook Wealth Management
Michigan
$40.1K
GXJ
675
Global X Japan
Japan
$39.6K