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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
KFAS
676
Keating Financial Advisory Services
Kansas
$39K +$47.2K +449 New
NRG
677
Nemes Rush Group
Michigan
$37.8K +$13.1K +125 +40%
MO
678
McMillan Office
Michigan
$37K +$44.8K +426 New
DWA
679
Delos Wealth Advisors
Texas
$34.8K +$42K +400 New
PFBT
680
Parkside Financial Bank & Trust
Missouri
$34.1K
NEWAS
681
N.E.W. Advisory Services
Wisconsin
$33K
KG
682
Kilter Group
New York
$30.9K +$13.1K +125 +54%
ME
683
McIlrath & Eck
Washington
$29.6K
BF
684
BOK Financial
Oklahoma
$28.4K +$210 +2 +0.6%
HFS
685
Hantz Financial Services
Michigan
$28K +$10.5K +100 +45%
WA
686
WPG Advisers
Maryland
$27.9K +$7.04K +67 +26%
PAG
687
Paladin Advisory Group
Iowa
$27.6K -$10.5K -100 -24%
SS
688
Sunbelt Securities
Texas
$24.3K
HNB
689
Huntington National Bank
Ohio
$24.3K +$8.41K +80 +40%
VWA
690
Valued Wealth Advisors
Utah
$24.1K
AssetMark Inc
691
AssetMark Inc
California
$23.6K +$22.2K +211 +346%
EP
692
Essential Partners
California
$23.2K +$525 +5 +2%
BOJHT
693
Bank of Jackson Hole Trust
Wyoming
$23K +$27.8K +265 New
CMA
694
Cedar Mountain Advisors
Oregon
$22.5K
HWA
695
Heritage Wealth Advisors
Virginia
$22.3K
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$20.9K +$19.6K +187 +353%
BBHC
697
Brown Brothers Harriman & Co
New York
$20.7K +$1.89K +18 +8%
DT
698
DV Trading
Illinois
$18.1K +$21.9K +208 New
IUHSA
699
Itau Unibanco Holding S.A.
Brazil
$18K -$284K -2,699 -93%
EC
700
Elequin Capital
New York
$18K +$21.8K +207 New