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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
HIM
701
Hillsdale Investment Management
Ontario, Canada
$293K +$317K +2,160 New
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$686K -4,675 -69%
ORG
703
Optimist Retirement Group
Washington
$288K +$312K +2,129 New
EWA
704
Exencial Wealth Advisors
Oklahoma
$285K +$308K +2,100 New
MHI
705
Miller Howard Investments
New York
$284K +$308K +2,098 New
CI
706
Cigna Investments
Connecticut
$284K +$307K +2,095 New
KeyBank National Association
707
KeyBank National Association
Ohio
$282K +$306K +2,083 New
CA
708
CoreCap Advisors
Michigan
$277K +$109K +746 +58%
UCFA
709
United Capital Financial Advisors
Texas
$276K +$299K +2,035 New
SCM
710
Schnieders Capital Management
California
$274K +$297K +2,025 New
EL
711
EWA LLC
Pennsylvania
$273K +$296K +2,017 New
TCM
712
Tuttle Capital Management
Connecticut
$272K +$295K +2,007 New
CCM
713
Coldstream Capital Management
Washington
$272K +$294K +2,004 New
WA
714
WealthTrust Axiom
Pennsylvania
$271K +$294K +2,003 New
MC
715
Mathes Company
New York
$271K +$294K +2,000 New
CAIMH
716
Central Asset Investments & Management Holdings
Hong Kong
$271K -$871K -5,938 -75%
DC
717
Defender Capital
North Carolina
$271K -$514K -3,500 -64%
FLC
718
Fifth Lane Capital
Texas
$271K -$294K -2,000 -50%
HA
719
Harbor Advisors
Florida
$271K -$147K -1,000 -33%
UWPG
720
Ullmann Wealth Partners Group
Florida
$271K
EP
721
EPIQ Partners
Minnesota
$271K +$294K +2,000 New
T
722
TrueFG
Texas
$271K +$294K +2,000 New
MOS
723
MGO One Seven
Ohio
$270K -$165K -1,121 -36%
CCFM
724
Clear Creek Financial Management
Washington
$267K +$289K +1,971 New
CRI
725
Colonial River Investments
Virginia
$264K +$286K +1,950 New