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Bloom Energy

369 hedge funds and large institutions have $4.07B invested in Bloom Energy in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $288M | Put options by funds: $228M

19% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 115

6.48% more ownership

Funds ownership: 83.06%89.54% (+6.5%)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 370369 (-1)

4% less capital invested

Capital invested by funds: $4.22B → $4.07B (-$149M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
67
Increased
137
Reduced
115
Closed
65
Calls
$288M
Puts
$228M
Net Calls
+$60.4M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$13.9M +$64.3K +2,693 +0.4%
AllianceBernstein
52
AllianceBernstein
Tennessee
$13.8M +$387K +16,190 +2%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$13.4M -$22.2M -931,981 -58%
EAM
54
Erste Asset Management
Austria
$13M +$270K +11,323 +2%
TA
55
Trivest Advisors
Hong Kong
$12.5M -$17.7M -740,600 -54%
Connor, Clark & Lunn Investment Management (CC&L)
56
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.8M +$12.3M +516,833 +634%
PA
57
Pinnacle Associates
New York
$11.3M -$640K -26,788 -4%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$10.5M -$100K -4,198 -0.8%
TC
59
TwinBeech Capital
New York
$10.5M +$3.17M +132,964 +33%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$9.89M -$3.31M -138,806 -22%
Canada Life
61
Canada Life
Manitoba, Canada
$9.35M -$846K -35,422 -7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$8.57M -$365K -15,279 -3%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$8.43M -$725K -30,354 -7%
Jane Street
64
Jane Street
New York
$8.25M +$6.45M +270,222 +181%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$8.19M +$8.1M +339,350 +438%
Squarepoint
66
Squarepoint
New York
$8.08M -$9.55M -399,979 -49%
Swiss National Bank
67
Swiss National Bank
Switzerland
$7.84M -$124K -5,200 -1%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$7.74M +$6.67M +279,291 +244%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$7.15M +$669K +28,014 +8%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$7.12M -$797K -33,381 -8%
EA
71
Emerald Advisers
Pennsylvania
$7.09M -$200K -8,365 -2%
Wells Fargo
72
Wells Fargo
California
$6.91M +$245K +10,273 +3%
LK
73
Lumbard & Kellner
New Hampshire
$6.86M +$81.9K +3,430 +1%
PC
74
Pier Capital
Connecticut
$6.54M +$7.94M +332,688 New
CS
75
Candriam SCA
Luxembourg
$6.48M +$7.86M +329,436 New

BE Hedge Fund Activity: Q1 2025 in Review

369 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2025, worth a combined $4.07B — down 3.5% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BE positions and 65 closed out — a net gain of 2 holders — while 137 added to existing stakes and 115 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $94.4M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $22.4M sold.

  • 369 institutional investors held Bloom Energy (BE) as of Q1 2025, down from 370 in Q4 2024.
  • Funds reported $4.07B of Bloom Energy stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 67 funds opened new Bloom Energy positions in Q1 2025 and 65 closed out, a net change of +2 holders.
  • The largest Bloom Energy buyer in Q1 2025 was Whale Rock Capital Management, an estimated $94.4M added.
  • The largest Bloom Energy seller in Q1 2025 was Point72 Asset Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2025.