Bloom Energy
982 hedge funds and large institutions have $31.7B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 287 funds opening new positions, 344 increasing their positions, 271 reducing their positions, and 92 closing their positions.
212% more first-time investments, than exits
New positions opened: 287 | Existing positions closed: 92
59% more capital invested
Capital invested by funds: $19.9B → $31.7B (+$11.8B)
52% more funds holding in top 10
Funds holding in top 10: 21 → 32 (+11)
27% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 271
23% more funds holding
Funds holding: 799 → 982 (+183)
5% less call options, than puts
Call options by funds: $3.83B | Put options by funds: $4.01B
15.34% less ownership
Funds ownership: 98.94% → 83.6% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.04B |
| 2 |
Jennison Associates
New York
|
+$392M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$261M |
| 4 |
Two Sigma Investments
New York
|
+$236M |
| 5 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$845M |
| 2 |
D.E. Shaw & Co
New York
|
-$673M |
| 3 |
SA
Situational Awareness
San Francisco,
California
|
-$527M |
| 4 |
Amundi
Paris,
France
|
-$351M |
| 5 |
Morgan Stanley
New York
|
-$251M |
BE Hedge Fund Activity: Q1 2026 in Review
982 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2026, worth a combined $31.7B — up 59% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 287 funds opened new BE positions and 92 closed out — a net gain of 195 holders — while 344 added to existing stakes and 271 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.04B. The largest seller was Ameriprise, cutting an estimated $845M.
- 982 institutional investors held Bloom Energy (BE) as of Q1 2026, up from 799 in Q4 2025.
- Funds reported $31.7B of Bloom Energy stock for Q1 2026, up 59% quarter-over-quarter.
- 287 funds opened new Bloom Energy positions in Q1 2026 and 92 closed out, a net change of +195 holders.
- The largest Bloom Energy buyer in Q1 2026 was Goldman Sachs, an estimated $1.04B added.
- The largest Bloom Energy seller in Q1 2026 was Ameriprise, an estimated $845M sold.
Based on aggregated 13F filings for Q1 2026.