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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
ACM
726
Accent Capital Management
Ohio
$8.69K +$10.5K +100 New
ADL
727
Asset Dedication LLC
California
$8.69K +$10.5K +100 New
TFA
728
Toth Financial Advisory
Virginia
$8.69K +$10.5K +100 New
MAM
729
Meeder Asset Management
Ohio
$8.17K +$6.62K +63 +203%
OA
730
Operose Advisors
Wisconsin
$8.08K
VWA
731
VSM Wealth Advisory
Maryland
$7.39K +$8.93K +85 New
BFS
732
Bare Financial Services
Pennsylvania
$7.13K -$1.26K -12 -13%
DWM
733
Darwin Wealth Management
Florida
$6.08K +$7.36K +70 New
RFP
734
Root Financial Partners
California
$5.82K +$5.99K +57 +570%
BIA
735
Bell Investment Advisors
California
$5.39K +$4.1K +39 +170%
MAFA
736
MJT & Associates Financial Advisory
Minnesota
$4.34K -$27.8K -265 -84%
BSB
737
Bangor Savings Bank
Maine
$4.34K +$5.25K +50 New
SWM
738
Spire Wealth Management
Virginia
$4.34K +$5.25K +50 New
WAG
739
Wilkerson Advisory Group
Missouri
$4.34K +$5.25K +50 New
FFO
740
Fortitude Family Office
Arizona
$4.26K +$630 +6 +14%
MA
741
MCF Advisors
Kentucky
$4.17K -$7.14K -68 -59%
HBW
742
Hazlett, Burt & Watson
West Virginia
$4K +$1.37K +13 +33%
DWM
743
Dogwood Wealth Management
Kansas
$3.39K +$2.42K +23 +144%
PWA
744
Physician Wealth Advisors
Utah
$3.13K +$525 +5 +16%
RWS
745
Retirement Wealth Solutions
Wisconsin
$2.96K +$735 +7 +26%
PWMG
746
Private Wealth Management Group
New Jersey
$2.96K +$3.57K +34 New
PGAM
747
Princeton Global Asset Management
New Jersey
$2.69K
RWM
748
Rialto Wealth Management
New York
$2.69K +$420 +4 +15%
SHIM
749
Stone House Investment Management
Pennsylvania
$2.69K +$3.26K +31 New
VCM
750
Versant Capital Management
Arizona
$2.35K +$2.84K +27 New