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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
AW
751
Avion Wealth
Texas
$2K +$525 +5 +19%
RBC
752
Roble Belko & Company
Pennsylvania
$2K +$2.42K +23 New
WIM
753
Westside Investment Management
California
$1.91K +$2.31K +22 New
GK
754
Graney & King
New York
$1.82K +$2.21K +21 New
MCM
755
Manchester Capital Management
Vermont
$1.74K -$111K -1,057 -98%
BCH
756
Berkshire Capital Holdings
California
$1.74K +$1.05K +10 +100%
CIA
757
Cape Investment Advisory
Georgia
$1.74K +$2.1K +20 New
LWANC
758
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74K +$2.1K +20 New
NECFA
759
New England Capital Financial Advisors
Connecticut
$1.74K +$2.1K +20 New
IAS
760
IMA Advisory Services
Colorado
$1.74K +$2.1K +20 New
MAM
761
Marquette Asset Management
Minnesota
$1.56K
AAG
762
Armstrong Advisory Group
Massachusetts
$1.3K +$1.58K +15 New
TAM
763
Tucker Asset Management
Colorado
$1.3K +$1.58K +15 New
WCM
764
Westend Capital Management
California
$1.04K
NSIM
765
North Star Investment Management
Illinois
$956 +$1.16K +11 New
PAMS
766
Pinpoint Asset Management (Singapore)
$869 -$204K -1,938 -99%
GGI
767
Godsey & Gibb Inc
Virginia
$869 +$1.05K +10 New
DPW
768
DiNuzzo Private Wealth
Pennsylvania
$696 +$841 +8 New
SIC
769
SJS Investment Consulting
Ohio
$696 +$841 +8 New
Fifth Third Bancorp
770
Fifth Third Bancorp
Ohio
$695 -$38.4K -365 -98%
GFA
771
Godfrey Financial Associates
New York
$695 +$841 +8 New
SA
772
Strategic Advocates
Utah
$611
PWA
773
Principia Wealth Advisory
Texas
$608 +$630 +6 +600%
MCA
774
McGuire Capital Advisors
Oklahoma
$608 +$735 +7 New
PTC
775
Private Trust Company
Ohio
$521 +$630 +6 New