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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
TPCW
776
TD Private Client Wealth
New York
$521 +$630 +6 New
TFA
777
Transamerica Financial Advisors
Florida
$521 +$630 +6 New
BHWM
778
Bay Harbor Wealth Management
Maryland
$434 +$525 +5 New
BWL
779
Bogart Wealth LLC
Virginia
$434 +$525 +5 New
CFM
780
Cornerstone Financial Management
Massachusetts
$434 +$525 +5 New
ACA
781
American Capital Advisory
Idaho
$348 +$420 +4 New
OC
782
Optima Capital
Oregon
$348 +$420 +4 New
RIAS
783
Rachor Investment Advisory Services
Michigan
$348 +$420 +4 New
DF
784
Dunhill Financial
United Kingdom
$313 +$420 +4 New
1CP
785
1015 Capital Partners
Pennsylvania
$261 +$315 +3 New
CTC
786
Central Trust Company
Missouri
$261 +$315 +3 New
GSWM
787
Golden State Wealth Management
California
$174
AF
788
Advisornet Financial
Minnesota
$174 +$210 +2 New
DCM
789
Davis Capital Management
Florida
$174 +$210 +2 New
HIA
790
HFM Investment Advisors
New Jersey
$174 +$210 +2 New
TM
791
Torren Management
California
$174 +$210 +2 New
JFG
792
Jefferies Financial Group
New York
$87 -$35.6M -338,749 -100%
QWM
793
Quaker Wealth Management
New Jersey
$87 +$105 +1 New
SA
794
Seneschal Advisors
Washington
$87 +$105 +1 New
IMC Chicago
795
IMC Chicago
Illinois
-$67.3M -640,868 Closed
Tudor Investment Corp
796
Tudor Investment Corp
Connecticut
-$41.6M -396,267 Closed
WAM
797
WT Asset Management
Hong Kong
-$25.5M -301,500 Closed
CIP
798
Champlain Investment Partners
Vermont
-$19.9M -234,725 Closed
TCM
799
Thames Capital Management
New Jersey
-$18.1M -213,901 Closed
CF
800
Cantor Fitzgerald
New York
-$15.7M -185,314 Closed