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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.

New
Increased
Maintained
Reduced
Closed

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: 2132 (+11)

27% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 271

23% more funds holding

Funds holding: 799982 (+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%)

Holders
982
Holders Change
+183
Holders Change %
+22.9%
% of All Funds
12.02%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.39%
New
287
Increased
344
Reduced
271
Closed
92
Calls
$3.83B
Puts
$4.01B
Net Calls
-$183M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
851
Essential Partners
California
$36.3K +$147 +1 +0.4%
BOJHT
852
Bank of Jackson Hole Trust
Wyoming
$35.9K
HWA
853
Heritage Wealth Advisors
Virginia
$34.8K
CFB
854
Cullen/Frost Bankers
Texas
$33.7K +$7.78K +53 +27%
PAP
855
Persistent Asset Partners
Hong Kong
$33.2K -$169K -1,152 -82%
WIM
856
Westside Investment Management
California
$31.5K +$30.8K +210 +955%
KG
857
Kilter Group
New York
$31.3K -$18.3K -125 -35%
SA
858
Strategic Advocates
Utah
$29.7K +$31.1K +212 +3,029%
C
859
Covestor
United Kingdom
$29K -$43K -293 -58%
QCG
860
Quadrant Capital Group
Ohio
$28.9K +$1.91K +13 +7%
GGI
861
Godsey & Gibb Inc
Virginia
$28.5K +$29.4K +200 +2,000%
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$28.2K -$4.7K -32 -13%
SWM
863
SHP Wealth Management
Massachusetts
$27.8K +$734 +5 +3%
WETS
864
Wealth Enhancement Trust Services
South Dakota
$27.2K +$29.5K +201 New
ATC
865
Adirondack Trust Company
New York
$27.1K
NWMP
866
Noble Wealth Management PBC
Colorado
$27.1K
VFM
867
Vision Financial Markets
Connecticut
$27.1K
AIM
868
Anchor Investment Management
South Carolina
$27.1K +$29.4K +200 New
LS
869
Livforsakringsbolaget Skandia
Sweden
$25.8K -$196K -1,337 -89%
BTI
870
Blue Trust Inc
Georgia
$25.5K +$7.49K +51 +37%
TFA
871
Toth Financial Advisory
Virginia
$25.3K +$12.8K +87 +87%
CPG
872
Cornerstone Planning Group
New Jersey
$25.1K +$3.08K +21 +33%
AEPWM
873
Atlantic Edge Private Wealth Management
Florida
$21.7K
AWM
874
Abound Wealth Management
Tennessee
$21.1K +$2.2K +15 +11%
JWA
875
JFS Wealth Advisors
Pennsylvania
$20.3K +$147 +1 +0.7%

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.