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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
W
876
WealthCollab
Washington
$20.3K +$22K +150 New
CFSG
877
Community Financial Services Group
Vermont
$19.9K +$22K +150 New
TF
878
Tompkins Financial
New York
$19.4K +$21K +143 New
AW
879
Ankerstar Wealth
Texas
$18.8K +$20.4K +139 New
SA
880
Scarborough Advisors
Maryland
$18.3K +$2.2K +15 +13%
GXJ
881
Global X Japan
Japan
$17.6K -$47.8K -326 -71%
GA
882
GoalVest Advisory
New York
$17.6K +$1.47K +10 +8%
VWA
883
Valued Wealth Advisors
Utah
$17.3K -$21.9K -149 -54%
TWD
884
True Wealth Design
Ohio
$17.2K +$1.76K +12 +10%
UOTTAIMCU
885
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$17.1K
RFP
886
Root Financial Partners
California
$14.9K +$6.31K +43 +64%
CSC
887
Caldwell Sutter Capital
California
$14.2K -$5.87K -40 -28%
ACM
888
Accent Capital Management
Ohio
$14.2K +$734 +5 +5%
FFO
889
Fortitude Family Office
Arizona
$14.1K +$8.07K +55 +112%
FHC
890
First Horizon Corporation
Tennessee
$13.7K -$587 -4 -4%
ADL
891
Asset Dedication LLC
California
$13.5K
BCM
892
Blume Capital Management
California
$13.5K
MEG
893
Millstone Evans Group
Colorado
$13.5K
FCMT
894
Founders Capital Management (Texas)
Texas
$13.5K +$14.7K +100 New
FDW
895
Fourth Dimension Wealth
Ohio
$13.5K +$14.7K +100 New
KFG
896
Kingdom Financial Group
Arizona
$13.5K +$14.7K +100 New
LAS
897
Lloyd Advisory Services
Georgia
$13.5K +$14.7K +100 New
DWP
898
Destiny Wealth Partners
Florida
$13.3K +$14.4K +98 New
AWA
899
Acumen Wealth Advisors
Tennessee
$12.9K -$1.91K -13 -12%
DWM
900
Dogwood Wealth Management
Kansas
$12.9K +$8.22K +56 +144%

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.