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Bloom Energy

977 hedge funds and large institutions have $31.7B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 90

59% more capital invested

Capital invested by funds: $19.9B → $31.7B (+$11.8B)

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

27% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 269

23% more funds holding

Funds holding: 794977 (+183)

5% less call options, than puts

Call options by funds: $3.83B | Put options by funds: $4.01B

14.81% less ownership

Funds ownership: 98.92%84.11% (-15%)

Holders
977
Holders Change
+183
Holders Change %
+23.05%
% of All Funds
12.03%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
286
Increased
342
Reduced
269
Closed
90
Calls
$3.83B
Puts
$4.01B
Net Calls
-$183M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
901
TD Private Client Wealth
New York
$11.7K +$11.7K +80 +1,333%
MAFA
902
MJT & Associates Financial Advisory
Minnesota
$10.2K +$3.67K +25 +50%
CCWM
903
Cassaday & Co Wealth Management
Virginia
$9.48K +$10.3K +70 New
CFO
904
CVA Family Office
Colorado
$8.81K +$9.54K +65 New
SWM
905
Spire Wealth Management
Virginia
$8.4K +$1.76K +12 +24%
ZBNA
906
Zions Bancorporation, National Association
Utah
$7.72K +$8.37K +57 New
SHIM
907
Stone House Investment Management
Pennsylvania
$7.04K +$3.08K +21 +68%
HBW
908
Hazlett, Burt & Watson
West Virginia
$7K
BFS
909
Bare Financial Services
Pennsylvania
$6.91K -$4.55K -31 -38%
BSB
910
Bangor Savings Bank
Maine
$6.78K
PTC
911
Private Trust Company
Ohio
$6.78K +$6.46K +44 +733%
CFD
912
Creative Financial Designs
Indiana
$6.78K +$7.34K +50 New
MA
913
MCF Advisors
Kentucky
$6.5K
BBPWM
914
Blue Bell Private Wealth Management
Pennsylvania
$5.69K +$6.16K +42 New
RWS
915
Retirement Wealth Solutions
Wisconsin
$5.29K +$734 +5 +15%
PWMG
916
Private Wealth Management Group
New Jersey
$5.01K +$440 +3 +9%
AW
917
Avion Wealth
Texas
$5K +$1.91K +13 +42%
PUI
918
Purpose Unlimited Inc
$4.88K -$200K -1,364 -97%
RIAS
919
Rachor Investment Advisory Services
Michigan
$4.47K +$4.26K +29 +725%
PGAM
920
Princeton Global Asset Management
New Jersey
$4.2K
T
921
Tidemark
California
$4.2K +$4.55K +31 New
RWM
922
Rialto Wealth Management
New York
$4.07K -$147 -1 -3%
BCM
923
Berbice Capital Management
New York
$4.07K +$4.4K +30 New
HC
924
Hurley Capital
New York
$4.07K +$4.4K +30 New
SL
925
Salomon & Ludwin
Virginia
$3.93K +$4.26K +29 New