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Bloom Energy

971 hedge funds and large institutions have $32.5B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 287 funds opening new positions, 338 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% more funds holding

Funds holding: 791971 (+180)

3% less call options, than puts

Call options by funds: $3.88B | Put options by funds: $4.01B

12.51% less ownership

Funds ownership: 98.9%86.39% (-13%)

Holders
971
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.88B
Puts
$4.01B
Net Calls
Net Calls Change

Top Sellers

1 -$845M
2 -$673M
3 -$527M
4
Amundi
Amundi
France
-$351M
5
Morgan Stanley
Morgan Stanley
New York
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
901
Stone House Investment Management
Pennsylvania
$7.04K
HBW
902
Hazlett, Burt & Watson
West Virginia
$7K
BFS
903
Bare Financial Services
Pennsylvania
$6.91K
BSB
904
Bangor Savings Bank
Maine
$6.78K
PTC
905
Private Trust Company
Ohio
$6.78K
CFD
906
Creative Financial Designs
Indiana
$6.78K
MA
907
MCF Advisors
Kentucky
$6.5K
BBPWM
908
Blue Bell Private Wealth Management
Pennsylvania
$5.69K
RWS
909
Retirement Wealth Solutions
Wisconsin
$5.29K
PWMG
910
Private Wealth Management Group
New Jersey
$5.01K
AW
911
Avion Wealth
Texas
$5K
PUI
912
Purpose Unlimited Inc
$4.88K
RIAS
913
Rachor Investment Advisory Services
Michigan
$4.47K
PGAM
914
Princeton Global Asset Management
New Jersey
$4.2K
T
915
Tidemark
California
$4.2K
RWM
916
Rialto Wealth Management
New York
$4.07K
HC
917
Hurley Capital
New York
$4.07K
BCM
918
Berbice Capital Management
New York
$4.07K
SL
919
Salomon & Ludwin
Virginia
$3.93K
MAM
920
Marquette Asset Management
Minnesota
$3.79K
CT
921
Clearstead Trust
Maine
$3.39K
PIS
922
POM Investment Strategies
North Carolina
$3.39K
EPIMS
923
Evelyn Partners Investment Management Services
$3.39K
RBC
924
Roble Belko & Company
Pennsylvania
$3K
TPWA
925
Twin Peaks Wealth Advisors
California
$2.98K