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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
OA
901
Operose Advisors
Wisconsin
$12.6K
EC
902
Elequin Capital
New York
$12.5K -$16.9K -115 -56%
BIA
903
Bell Investment Advisors
California
$12.3K +$4.26K +29 +47%
CWA
904
Carolina Wealth Advisors
South Carolina
$12.1K +$13.1K +89 New
TPCW
905
TD Private Client Wealth
New York
$11.7K +$11.7K +80 +1,333%
MAFA
906
MJT & Associates Financial Advisory
Minnesota
$10.2K +$3.67K +25 +50%
CCWM
907
Cassaday & Co Wealth Management
Virginia
$9.48K +$10.3K +70 New
CFO
908
CVA Family Office
Colorado
$8.81K +$9.54K +65 New
SWM
909
Spire Wealth Management
Virginia
$8.4K +$1.76K +12 +24%
ZBNA
910
Zions Bancorporation, National Association
Utah
$7.72K +$8.37K +57 New
SHIM
911
Stone House Investment Management
Pennsylvania
$7.04K +$3.08K +21 +68%
HBW
912
Hazlett, Burt & Watson
West Virginia
$7K
BFS
913
Bare Financial Services
Pennsylvania
$6.91K -$4.55K -31 -38%
BSB
914
Bangor Savings Bank
Maine
$6.78K
PTC
915
Private Trust Company
Ohio
$6.78K +$6.46K +44 +733%
CFD
916
Creative Financial Designs
Indiana
$6.78K +$7.34K +50 New
MA
917
MCF Advisors
Kentucky
$6.5K
BBPWM
918
Blue Bell Private Wealth Management
Pennsylvania
$5.69K +$6.16K +42 New
RWS
919
Retirement Wealth Solutions
Wisconsin
$5.29K +$734 +5 +15%
PWMG
920
Private Wealth Management Group
New Jersey
$5.01K +$440 +3 +9%
AW
921
Avion Wealth
Texas
$5K +$1.91K +13 +42%
PUI
922
Purpose Unlimited Inc
$4.88K -$200K -1,364 -97%
RIAS
923
Rachor Investment Advisory Services
Michigan
$4.47K +$4.26K +29 +725%
PGAM
924
Princeton Global Asset Management
New Jersey
$4.2K
T
925
Tidemark
California
$4.2K +$4.55K +31 New

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.