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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
MAM
926
Marquette Asset Management
Minnesota
$3.79K +$1.47K +10 +56%
CT
927
Clearstead Trust
Maine
$3.39K +$3.67K +25 New
EPIMS
928
Evelyn Partners Investment Management Services
$3.39K +$3.67K +25 New
PIS
929
POM Investment Strategies
North Carolina
$3.39K +$3.67K +25 New
RBC
930
Roble Belko & Company
Pennsylvania
$3K
TPWA
931
Twin Peaks Wealth Advisors
California
$2.98K +$3.23K +22 New
GK
932
Graney & King
New York
$2.85K
NECFA
933
New England Capital Financial Advisors
Connecticut
$2.71K
AP
934
Aspect Partners
Virginia
$2.71K +$2.94K +20 New
IAS
935
IMA Advisory Services
Colorado
$2.57K -$147 -1 -5%
QL
936
Quarry LP
New York
$2.57K +$2.79K +19 New
Select Equity Group
937
Select Equity Group
New York
$2.44K +$2.64K +18 New
YP
938
YANKCOM Partnership
South Dakota
$2.44K +$2.64K +18 New
IWS
939
Intentional Wealth Strategies
Colorado
$2.3K +$2.5K +17 New
VWM
940
Vermillion Wealth Management
Minnesota
$2.3K +$2.5K +17 New
MCM
941
Manchester Capital Management
Vermont
$2.17K -$587 -4 -20%
BWL
942
Bogart Wealth LLC
Virginia
$2.17K +$1.61K +11 +220%
AAG
943
Armstrong Advisory Group
Massachusetts
$2.03K
TCM
944
Tradewinds Capital Management
Washington
$2.03K +$2.2K +15 New
TFA
945
Transamerica Financial Advisors
Florida
$2.03K +$1.32K +9 +150%
SIC
946
SJS Investment Consulting
Ohio
$1.76K +$734 +5 +63%
WCM
947
Westend Capital Management
California
$1.63K
DF
948
Dunhill Financial
United Kingdom
$1.57K +$1.03K +7 +175%
GFA
949
Godfrey Financial Associates
New York
$1.49K +$440 +3 +38%
BHWM
950
Bay Harbor Wealth Management
Maryland
$1.49K +$881 +6 +120%