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Bloom Energy
BE

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: 21 → 32 (+11)

27% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 271

23% more funds holding

Funds holding: 799 → 982 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
Jennison Associates
Jennison Associates
New York
+$392M
3
Sands Capital Management
Sands Capital Management
Virginia
+$261M
4
Two Sigma Investments
Two Sigma Investments
New York
+$236M
5
VARA
Value Aligned Research Advisors
New Jersey
+$163M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$845M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$673M
3
SA
Situational Awareness
California
-$527M
4
Amundi
Amundi
France
-$351M
5
Morgan Stanley
Morgan Stanley
New York
-$251M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
926
Rialto Wealth Management
New York
$4.07K -$147 -1 -3%
BCM
927
Berbice Capital Management
New York
$4.07K +$4.4K +30 New
HC
928
Hurley Capital
New York
$4.07K +$4.4K +30 New
SL
929
Salomon & Ludwin
Virginia
$3.93K +$4.26K +29 New
MAM
930
Marquette Asset Management
Minnesota
$3.79K +$1.47K +10 +56%
CT
931
Clearstead Trust
Maine
$3.39K +$3.67K +25 New
EPIMS
932
Evelyn Partners Investment Management Services
$3.39K +$3.67K +25 New
PIS
933
POM Investment Strategies
North Carolina
$3.39K +$3.67K +25 New
RBC
934
Roble Belko & Company
Pennsylvania
$3K – – –
TPWA
935
Twin Peaks Wealth Advisors
California
$2.98K +$3.23K +22 New
GK
936
Graney & King
New York
$2.85K – – –
NECFA
937
New England Capital Financial Advisors
Connecticut
$2.71K – – –
AP
938
Aspect Partners
Virginia
$2.71K +$2.94K +20 New
IAS
939
IMA Advisory Services
Colorado
$2.57K -$147 -1 -5%
QL
940
Quarry LP
New York
$2.57K +$2.79K +19 New
RWM
941
Raffa Wealth Management
District of Columbia
$2.44K +$1.47K +10 +125%
Select Equity Group
942
Select Equity Group
New York
$2.44K +$2.64K +18 New
YP
943
YANKCOM Partnership
South Dakota
$2.44K +$2.64K +18 New
IWS
944
Intentional Wealth Strategies
Colorado
$2.3K +$2.5K +17 New
VWM
945
Vermillion Wealth Management
Minnesota
$2.3K +$2.5K +17 New
MCM
946
Manchester Capital Management
Vermont
$2.17K -$587 -4 -20%
BWL
947
Bogart Wealth LLC
Virginia
$2.17K +$1.61K +11 +220%
AAG
948
Armstrong Advisory Group
Massachusetts
$2.03K – – –
TCM
949
Tradewinds Capital Management
Washington
$2.03K +$2.2K +15 New
TFA
950
Transamerica Financial Advisors
Florida
$2.03K +$1.32K +9 +150%
36 37
38
39 40

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.