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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
176
Freestone Grove Partners
California
$927K +$732K +41,738 New
Osaic Holdings
177
Osaic Holdings
Arizona
$874K -$88.8K -5,065 -11%
DS
178
DRW Securities
Illinois
$872K +$688K +39,278 New
Creative Planning
179
Creative Planning
Kansas
$868K +$121K +6,907 +21%
MG
180
Marex Group
$854K +$493K +28,114 +272%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$849K -$143K -8,151 -18%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$841K -$56.1K -3,200 -8%
YIH
183
Y-Intercept (HK)
Hong Kong
$823K +$650K +37,062 New
NRD
184
Nebula Research & Development
New York
$823K -$253K -14,460 -28%
VF
185
Virtu Financial
New York
$785K +$619K +35,325 New
N
186
Natixis
France
$751K -$1.83M -104,200 -76%
SEI Investments
187
SEI Investments
Pennsylvania
$716K -$33K -1,881 -6%
MEAC
188
M.E. Allison & Co
Texas
$711K +$561K +32,030 New
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$706K +$51.4K +2,935 +10%
CM
190
CastleKnight Management
New York
$700K +$552K +31,505 New
BAM
191
Bosun Asset Management
Illinois
$695K +$548K +31,281 New
LSA
192
Leonteq Securities AG
Switzerland
$689K -$434K -24,767 -44%
P
193
&Partners
Tennessee
$679K +$490K +27,935 New
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$655K +$517K +29,513 New
PD
195
Point72 (DIFC)
United Arab Emirates
$650K +$513K +29,283 New
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$637K +$502K +28,668 New
SPIA
197
Steward Partners Investment Advisory
New York
$625K -$379K -21,597 -43%
HF
198
HRT Financial
New York
$615K +$485K +27,691 New
DPIM
199
Duff & Phelps Investment Management
Illinois
$574K -$405K -23,128 -47%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$572K -$245K -13,991 -35%

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.