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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
MS
201
Maven Securities
Jersey
$555K +$438K +25,000 New
Mariner
202
Mariner
Kansas
$555K -$3.42K -195 -0.8%
IFG
203
Independent Financial Group
California
$541K +$427K +24,375 New
Victory Capital Management
204
Victory Capital Management
Texas
$531K -$8.89K -507 -2%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$530K +$69.3K +3,956 +20%
BFA
206
Bragg Financial Advisors
North Carolina
$510K
KAS
207
Kestra Advisory Services
Texas
$499K +$394K +22,463 New
AIP
208
Ameritas Investment Partners
Nebraska
$467K +$31.9K +1,818 +9%
IAIM
209
International Assets Investment Management
Florida
$443K -$2.92M -166,363 -90%
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$440K +$167K +9,547 +93%
CWM
211
CIBC World Markets
New York
$418K +$330K +18,810 New
IWA
212
Icon Wealth Advisors
Texas
$412K
TC
213
Tairen Capital
Hong Kong
$402K +$317K +18,100 New
HighTower Advisors
214
HighTower Advisors
Illinois
$394K +$72K +4,109 +30%
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$387K -$122K -6,966 -29%
LJAC
216
L.J. Altfest & Co
New York
$373K +$295K +16,811 New
CAM
217
Cresset Asset Management
Illinois
$372K -$58.8K -3,354 -17%
Principal Financial Group
218
Principal Financial Group
Iowa
$370K -$29K -1,656 -9%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$364K +$287K +16,371 New
SWP
220
Stratos Wealth Partners
Ohio
$364K -$96.1K -5,480 -25%
XT
221
XTX Topco
Cayman Islands
$364K +$287K +16,370 New
SO
222
STRS Ohio
Ohio
$362K +$286K +16,300 New
CA
223
Clearstead Advisors
Ohio
$359K -$74.3K -4,238 -21%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$354K -$41.4K -2,364 -13%
JF
225
Joule Financial
Kentucky
$348K +$274K +15,651 New

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.