Bloom Energy
799 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.
270% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 79
33% more funds holding
Funds holding: 600 → 799 (+199)
14% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 212
8% more capital invested
Capital invested by funds: $18.5B → $19.9B (+$1.39B)
3.33% more ownership
Funds ownership: 93.56% → 96.89% (+3.3%)
6% less call options, than puts
Call options by funds: $2.48B | Put options by funds: $2.64B
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Situational Awareness
San Francisco,
California
|
+$1.06B |
| 2 |
BlackRock
New York
|
+$366M |
| 3 |
Amundi
Paris,
France
|
+$270M |
| 4 |
Jane Street
New York
|
+$212M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$563M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$351M |
| 3 |
D.E. Shaw & Co
New York
|
-$317M |
| 4 |
TA
Trivest Advisors
Hong Kong
|
-$241M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$231M |
BE Hedge Fund Activity: Q4 2025 in Review
799 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2025, worth a combined $19.9B — up 7.5% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new BE positions and 79 closed out — a net gain of 213 holders — while 242 added to existing stakes and 212 trimmed.
The largest buyer was Situational Awareness, opening a new position worth an estimated $1.06B. The largest seller was UBS Group, cutting an estimated $563M.
- 799 institutional investors held Bloom Energy (BE) as of Q4 2025, up from 600 in Q3 2025.
- Funds reported $19.9B of Bloom Energy stock for Q4 2025, up 7.5% quarter-over-quarter.
- 292 funds opened new Bloom Energy positions in Q4 2025 and 79 closed out, a net change of +213 holders.
- The largest Bloom Energy buyer in Q4 2025 was Situational Awareness, an estimated $1.06B added.
- The largest Bloom Energy seller in Q4 2025 was UBS Group, an estimated $563M sold.
Based on aggregated 13F filings for Q4 2025.