Bloom Energy
984 hedge funds and large institutions have $31.7B invested in Bloom Energy in 2026 Q1 according to their latest regulatory filings, with 288 funds opening new positions, 347 increasing their positions, 269 reducing their positions, and 93 closing their positions.
210% more first-time investments, than exits
New positions opened: 288 | Existing positions closed: 93
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)
29% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 269
23% more funds holding
Funds holding: 799 → 984 (+185)
5% less call options, than puts
Call options by funds: $3.83B | Put options by funds: $4.01B
13.25% less ownership
Funds ownership: 96.89% → 83.64% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.04B |
| 2 |
Jennison Associates
New York
|
+$392M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$261M |
| 4 |
Two Sigma Investments
New York
|
+$236M |
| 5 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$845M |
| 2 |
D.E. Shaw & Co
New York
|
-$673M |
| 3 |
SA
Situational Awareness
San Francisco,
California
|
-$527M |
| 4 |
Amundi
Paris,
France
|
-$351M |
| 5 |
Morgan Stanley
New York
|
-$251M |
BE Hedge Fund Activity: Q1 2026 in Review
984 of the 8,208 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: 288 funds opened new BE positions and 93 closed out — a net gain of 195 holders — while 347 added to existing stakes and 269 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.04B. The largest seller was Ameriprise, cutting an estimated $845M.
- 984 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.
- 288 funds opened new Bloom Energy positions in Q1 2026 and 93 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.