Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLOOM ENERGY CORP (BE)

815 + Investors. Track Smart Money conviction in BE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +177
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — BE

Based on 750 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
750 hedge funds hold BE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +109% more funds vs a year ago

fund count last 6Q
+392 new funds entered over the past year (+109% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

514 buying315 selling
Last quarter: 514 funds were net buyers (268 opened a brand new position + 246 added to an existing one). Only 315 were sellers (224 trimmed + 91 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new BE position: 66 → 73 → 251 → 268. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 49% new

■ 33% conviction (2yr+) ■ 18% medium ■ 49% new
Of the 750 current holders: 246 (33%) held >2 years, 133 held 1–2 years, and 371 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +6%, value -23%

Value
-23%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

108 → 66 → 73 → 251 → 268 new funds/Q
New funds entering each quarter: 66 → 73 → 251 → 268. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 7% 1-2yr ■ 49% new
Of 815 current holders: 358 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
45 of 750 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BE

How many hedge funds hold BE — quarterly history vs. share price
Quarterly hedge fund ownership of BE vs. share price

Market Analysis: BE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BE

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

91 top-rated funds 19 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: BE
2026 Q1 Stats Unlock in 22 days 815 + Investors

Track Smart Money conviction in BE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 815 633 28.75%
13F Shares 279M 263M 6.21%
Total Value $24.17B $31.53B -23.36%
New Positions 279 259 +20
Increased Positions 320 228 +92
Closed Positions 97 49 +48
Reduced Positions 292 202 +90
Total Calls 39 38 2.63%
Total Puts 38 35 8.57%
PUT/CALL Ratio 0.97 0.92 Neutral

Statistics: BE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

815 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BE. Verified SEC 13F-HR filings.

Top 25 institutional holders of BE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elemental Capital Partners LLC 63.89% 1,107,420 $150.0M
2 Mezzasalma Advisors, LLC 2.78% 80,420 $10.9M
3 Broad Peak Investment Advisers Pte Ltd 2.78% 101,000 $13.7M
4 UDINE WEALTH MANAGEMENT, INC. 2.14% 32,258 $4.4M
5 Canton Hathaway, LLC 1.95% 71,172 $9.6M
6 QP WEALTH MANAGEMENT, LLC 1.87% 8,067 $1.1M
7 M.E. ALLISON & CO., INC. 1.40% 15,575 $2.1M
8 BLUE JEAN FINANCIAL LLC 1.38% 12,396 $1.7M
9 Kercheville Advisors, LLC 1.38% 31,855 $4.3M
10 Trust Investment Advisors 1.35% 17,026 $2.3M
11 Chicago Capital, LLC 1.14% 312,771 $42.4M
12 David J Yvars Group 1.04% 13,703 $1.9M
13 FCG Investment Co 0.91% 15,385 $2.1M
14 MOODY ALDRICH PARTNERS LLC 0.86% 35,285 $4.8M
15 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.83% 174,200 $23.6M
16 TEMA ETFS LLC 0.64% 70,485 $9.6M
17 StoneCrest Wealth Management, Inc. 0.58% 10,143 $1.4M
18 Artemis Investment Management LLP 0.57% 395,058 $53.5M
19 Leonteq Securities AG 0.56% 111,687 $15.1M
20 Covenant Asset Management, LLC 0.53% 25,874 $3.5M
21 Joule Financial, LLC 0.50% 12,742 $1.7M
22 Bay Rivers Group 0.46% 8,145 $1.1M
23 Covenant Asset Management, LLC 0.43% 21,000 $2.8M
24 PINNACLE ASSOCIATES LTD 0.36% 209,349 $28.4M
25 Gilliland Jeter Wealth Management LLC 0.35% 8,700 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLOOM ENERGY CORP (BE)

What does the Smart Money Trend signal show for BE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BE?

More buyers than sellers — 62% buying: Last quarter: 514 funds were net buyers (268 opened a brand new position + 246 added to an existing one). Only 315 were sellers (224 trimmed + 91 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BE holders?

Elite ownership — 41% AUM from top-100 funds: 45 of 750 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BE?

Mixed — 33% long-term, 49% new: Of the 750 current holders: 246 (33%) held >2 years, 133 held 1–2 years, and 371 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.