Bloom Energy Corp (BE) — Hedge Fund Ownership Q4 2025
BE
- Bloom Energy Corp (BE) is held by 4 of 82 tracked hedge funds, with Situational Awareness LP (23%) and Duquesne Family Office (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New positions in BE stock were initiated by Situational Awareness LP (23%), and Duquesne Family Office (2%).
- The biggest decreases in BE holdings came from Polen Capital Management (-26%) and Torray Investment Partners (-16%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Bloom Energy Corp (BE) by -24% vs the prior quarter.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Situational Awareness LP Leopold Aschenbrenner
|
23.28% | 10.5M | NEW | — | $911.0M | $86.89 | — |
| 2 |
Duquesne Family Office
|
1.52% | 741K | NEW | — | $64.3M | $86.89 | — |
| 3 |
Torray Investment Partners Robert Torray
|
0.38% | 31K | -15.96% | — | $2.7M | $86.89 | — |
| 4 |
Polen Capital Management
|
0.04% | 97K | -26.15% | — | $8.4M | $86.89 | — |
| 4 | Total | — | 11.4M | -23.93% | — | $986.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.