BE Bloom Energy Corporation

NYSE
$275.75

Bloom Energy Corporation (BE) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+9.68
34 buyers / 28 sellers
MIXED
Funds compared
62
funds with comparable BE positions
56 current holders · 47 prior-quarter holders
Net share change
+4.20M
+8.29M added, -4.09M cut
Position activity
15 new 19 increased 22 reduced 6 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
MKP Capital Management Event Macro Sold Out -307.0K -100.0% $92.9M 0.0% 89
Heard Capital Long/Short New +448.8K $135.9M 5.8% 86
Steadfast Capital Management Long/Short New +211.8K $64.1M 2.0% 71
Jain Global Long/Short Quant New +475.2K $143.8M 2.1% 70
Qube Research & Technologies Ltd Quant New +1.47M $445.6M 0.5% 68
MILLENNIUM MANAGEMENT LLC Increased +2.14M +551.5% $646.4M 0.6% 66
XN Growth Tech Sold Out -90.3K -100.0% $27.3M 0.0% 64
Suvretta Capital Management Long/Short Growth New +33.8K $10.2M 0.2% 62
Situational Awareness Growth Tech Reduced -212.6K -3.3% $64.4M 9.4% 62
Ghisallo Capital Management Long/Short Sold Out -90.0K -100.0% $27.2M 0.0% 61

Most significant buyers

By move score, not size.

  • Heard Capital New · +448.8K
  • Steadfast Capital Management New · +211.8K
  • Jain Global New · +475.2K
  • Qube Research & Technologies Ltd New · +1.47M
  • MILLENNIUM MANAGEMENT LLC Increased · +2.14M

Most significant sellers

By move score, not size.

  • MKP Capital Management Sold Out · -307.0K
  • XN Sold Out · -90.3K
  • Situational Awareness Reduced · -212.6K
  • Ghisallo Capital Management Sold Out · -90.0K
  • Tremblant Capital Group Reduced · -178.3K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
MKP Capital Management 2 0 307.0K -307.0K -100.0% 0.0% Sold Out 89
Heard Capital 2 448.8K 0 +448.8K 5.8% New 86
Steadfast Capital Management 2 211.8K 0 +211.8K 2.0% New 71
Jain Global 3 475.2K 0 +475.2K 2.1% New 70
Qube Research & Technologies Ltd 2 1.5M 0 +1.47M 0.5% New 68
MILLENNIUM MANAGEMENT LLC 2 2.5M 387.2K +2.14M +551.5% 0.6% Increased 66
XN 1 0 90.3K -90.3K -100.0% 0.0% Sold Out 64
Suvretta Capital Management 2 33.8K 0 +33.8K 0.2% New 62
Situational Awareness 1 6.3M 6.5M -212.6K -3.3% 9.4% Reduced 62
Ghisallo Capital Management 2 0 90.0K -90.0K -100.0% 0.0% Sold Out 61
Point72 Asset Management, L.P. 1 308.9K 45.4K +263.5K +580.4% 0.2% Increased 60
Moore Capital Management 3 218.2K 83.5K +134.7K +161.3% 1.9% Increased 60
Weiss Asset Management 2 53.0K 0 +53.0K 0.3% New 59
Verition Fund Management 2 65.0K 0 +65.0K 0.2% New 59
Squarepoint Ops LLC 2 459.9K 26.2K +433.7K +1657.0% 0.3% Increased 58
CITADEL ADVISORS LLC 1 650.4K 329.2K +321.1K +97.5% 0.1% Increased 58
Capula Management 2 10.6K 0 +10.6K 0.0% New 58
WORLDQUANT MILLENNIUM ADVISORS LLC 2 303.6K 51.8K +251.9K +486.5% 0.3% Increased 57
Gotham Asset Management, LLC 2 17.4K 0 +17.4K 0.0% New 56
Aristeia Capital 2 9.3K 0 +9.3K 0.1% New 56
Balyasny Asset Management L.P. 2 246.2K 123.5K +122.6K +99.3% 0.1% Increased 56
Tremblant Capital Group 2 366.9K 545.2K -178.3K -32.7% 3.2% Reduced 55
ExodusPoint Capital Management 3 178.3K 5.5K +172.8K +3132.9% 0.5% Increased 55
Brevan Howard Capital Management 3 196.6K 19.3K +177.3K +921.0% 1.1% Increased 55
Y-Intercept 4 68.2K 0 +68.2K 0.4% New 54
Whale Rock Capital Management 1 1.6M 1.7M -45.5K -2.8% 3.9% Reduced 54
CenterBook Partners 4 0 45.3K -45.3K -100.0% 0.0% Sold Out 54
Alphadyne Asset Management 3 0 8.5K -8.5K -100.0% 0.0% Sold Out 54
Caption Management 3 0 19.9K -19.9K -100.0% 0.0% Sold Out 53
LMR Partners 3 75.5K 6.5K +69.0K +1061.5% 0.3% Increased 52
Winton Group 4 31.2K 0 +31.2K 0.3% New 52
AQR Capital Management 3 498.0K 184.7K +313.4K +169.7% 0.1% Increased 51
Centiva Capital 4 4.7K 0 +4.7K 0.1% New 51
MARSHALL WACE, LLP 2 1.6M 1.0M +587.3K +56.9% 0.6% Increased 50
Holocene Advisors, LP 2 90.4K 380.0K -289.6K -76.2% 0.1% Reduced 50
J. Goldman & Co. 3 750 0 +750 0.0% New 50
Trexquant Investment 3 139.0K 55.4K +83.6K +151.0% 0.3% Increased 50
Graham Capital Management 3 6.7K 116.9K -110.3K -94.3% 0.1% Reduced 50
TWO SIGMA INVESTMENTS, LP 2 2.0M 3.5M -1.53M -43.2% 0.5% Reduced 50
Lighthouse Investment Partners 3 24.1K 5.7K +18.5K +324.6% 0.2% Increased 48
Capital Fund Management 3 160.6K 490.4K -329.9K -67.3% 0.4% Reduced 48
Voloridge Investment Management 2 273.8K 678.4K -404.6K -59.6% 0.4% Reduced 47
Tudor Investment Corporation 2 83.0K 46.9K +36.1K +77.1% 0.1% Increased 46
Quantbot Technologies 4 2.8K 0 +2.8K 0.0% New 45
Walleye Capital 3 49.6K 207.0K -157.4K -76.1% 0.1% Reduced 44
Woodline Partners LP 2 15.4K 8.8K +6.6K +75.2% 0.0% Increased 44
Bridgewater Associates 1 28.1K 45.7K -17.5K -38.4% 0.0% Reduced 42
Voleon Capital Management 3 46.2K 118.2K -72.0K -60.9% 0.3% Reduced 41
Capstone Investment Advisors 3 1.0K 3.4K -2.4K -70.4% 0.0% Reduced 39
RENAISSANCE TECHNOLOGIES LLC 1 675.7K 535.9K +139.8K +26.1% 0.3% Increased 39
Edgestream Partners 4 6.6K 24.8K -18.2K -73.4% 0.1% Reduced 39
Select Equity Group 1 10 18 -8 -44.4% 0.0% Reduced 38
Hudson Bay Capital Management 3 421.2K 321.3K +100.0K +31.1% 0.7% Increased 38
D. E. Shaw & Co., Inc. 1 4.2M 4.2M -51.2K -1.2% 0.8% Reduced 35
Engineers Gate 4 19.2K 52.0K -32.8K -63.1% 0.1% Reduced 35
Sona Asset Management 3 14.9K 25.3K -10.4K -41.0% 0.4% Reduced 35
Cinctive Capital Management 3 25.8K 34.7K -8.9K -25.6% 0.3% Reduced 29
Man Group 3 292.3K 327.3K -35.0K -10.7% 0.2% Reduced 28
Armistice Capital 3 43.7K 47.7K -4.1K -8.5% 0.4% Reduced 28
Boothbay Fund Management 4 50.2K 68.0K -17.8K -26.2% 0.3% Reduced 28
Schonfeld Strategic Advisors 3 272.5K 250.0K +22.5K +9.0% 0.6% Increased 27
Caxton Associates 3 14.8K 15.1K -239 -1.6% 0.1% Reduced 23

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.