We are live on ! Find out more

1,176 hedge funds and large institutions have $36.8B invested in Exelon in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 500 increasing their positions, 352 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $340M | Put options by funds: $138M

42% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 352

1.35% more ownership

Funds ownership: 82.73%84.08% (+1.3%)

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 120

4% less capital invested

Capital invested by funds: $38.5B → $36.8B (-$1.64B)

2% less funds holding

Funds holding: 1,1941,176 (-18)

77% less funds holding in top 10

Funds holding in top 10: 133 (-10)

Holders
1,176
Holders Change
-18
Holders Change %
-1.51%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-76.92%
% of All Funds
0.04%
New
116
Increased
500
Reduced
352
Closed
120
Calls
$340M
Puts
$138M
Net Calls
+$202M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$2.6M -$136K -3,063 -5%
PFM
327
Patton Fund Management
Texas
$2.55M -$1.86M -41,815 -42%
CGH
328
Crossmark Global Holdings
Texas
$2.55M -$53.3K -1,197 -2%
UFF
329
USA Financial Formulas
Michigan
$2.54M +$1.14M +25,639 +78%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$2.54M +$1.55M +34,722 +147%
AWC
331
Abundance Wealth Counselors
Pennsylvania
$2.51M +$179K +4,030 +7%
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$2.51M +$452K +10,151 +21%
HFM
333
Harvest Fund Management
China
$2.5M -$416K -9,352 -14%
BCM
334
Brookstone Capital Management
Illinois
$2.49M -$271K -6,084 -10%
MT
335
Midwest Trust
Kansas
$2.47M +$2.53M +56,824 New
EFMC
336
Empire Financial Management Company
New York
$2.46M -$445 -10 -0%
JF
337
Jump Financial
Illinois
$2.45M +$2.51M +56,371 New
BCV
338
Banque Cantonale Vaudoise
Switzerland
$2.44M -$1.47M -33,114 -37%
DILIC
339
Dai-ichi Life Insurance Company
Japan
$2.44M -$396K -8,884 -14%
OIM
340
Opus Investment Management
Massachusetts
$2.43M
BFA
341
Bragg Financial Advisors
North Carolina
$2.36M -$121K -2,719 -5%
JSSH
342
J. Safra Sarasin Holding
$2.35M +$2.41M +54,128 New
CIA
343
Covington Investment Advisors
Pennsylvania
$2.32M +$3.47K +78 +0.1%
PIM
344
Plato Investment Management
Australia
$2.31M +$1.96K +44 +0.1%
BHCM
345
Brevan Howard Capital Management
Jersey
$2.3M -$2.18M -49,065 -48%
JPWM
346
Jamison Private Wealth Management
Georgia
$2.29M -$14.6K -327 -0.6%
SAM
347
Securian Asset Management
Minnesota
$2.29M -$20.1K -452 -0.9%
GIBU
348
Gulf International Bank (UK)
United Kingdom
$2.24M -$331K -7,428 -13%
NA
349
NewEdge Advisors
Louisiana
$2.23M -$375K -8,432 -14%
MFIM
350
Mesirow Financial Investment Management
Illinois
$2.22M -$2.26M -50,667 -50%

EXC Hedge Fund Activity: Q2 2025 in Review

1,176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2025, worth a combined $36.8B — down 4.3% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of EXC and 116 opened new positions — a net loss of 4 holders — while 352 trimmed existing stakes and 500 added.

The largest buyer was GQG Partners, adding an estimated $1.12B. The largest seller was T. Rowe Price Associates, cutting an estimated $519M.

  • 1,176 institutional investors held Exelon (EXC) as of Q2 2025, down from 1,194 in Q1 2025.
  • Funds reported $36.8B of Exelon stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 116 funds opened new Exelon positions in Q2 2025 and 120 closed out, a net change of -4 holders.
  • The largest Exelon buyer in Q2 2025 was GQG Partners, an estimated $1.12B added.
  • The largest Exelon seller in Q2 2025 was T. Rowe Price Associates, an estimated $519M sold.

Based on aggregated 13F filings for Q2 2025.