We are live on ! Find out more

1,194 hedge funds and large institutions have $38.5B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 478 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 76

121% more call options, than puts

Call options by funds: $380M | Put options by funds: $172M

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

46% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 328

25% more capital invested

Capital invested by funds: $30.8B → $38.5B (+$7.67B)

9% more funds holding

Funds holding: 1,1001,194 (+94)

1.24% more ownership

Funds ownership: 81.5%82.73% (+1.2%)

Holders
1,194
Holders Change
+94
Holders Change %
+8.55%
% of All Funds
16.01%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
188
Increased
478
Reduced
328
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
351
Plato Investment Management
Australia
$2.49M -$300K -7,175 -12%
VA
352
Vident Advisory
Georgia
$2.47M +$700K +16,754 +45%
AWC
353
Abundance Wealth Counselors
Pennsylvania
$2.47M +$315K +7,540 +16%
CIA
354
Covington Investment Advisors
Pennsylvania
$2.46M
SAM
355
Securian Asset Management
Minnesota
$2.45M -$35.2K -843 -2%
JPWM
356
Jamison Private Wealth Management
Georgia
$2.45M +$44.4K +1,061 +2%
SPI
357
Strategic Planning Inc
Ohio
$2.39M +$2.17M +51,808 New
CCWA
358
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M +$62.9K +1,505 +3%
Brown Advisory
359
Brown Advisory
Maryland
$2.38M +$31.1K +745 +1%
AAS
360
Avantax Advisory Services
Texas
$2.37M +$214K +5,130 +11%
PWP
361
Principle Wealth Partners
Connecticut
$2.35M +$72.1K +1,725 +4%
N
362
Natixis
France
$2.34M +$339K +8,101 +19%
Squarepoint
363
Squarepoint
New York
$2.32M -$20.4M -487,668 -91%
CB
364
Commerce Bank
Missouri
$2.3M -$3.64K -87 -0.2%
SGCA
365
Steel Grove Capital Advisors
Tennessee
$2.23M +$39K +933 +2%
WA
366
WealthTrust Axiom
Pennsylvania
$2.23M +$27.7K +663 +1%
1832 Asset Management
367
1832 Asset Management
Ontario, Canada
$2.2M -$10.3K -246 -0.5%
HWAM
368
Hennion & Walsh Asset Management
New Jersey
$2.19M +$318K +7,617 +19%
KTA
369
Keeley-Teton Advisors
Illinois
$2.19M +$131K +3,125 +7%
NCM
370
Narwhal Capital Management
Georgia
$2.17M
William Blair & Company
371
William Blair & Company
Illinois
$2.17M +$189K +4,518 +11%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$2.16M -$29.3K -700 -1%
VRS
373
Virginia Retirement Systems
Virginia
$2.09M +$1.9M +45,400 New
AssetMark Inc
374
AssetMark Inc
California
$2.09M -$38.5K -920 -2%
IIM
375
INTECH Investment Management
Florida
$2.05M +$368K +8,809 +25%

EXC Hedge Fund Activity: Q1 2025 in Review

1,194 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2025, worth a combined $38.5B — up 25% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new EXC positions and 76 closed out — a net gain of 112 holders — while 478 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity International, adding an estimated $345M. The largest seller was Wellington Management Group, cutting an estimated $621M.

  • 1,194 institutional investors held Exelon (EXC) as of Q1 2025, up from 1,100 in Q4 2024.
  • Funds reported $38.5B of Exelon stock for Q1 2025, up 25% quarter-over-quarter.
  • 188 funds opened new Exelon positions in Q1 2025 and 76 closed out, a net change of +112 holders.
  • The largest Exelon buyer in Q1 2025 was Fidelity International, an estimated $345M added.
  • The largest Exelon seller in Q1 2025 was Wellington Management Group, an estimated $621M sold.

Based on aggregated 13F filings for Q1 2025.