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1,247 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $174M | Put options by funds: $122M

37% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 374

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.17% more ownership

Funds ownership: 83.87%89.04% (+5.2%)

4% more funds holding

Funds holding: 1,1981,247 (+49)

3% more capital invested

Capital invested by funds: $38.1B → $39.2B (+$1.1B)

Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
167
Increased
512
Reduced
374
Closed
93
Calls
$174M
Puts
$122M
Net Calls
+$51.9M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$394K +8,624 +23%
William Blair & Company
377
William Blair & Company
Illinois
$1.96M -$306K -6,697 -13%
Brown Advisory
378
Brown Advisory
Maryland
$1.96M -$264K -5,775 -11%
DIM
379
DC Investments Management
Virginia
$1.93M
Parallax Volatility Advisers
380
Parallax Volatility Advisers
California
$1.92M +$157K +3,435 +8%
LNB
381
Ledyard National Bank
$1.91M +$1.73M +37,798 +617%
EL
382
Essex LLC
Illinois
$1.9M -$7.35K -161 -0.4%
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$1.86M -$91.3K -2,000 -4%
SFA
384
Sequoia Financial Advisors
Ohio
$1.86M +$694K +15,201 +55%
BFA
385
Bragg Financial Advisors
North Carolina
$1.86M -$267K -5,843 -12%
MFIM
386
Mesirow Financial Investment Management
Illinois
$1.83M -$349K -7,638 -15%
MSE
387
MUFG Securities EMEA
United Kingdom
$1.81M +$1.01M +22,120 +114%
AG
388
Ascent Group
Virginia
$1.8M +$122K +2,683 +7%
MCM
389
MAI Capital Management
Ohio
$1.78M +$25.8K +565 +1%
SA
390
Sanctuary Advisors
Indiana
$1.78M -$39.3K -862 -2%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$1.76M +$499K +10,942 +37%
GAFA
392
Garton & Associates Financial Advisors
Kentucky
$1.76M +$1.84M +40,332 New
ACM
393
AlphaStar Capital Management
North Carolina
$1.76M +$66.3K +1,452 +4%
SG
394
StoneX Group
New York
$1.75M +$35.6K +780 +2%
PIMJS
395
PKO Investment Management Joint-Stock
Poland
$1.74M +$45.6K +1,000 +3%
WANY
396
Wealthspire Advisors (New York)
New York
$1.74M +$359K +7,865 +25%
RAG
397
RIA Advisory Group
Iowa
$1.72M +$146K +3,206 +9%
SAG
398
SageView Advisory Group
California
$1.71M -$27.5K -603 -2%
PWA
399
Providence Wealth Advisors
Illinois
$1.71M -$102K -2,243 -5%
GCM
400
Genus Capital Management
British Columbia, Canada
$1.7M +$598K +13,100 +50%