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
OAC
401
OMERS Administration Corp
Ontario, Canada
$1.65M -$244K -5,838 -14%
ECM
402
Everence Capital Management
Indiana
$1.64M +$312K +7,460 +26%
HWM
403
HB Wealth Management
Georgia
$1.64M +$469K +11,212 +46%
EWA
404
Etesian Wealth Advisors
Oregon
$1.64M -$56.1K -1,343 -4%
PS
405
Pensionfund Sabic
Netherlands
$1.64M -$251K -6,000 -14%
EF
406
Empirical Finance
Pennsylvania
$1.59M +$33.7K +807 +2%
ISB
407
Iowa State Bank
Iowa
$1.59M -$185K -4,421 -11%
AAM
408
Advisors Asset Management
Colorado
$1.57M +$879K +21,023 +160%
SC
409
Savant Capital
Illinois
$1.57M -$29.3K -702 -2%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$9.45K +226 +0.7%
HCM
411
Howard Capital Management
Georgia
$1.55M -$117K -2,805 -8%
BPAMU
412
BTG Pactual Asset Management US
New York
$1.53M -$9.8M -234,507 -88%
FM
413
Foster & Motley
Ohio
$1.53M -$92.3K -2,208 -6%
UFF
414
USA Financial Formulas
Michigan
$1.51M +$1.37M +32,821 New
PD
415
Point72 (DIFC)
United Arab Emirates
$1.5M +$1.36M +32,496 New
Envestnet Portfolio Solutions
416
Envestnet Portfolio Solutions
Illinois
$1.49M -$416K -9,942 -23%
SWM
417
Spire Wealth Management
Virginia
$1.48M +$956K +22,879 +245%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M +$2.8K +67 +0.2%
ACM
419
Argyle Capital Management
Pennsylvania
$1.47M +$16.7K +400 +1%
WBC
420
Westpac Banking Corp
Australia
$1.47M +$285K +6,807 +27%
ACM
421
AlphaStar Capital Management
North Carolina
$1.46M +$47.6K +1,138 +4%
GIC
422
Generali Investments CEE
Czech Republic
$1.46M
SPIA
423
Steward Partners Investment Advisory
New York
$1.45M -$3.22K -77 -0.2%
WH
424
Wallace Hart
Kentucky
$1.43M +$1.3M +31,087 New
AAMA
425
Advanced Asset Management Advisors
Ohio
$1.4M

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.