We are live on ! Find out more

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,0511,100 (+49)

0.39% less ownership

Funds ownership: 81.89%81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Sowell Financial Services
Arkansas
$789K +$77.8K +2,006 +11%
OC
452
Oppenheimer & Co
New York
$786K -$485K -12,508 -37%
GT
453
Greenleaf Trust
Michigan
$783K +$34.5K +889 +4%
HFM
454
Hartford Financial Management
Connecticut
$772K
CPIG
455
Chicago Partners Investment Group
Illinois
$771K +$98.6K +2,541 +14%
IAA
456
Independent Advisor Alliance
North Carolina
$762K +$149K +3,834 +23%
OL
457
one8zero8 LLC
North Carolina
$762K +$785K +20,233 New
MAS
458
Meeder Advisory Services
Ohio
$761K -$83.6K -2,155 -10%
PAS
459
Park Avenue Securities
New York
$740K +$90.6K +2,336 +13%
WS
460
Wedbush Securities
California
$730K +$13.3K +342 +2%
JF
461
Jump Financial
Illinois
$728K -$408K -10,509 -35%
TPCW
462
TD Private Client Wealth
New York
$725K -$14.9K -384 -2%
Walleye Trading
463
Walleye Trading
New York
$718K +$739K +19,063 New
CB
464
Community Bank
New York
$715K -$92.3K -2,380 -11%
TC
465
TownSquare Capital
Utah
$711K +$92.3K +2,379 +14%
HI
466
Horizon Investments
North Carolina
$708K +$13K +335 +2%
4WM
467
44 Wealth Management
Oregon
$702K -$166K -4,269 -19%
FIC
468
FCG Investment Company
Tennessee
$699K -$345K -8,903 -32%
SWP
469
Stratos Wealth Partners
Ohio
$697K +$12.1K +311 +2%
STA
470
Summit Trail Advisors
New York
$696K +$138K +3,567 +24%
CCM
471
Coldstream Capital Management
Washington
$694K +$103K +2,644 +17%
CL
472
Choreo LLC
Illinois
$691K -$1.82M -46,957 -72%
AIA
473
Affinity Investment Advisors
California
$690K -$49K -1,262 -6%
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
$677K +$698K +17,993 New
SB
475
Simmons Bank
Arkansas
$675K -$12.6K -325 -2%

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.