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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
FFWA
476
FRG Family Wealth Advisors
Washington
$1.05M -$50.2K -1,200 -5%
CPIG
477
Chicago Partners Investment Group
Illinois
$1.03M +$88.3K +2,113 +10%
HSA
478
HBK Sorce Advisory
Pennsylvania
$1.03M -$32.9K -787 -3%
TPCW
479
TD Private Client Wealth
New York
$1.03M +$129K +3,087 +16%
BFM
480
Boothbay Fund Management
New York
$1.02M +$926K +22,164 New
KWM
481
Kingsview Wealth Management
Oregon
$1.01M -$14.3K -341 -2%
ECA
482
Elevated Capital Advisors
Utah
$1.01M +$7.98K +191 +0.9%
VSQM
483
V-Square Quantitative Management
Illinois
$993K -$920 -22 -0.1%
IB
484
Intrust Bank
Kansas
$988K +$170K +4,063 +23%
CL
485
Choreo LLC
Illinois
$987K +$128K +3,054 +17%
GIA
486
Gladstone Institutional Advisory
Florida
$985K +$436K +10,421 +95%
USAA
487
United Services Automobile Association
Texas
$983K
NS
488
NBC Securities
Alabama
$981K +$889K +21,274 +106,370%
SFS
489
Sowell Financial Services
Arkansas
$975K +$7.4K +177 +0.8%
CFA
490
Camarda Financial Advisors
Florida
$972K +$882K +21,104 New
MAS
491
Meeder Advisory Services
Ohio
$969K +$33.8K +809 +4%
IAA
492
Independent Advisor Alliance
North Carolina
$963K +$27.1K +649 +3%
VIM
493
Vinva Investment Management
Australia
$957K -$2.03M -48,504 -69%
HFM
494
Hartford Financial Management
Connecticut
$945K
TIAA Trust, National Association
495
TIAA Trust, National Association
North Carolina
$943K -$101K -2,408 -11%
OL
496
one8zero8 LLC
North Carolina
$935K +$2.09K +50 +0.2%
MFG
497
Merit Financial Group
Georgia
$919K +$606K +14,497 +267%
WS
498
Wedbush Securities
California
$918K +$21.4K +512 +3%
GI
499
GAMMA Investing
California
$910K +$175K +4,183 +27%
IFG
500
Independent Financial Group
California
$904K +$530K +12,671 +182%

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.