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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
CCM
501
Coldstream Capital Management
Washington
$900K +$45.6K +1,091 +6%
HI
502
Horizon Investments
North Carolina
$900K +$37.1K +887 +5%
AWM
503
Apollon Wealth Management
South Carolina
$899K +$75.8K +1,813 +10%
SFI
504
Siemens Fonds Invest
Germany
$896K +$360K +8,605 +79%
QI
505
Qtron Investments
Massachusetts
$872K +$145K +3,480 +23%
PCM
506
Penserra Capital Management
California
$870K +$681K +16,289 +620%
BCI
507
Brinker Capital Investments
Pennsylvania
$868K +$426K +10,197 +118%
OPS
508
Orion Portfolio Solutions
Nebraska
$868K +$426K +10,197 +118%
MWM
509
Modern Wealth Management
Kansas
$863K +$148K +3,535 +23%
4WM
510
44 Wealth Management
Oregon
$855K -$4.47K -107 -0.6%
PS
511
Principal Securities
Iowa
$851K
EH
512
Equitable Holdings
New York
$849K +$23.8K +569 +3%
SOAMC
513
Spirit of America Management Corp
New York
$839K +$20.9K +500 +3%
IA
514
Integrity Alliance
Iowa
$835K +$757K +18,112 New
SWP
515
Stratos Wealth Partners
Ohio
$834K -$17.3K -414 -2%
WA
516
Waverly Advisors
Alabama
$827K +$357K +8,535 +91%
CB
517
Community Bank
New York
$825K -$46K -1,101 -6%
SPA
518
Sherbrooke Park Advisers
New York
$823K -$553K -13,232 -43%
WHRC
519
W.H. Reaves & Co
New Jersey
$822K
O
520
Ossiam
France
$822K -$1.48M -35,296 -66%
MSA
521
MUFG Securities Americas
New York
$820K +$124K +2,960 +20%
BP
522
Ballentine Partners
Massachusetts
$811K +$82.7K +1,978 +13%
SB
523
Simmons Bank
Arkansas
$806K -$18.2K -435 -2%
AI
524
Atria Investments
North Carolina
$805K +$61.7K +1,476 +9%
FPAS
525
Focus Partners Advisor Solutions
Missouri
$799K +$260K +6,209 +56%

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.