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Exelon
EXC

Overview Fund Activity

1,176 hedge funds and large institutions have $37.8B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 471 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+90
Holders Change %
+8.29%
% of All Funds
15.97%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.18%
New
188
Increased
471
Reduced
322
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M
3
AIP
Atlas Infrastructure Partners
United Kingdom
+$176M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$171M
5
Barclays
Barclays
United Kingdom
+$165M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
5
Lazard Asset Management
Lazard Asset Management
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
501
Brinker Capital Investments
Pennsylvania
$868K +$470K +10,197 +118%
OPS
502
Orion Portfolio Solutions
Nebraska
$868K +$470K +10,197 +118%
MWM
503
Modern Wealth Management
Kansas
$863K +$163K +3,535 +23%
4WM
504
44 Wealth Management
Oregon
$855K -$4.93K -107 -0.6%
PS
505
Principal Securities
Iowa
$851K – – –
EH
506
Equitable Holdings
New York
$849K +$26.2K +569 +3%
SOAMC
507
Spirit of America Management Corp
New York
$839K +$23K +500 +3%
IA
508
Integrity Alliance
Iowa
$835K +$835K +18,112 New
SWP
509
Stratos Wealth Partners
Ohio
$834K -$19.1K -414 -2%
WA
510
Waverly Advisors
Alabama
$827K +$393K +8,535 +91%
CB
511
Community Bank
New York
$825K -$50.7K -1,101 -6%
SPA
512
Sherbrooke Park Advisers
New York
$823K -$610K -13,232 -43%
WHRC
513
W.H. Reaves & Co
New Jersey
$822K – – –
O
514
Ossiam
France
$822K -$1.63M -35,296 -66%
MSA
515
MUFG Securities Americas
New York
$820K +$136K +2,960 +20%
BP
516
Ballentine Partners
Massachusetts
$811K +$91.1K +1,978 +13%
SB
517
Simmons Bank
Arkansas
$806K -$20K -435 -2%
AI
518
Atria Investments
North Carolina
$805K +$68K +1,476 +9%
FPAS
519
Focus Partners Advisor Solutions
Missouri
$799K +$286K +6,209 +56%
CWM
520
Congress Wealth Management
Massachusetts
$787K +$483K +10,572 +159%
NWM
521
Napa Wealth Management
California
$785K +$785K +17,029 New
IWM
522
IHT Wealth Management
Illinois
$785K -$36.3K -788 -4%
OQS
523
Occudo Quantitative Strategies
Florida
$776K +$776K +17,365 New
B
524
Bailard
California
$775K +$80K +1,736 +12%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$773K +$173K +3,868 +29%
19 20
21
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