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Exelon
EXC

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: 1,051 → 1,100 (+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: 9 → 6 (-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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
526
E Fund Management
China
$538K +$135K +3,485 +32%
SI
527
Stephens Inc
Arkansas
$533K +$62.5K +1,610 +13%
BDF
528
Black Diamond Financial
Maryland
$532K -$155 -4 -0%
LSV Asset Management
529
LSV Asset Management
Illinois
$531K -$77.6K -2,000 -12%
TG
530
TCW Group
California
$526K +$13.8K +357 +3%
AWS
531
Atria Wealth Solutions
New York
$523K -$6.56K -169 -1%
KPWS
532
Kestra Private Wealth Services
Texas
$520K -$69.3K -1,787 -11%
SLI
533
Sumitomo Life Insurance
Japan
$515K -$20.5K -529 -4%
KA
534
Kintegral Advisory
New York
$513K -$24.6K -635 -4%
FRA
535
Frank Rimerman Advisors
California
$513K +$91.3K +2,353 +21%
PT
536
Plimoth Trust
Massachusetts
$512K -$1.94K -50 -0.4%
VT
537
Vise Technologies
New York
$511K +$104K +2,678 +25%
IRC
538
Investors Research Corp
Georgia
$508K – – –
PWM
539
Partnership Wealth Management
Maryland
$507K – – –
Jones Financial Companies
540
Jones Financial Companies
Missouri
$504K +$270K +6,968 +108%
PFS
541
Prospera Financial Services
Texas
$501K +$70K +1,805 +16%
LIA
542
LSP Investment Advisors
New York
$500K – – –
PI
543
PFG Investments
New York
$495K +$11.8K +305 +2%
AAM
544
Advisors Asset Management
Colorado
$494K +$509K +13,128 New
IPAM
545
ICICI Prudential Asset Management
India
$493K +$931 +24 +0.2%
SW
546
SVB Wealth
Massachusetts
$490K +$505K +13,007 New
AG
547
Algert Global
California
$489K +$504K +13,003 New
BPA
548
Beacon Pointe Advisors
California
$487K +$31.8K +821 +7%
CNBT
549
Cornerstone National Bank & Trust
Illinois
$484K – – –
RIA
550
Regal Investment Advisors
Michigan
$479K -$142K -3,655 -22%
20 21
22
23 24

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.