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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 %
SAI
526
Savvy Advisors Inc
New York
$763K +$41.1K +891 +6%
SGI
527
Summit Global Investments
Utah
$761K +$761K +16,505 New
ACA
528
Aptus Capital Advisors
Alabama
$761K +$98.6K +2,140 +15%
NSIM
529
North Star Investment Management
Illinois
$759K +$2.95K +64 +0.4%
CFG
530
Cooper Financial Group
California
$758K +$69.8K +1,515 +10%
JCM
531
Jacobi Capital Management
Pennsylvania
$758K +$6.13K +133 +0.8%
FIA
532
Foundations Investment Advisors
Arizona
$757K +$442K +9,598 +141%
NIM
533
Nexus Investment Management
Ontario, Canada
$757K +$100K +1,515 +15%
SLWA
534
San Luis Wealth Advisors
California
$744K +$744K +16,141 New
WSFS
535
Wilmington Savings Fund Society
Delaware
$741K +$287K +6,220 +63%
S
536
SignatureFD
Georgia
$739K +$47.6K +1,034 +7%
SPC
537
Sigma Planning Corp
Michigan
$738K +$23.4K +508 +3%
SC
538
Steph & Co
Wisconsin
$728K -$44.1K -958 -6%
TBT
539
Texas Bank & Trust
Texas
$728K -$42.3K -918 -5%
WCP
540
Wealthcare Capital Partners
Pennsylvania
$726K +$5.67K +123 +0.8%
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$724K -$1.56K -35 -0.2%
QCG
542
Quadrant Capital Group
Ohio
$719K +$472K +10,242 +191%
AWS
543
Atria Wealth Solutions
New York
$714K +$73.4K +1,592 +11%
FRA
544
Frank Rimerman Advisors
California
$711K +$83.2K +1,805 +13%
LSIA
545
LaSalle St. Investment Advisors
Illinois
$709K +$7.28K +158 +1%
LA
546
Lakeside Advisors
Washington
$708K -$41.5K -900 -6%
SIG
547
Sargent Investment Group
Maryland
$707K +$161K +3,485 +29%
AAS
548
Ameritas Advisory Services
Nebraska
$706K – – –
AIC
549
Archer Investment Corporation
Indiana
$704K – – –
PWM
550
Perigon Wealth Management
California
$703K +$21.7K +471 +3%
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