We are live on ! Find out more

1,247 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $174M | Put options by funds: $122M

37% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 374

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.17% more ownership

Funds ownership: 83.87%89.04% (+5.2%)

4% more funds holding

Funds holding: 1,1981,247 (+49)

3% more capital invested

Capital invested by funds: $38.1B → $39.2B (+$1.1B)

Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
167
Increased
512
Reduced
374
Closed
93
Calls
$174M
Puts
$122M
Net Calls
+$51.9M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
526
Elevated Capital Advisors
Utah
$850K +$27.7K +607 +3%
OC
527
Oppenheimer & Co
New York
$846K -$61.7K -1,352 -7%
GAM
528
Groupama Asset Management
France
$832K -$70.6K -1,547 -7%
DC
529
Davenport & Co
Virginia
$831K +$557K +12,212 +178%
SLWA
530
San Luis Wealth Advisors
California
$829K +$90.5K +1,984 +12%
JCM
531
Jacobi Capital Management
Pennsylvania
$824K +$27.6K +605 +3%
TCA
532
Transcend Capital Advisors
New Jersey
$821K -$295K -6,471 -26%
PAM
533
Paradigm Asset Management
New York
$820K -$50.2K -1,100 -6%
SAI
534
Savvy Advisors Inc
New York
$819K +$142K +3,112 +20%
CP
535
Cornerstone Planning
North Carolina
$812K +$847K +18,555 New
WEG
536
World Equity Group
Illinois
$802K +$43.4K +951 +5%
IAIM
537
International Assets Investment Management
Florida
$801K +$57.5K +1,260 +7%
SWP
538
Stratos Wealth Partners
Ohio
$791K +$31.5K +690 +4%
CIBC Private Wealth Group
539
CIBC Private Wealth Group
Georgia
$783K -$85.8K -1,881 -9%
AAP
540
Arax Advisory Partners
Colorado
$783K +$92.8K +2,034 +13%
4WM
541
44 Wealth Management
Oregon
$781K +$9.08K +199 +1%
SC
542
Syon Capital
California
$780K +$174K +3,813 +27%
S
543
SignatureFD
Georgia
$779K +$24.1K +528 +3%
TE
544
Tema ETFs
New York
$778K -$2.37K -52 -0.3%
BFM
545
Boothbay Fund Management
New York
$764K -$230K -5,029 -22%
BP
546
Ballentine Partners
Massachusetts
$762K -$25.7K -563 -3%
IWM
547
IHT Wealth Management
Illinois
$762K -$15.6K -342 -2%
QCG
548
Quadrant Capital Group
Ohio
$761K +$32.4K +710 +4%
IRP
549
Investment Research Partners
Pennsylvania
$757K +$34.1K +748 +5%
OIAM
550
OFI Invest Asset Management
France
$754K -$46.5M -1,018,020 -98%