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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
LSIA
551
LaSalle St. Investment Advisors
Illinois
$709K +$6.6K +158 +1%
LA
552
Lakeside Advisors
Washington
$708K -$37.6K -900 -6%
SIG
553
Sargent Investment Group
Maryland
$707K +$146K +3,485 +29%
AAS
554
Ameritas Advisory Services
Nebraska
$706K
AIC
555
Archer Investment Corporation
Indiana
$704K
PWM
556
Perigon Wealth Management
California
$703K +$19.7K +471 +3%
ISL
557
Ingalls & Snyder LLC
New York
$700K -$1.5K -36 -0.2%
SM
558
STF Management
Texas
$699K -$251 -6 -0%
KPWS
559
Kestra Private Wealth Services
Texas
$692K +$49.7K +1,189 +9%
KWA
560
Kingswood Wealth Advisors
California
$689K +$314K +7,505 +101%
RS
561
R Squared
Hong Kong
$682K +$452K +10,810 +270%
TG
562
TCW Group
California
$680K +$33K +790 +6%
CT
563
Caldwell Trust
Florida
$670K -$48.9K -1,170 -7%
RBI
564
Raiffeisen Bank International
Austria
$654K -$361K -8,630 -37%
BBA
565
BLB&B Advisors
Pennsylvania
$653K -$5.22K -125 -0.9%
BDF
566
Black Diamond Financial
Maryland
$652K +$125 +3 +0%
LA
567
Legacy Advisors
Pennsylvania
$649K +$589K +14,093 New
RAG
568
RIA Advisory Group
Iowa
$647K +$115K +2,759 +24%
SCTC
569
Sanibel Captiva Trust Company
Florida
$644K +$83.6K +2,000 +17%
MNBTD
570
Moody National Bank Trust Division
Texas
$643K -$65.1K -1,558 -10%
TWM
571
TriaGen Wealth Management
California
$643K +$583K +13,949 New
Wolverine Trading
572
Wolverine Trading
Illinois
$642K +$260K +6,217 +76%
FFA
573
Farther Finance Advisors
California
$642K +$326K +7,789 +126%
SLI
574
Sumitomo Life Insurance
Japan
$639K +$7.78K +186 +1%
FTWA
575
Fifth Third Wealth Advisors
Ohio
$639K -$86.1K -2,060 -13%

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.