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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
SPC
551
Sigma Planning Corp
Michigan
$754K +$45.5K +998 +6%
CAM
552
Costello Asset Management
Pennsylvania
$750K -$7.26K -159 -0.9%
LWP
553
LFG Wealth Partners
Kentucky
$750K +$785K +17,202 New
Two Sigma Investments
554
Two Sigma Investments
New York
$750K -$114K -2,500 -13%
VA
555
VestGen Advisors
Illinois
$738K -$395K -8,657 -34%
SB
556
Simmons Bank
Arkansas
$732K -$10.5K -231 -1%
LSIA
557
LaSalle St. Investment Advisors
Illinois
$731K +$50.7K +1,112 +7%
PIA
558
Perennial Investment Advisors
California
$727K +$762K +16,688 New
NSIM
559
North Star Investment Management
Illinois
$727K +$3.56K +78 +0.5%
WC
560
Wexford Capital
Florida
$727K +$236K +5,167 +45%
CAU
561
Caxton Associates (UK)
$723K +$756K +16,576 New
LP
562
LMR Partners
United Kingdom
$715K +$198K +4,330 +36%
AC
563
AlphaCore Capital
California
$711K +$146K +3,194 +24%
IPAM
564
ICICI Prudential Asset Management
India
$707K +$32.1K +704 +5%
EH
565
Equitable Holdings
New York
$700K -$121K -2,660 -14%
CA
566
COFG Advisors
Illinois
$697K +$729K +15,983 New
BIG
567
Brooklyn Investment Group
New York
$696K +$235K +5,141 +48%
TIAA Trust, National Association
568
TIAA Trust, National Association
North Carolina
$693K -$182K -3,987 -20%
TG
569
TCW Group
California
$692K +$725K +15,886 New
ABTD
570
Arvest Bank Trust Division
Oklahoma
$692K -$14K -307 -2%
BEI
571
Benjamin Edwards Inc
Missouri
$689K +$121K +2,651 +20%
Vontobel Holding
572
Vontobel Holding
Switzerland
$679K -$7.67K -168 -1%
CFP
573
Catalyst Financial Partners
Massachusetts
$677K +$250K +5,477 +54%
BPA
574
Beacon Pointe Advisors
California
$673K +$29K +635 +4%
WB
575
WesBanco Bank
West Virginia
$667K -$111K -2,430 -14%