We are live on ! Find out more

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
PI
576
PFG Investments
New York
$631K +$22.2K +532 +4%
SAG
577
SageView Advisory Group
California
$630K +$54.3K +1,299 +10%
KA
578
Kintegral Advisory
New York
$626K -$1.88K -45 -0.3%
IRC
579
Investors Research Corp
Georgia
$621K
PWM
580
Partnership Wealth Management
Maryland
$621K
CC
581
Callan Capital
California
$618K +$55.1K +1,318 +11%
IFU
582
iSAM Funds (UK)
United Kingdom
$617K +$559K +13,384 New
TC
583
TwinBeech Capital
New York
$614K +$557K +13,332 New
LIA
584
LSP Investment Advisors
New York
$612K
Connor, Clark & Lunn Investment Management (CC&L)
585
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$609K +$553K +13,222 New
BPA
586
Beacon Pointe Advisors
California
$605K +$8.28K +198 +2%
PT
587
Plimoth Trust
Massachusetts
$601K -$23.2K -555 -4%
PWM
588
PTM Wealth Management
United States
$597K +$561K +13,422 New
GWM
589
Geneos Wealth Management
Colorado
$595K +$373K +8,925 +224%
IPAM
590
ICICI Prudential Asset Management
India
$594K -$8.03K -192 -1%
LSV Asset Management
591
LSV Asset Management
Illinois
$594K -$50.2K -1,200 -9%
CNBT
592
Cornerstone National Bank & Trust
Illinois
$593K
DE
593
Diversified Enterprises
Delaware
$592K +$14.5K +348 +3%
LGF
594
LGT Group Foundation
Liechtenstein
$583K
TFGT
595
TS Financial Group (TSFG)
Illinois
$579K +$8.44K +202 +2%
LSA
596
Lansing Street Advisors
Pennsylvania
$578K +$1.59K +38 +0.3%
LS
597
Livforsakringsbolaget Skandia
Sweden
$578K
VCAM
598
Van Cleef Asset Management
Ohio
$576K +$2.88K +69 +0.6%
CAM
599
Campion Asset Management
Virginia
$575K -$10.9K -260 -2%
KeyBank National Association
600
KeyBank National Association
Ohio
$574K +$2.59K +62 +0.5%

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.