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1,248 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 168 | 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: 1,1981,248 (+50)

3% more capital invested

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

Holders
1,248
Holders Change
+50
Holders Change %
+4.17%
% of All Funds
15.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
168
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
TBT
576
Texas Bank & Trust
Texas
$662K -$7.35K -161 -1%
AIC
577
Archer Investment Corporation
Indiana
$661K -$5.16K -113 -0.7%
BDF
578
Black Diamond Financial
Maryland
$661K +$45.8K +1,003 +7%
CT
579
Caldwell Trust
Florida
$657K
AAS
580
Ameritas Advisory Services
Nebraska
$642K +$162K +3,559 +32%
PFS
581
Prospera Financial Services
Texas
$642K -$48.4K -1,061 -7%
SAM
582
Smartleaf Asset Management
Massachusetts
$630K +$29.7K +650 +5%
FTWA
583
Fifth Third Wealth Advisors
Ohio
$628K -$22.3K -489 -3%
CFG
584
Cooper Financial Group
California
$625K -$21.3K -466 -3%
GI
585
GAMCO Investors
Connecticut
$623K -$12.6K -275 -2%
ISL
586
Ingalls & Snyder LLC
New York
$622K
SCTC
587
Sanibel Captiva Trust Company
Florida
$613K +$3.42K +75 +0.5%
PI
588
PFG Investments
New York
$611K +$51.4K +1,126 +9%
MMHP
589
Murphy Middleton Hinkle & Parker
Georgia
$611K +$74.6K +1,635 New
ACA
590
Aptus Capital Advisors
Alabama
$610K +$21.7K +475 +4%
IAN
591
Integrated Advisors Network
Texas
$609K -$137K -2,992 -18%
TC
592
Trium Capital
United Kingdom
$607K +$635K +13,917 New
SF
593
Summit Financial
New Jersey
$606K +$213K +4,668 +51%
PFPG
594
Pinnacle Financial Partners (Georgia)
Georgia
$605K +$634K +13,882 New
LA
595
Lakeside Advisors
Washington
$604K -$6.85K -150 -1%
TWM
596
TriaGen Wealth Management
California
$603K -$1.69K -37 -0.3%
AWA
597
Arkadios Wealth Advisors
Georgia
$602K -$64.8K -1,419 -9%
KFG
598
Kingdom Financial Group
Arizona
$601K +$417K +9,130 +196%
PA
599
Parallel Advisors
California
$601K +$40.1K +878 +7%
PWM
600
PTM Wealth Management
United States
$601K +$5.71K +125 +0.9%