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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
EWS
601
Evergreen Wealth Solutions
Pennsylvania
$568K +$169K +4,033 +49%
LSL
602
Legacy Solutions LLC
Pennsylvania
$567K -$2.59K -62 -0.5%
KA
603
KLCM Advisors
Wisconsin
$566K +$100K +2,400 +24%
NICM
604
Neo Ivy Capital Management
New York
$559K +$107K +2,550 +27%
CAMG
605
CWA Asset Management Group
Florida
$558K +$17.3K +415 +4%
PA
606
Pinnacle Associates
New York
$557K +$22.5K +539 +5%
SA
607
Strategic Advisors
New York
$555K +$125 +3 +0%
ACIM
608
Azimuth Capital Investment Management
Michigan
$555K +$2.09K +50 +0.4%
BFG
609
Bleakley Financial Group
New Jersey
$554K +$104K +2,480 +26%
SACTSONJ
610
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K
CIA
611
Concurrent Investment Advisors
Florida
$552K +$52K +1,243 +12%
AFP
612
Ausdal Financial Partners
Iowa
$552K +$7.44K +178 +2%
CCA
613
Cora Capital Advisors
New Jersey
$550K +$42 +1 +0%
TCM
614
Teza Capital Management
Illinois
$546K +$495K +11,851 New
PA
615
Parallel Advisors
California
$535K +$137K +3,270 +39%
MWA
616
Midland Wealth Advisors
Illinois
$523K -$164K -3,935 -26%
SW
617
SVB Wealth
Massachusetts
$521K -$70.6K -1,690 -13%
CAM
618
Cidel Asset Management
Ontario, Canada
$521K -$20.7K -496 -4%
SI
619
Seeds Investor
New York
$520K +$91.8K +2,195 +24%
DO
620
denkapparat Operations
Germany
$517K +$469K +11,222 New
SAM
621
Smartleaf Asset Management
Massachusetts
$514K +$76.6K +1,832 +19%
IAS
622
Investment Advisory Services
Texas
$512K
CFG
623
Citizens Financial Group
Rhode Island
$510K +$213K +5,088 +85%
PCG
624
Prosperity Consulting Group
Maryland
$508K +$9.99K +239 +2%
SGAM
625
Smith Group Asset Management
Texas
$507K

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.