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Exelon
EXC

Overview Fund Activity

1,176 hedge funds and large institutions have $37.8B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 471 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+90
Holders Change %
+8.29%
% of All Funds
15.97%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.18%
New
188
Increased
471
Reduced
322
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M
3
AIP
Atlas Infrastructure Partners
United Kingdom
+$176M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$171M
5
Barclays
Barclays
United Kingdom
+$165M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
5
Lazard Asset Management
Lazard Asset Management
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
601
Bleakley Financial Group
New Jersey
$554K +$114K +2,480 +26%
SACTSONJ
602
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
CIA
603
Concurrent Investment Advisors
Florida
$552K +$57.3K +1,243 +12%
AFP
604
Ausdal Financial Partners
Iowa
$552K +$8.2K +178 +2%
CCA
605
Cora Capital Advisors
New Jersey
$550K +$46 +1 +0%
TCM
606
Teza Capital Management
Illinois
$546K +$546K +11,851 New
PA
607
Parallel Advisors
California
$535K +$151K +3,270 +39%
MWA
608
Midland Wealth Advisors
Illinois
$523K -$181K -3,935 -26%
SW
609
SVB Wealth
Massachusetts
$521K -$77.9K -1,690 -13%
CAM
610
Cidel Asset Management
Ontario, Canada
$521K -$22.9K -496 -4%
SI
611
Seeds Investor
New York
$520K +$101K +2,195 +24%
DO
612
denkapparat Operations
Germany
$517K +$517K +11,222 New
SAM
613
Smartleaf Asset Management
Massachusetts
$514K +$81.9K +1,832 +19%
IAS
614
Investment Advisory Services
Texas
$512K – – –
CFG
615
Citizens Financial Group
Rhode Island
$510K +$234K +5,088 +85%
PCG
616
Prosperity Consulting Group
Maryland
$508K +$11K +239 +2%
SGAM
617
Smith Group Asset Management
Texas
$507K – – –
UBP
618
Union Bancaire Privee
Switzerland
$500K +$33K +798 +7%
AWM
619
Axxcess Wealth Management
California
$498K +$17.1K +371 +4%
CCA
620
Checchi Capital Advisers
California
$497K +$38.7K +839 +8%
VCA
621
Verdence Capital Advisors
Maryland
$496K +$183K +3,971 +58%
BFAG
622
Blackston Financial Advisory Group
Florida
$495K +$59.3K +1,286 +14%
Bessemer Group
623
Bessemer Group
New Jersey
$494K +$43K +933 +10%
AWA
624
AmeriServ Wealth Advisors
Pennsylvania
$494K -$11.2K -242 -2%
BBPWM
625
Blue Bell Private Wealth Management
Pennsylvania
$494K – – –
23 24
25
26 27