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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
626
Entropy Technologies
New York
$366K +$377K +9,725 New
SAM
627
Smartleaf Asset Management
Massachusetts
$364K +$132K +3,409 +55%
TSWM
628
Tyler-Stone Wealth Management
Ohio
$363K – – –
FB
629
Finward Bancorp
Indiana
$363K +$374K +9,651 New
EWA
630
EP Wealth Advisors
California
$362K -$2.6K -67 -0.7%
TCWM
631
Total Clarity Wealth Management
Illinois
$361K +$121K +3,111 +48%
NICM
632
Neo Ivy Capital Management
New York
$360K +$372K +9,588 New
BFG
633
Bleakley Financial Group
New Jersey
$359K -$42.2K -1,087 -10%
CFP
634
Catalyst Financial Partners
Massachusetts
$359K -$22.8K -589 -6%
BFAG
635
Blackston Financial Advisory Group
Florida
$356K +$23.9K +616 +7%
1C
636
111 Capital
France
$355K +$366K +9,427 New
WA
637
Waverly Advisors
Alabama
$354K +$156K +4,013 +74%
GLF
638
Groupe la Francaise
France
$354K +$369K +9,509 New
HIA
639
Harbor Investment Advisory
Maryland
$353K +$18.5K +476 +5%
SWM
640
Spire Wealth Management
Virginia
$351K -$4K -103 -1%
SL
641
Sentinus LLC
Illinois
$351K -$79.3K -2,044 -18%
CA
642
Clearstead Advisors
Ohio
$350K -$22.1K -571 -6%
OBWG
643
Onyx Bridge Wealth Group
New York
$350K +$361K +9,297 New
CHP
644
Cable Hill Partners
Oregon
$347K +$358K +9,228 New
AMIM
645
Aull & Monroe Investment Management
Alabama
$346K – – –
HBT
646
Heartland Bank & Trust
Illinois
$343K -$1.67K -43 -0.5%
SI
647
Seeds Investor
New York
$342K -$6.32K -163 -2%
BAM
648
Blueshift Asset Management
New Jersey
$341K -$186K -4,792 -35%
AFW
649
Avantra Family Wealth
Pennsylvania
$340K +$351K +9,037 New
BF
650
BOK Financial
Oklahoma
$338K -$466 -12 -0.1%
24 25
26
27 28

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.