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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
UBP
626
Union Bancaire Privee
Switzerland
$500K +$33.4K +798 +7%
AWM
627
Axxcess Wealth Management
California
$498K +$15.5K +371 +4%
CCA
628
Checchi Capital Advisers
California
$497K +$35.1K +839 +8%
VCA
629
Verdence Capital Advisors
Maryland
$496K +$166K +3,971 +58%
Bessemer Group
630
Bessemer Group
New Jersey
$494K +$39K +933 +10%
AWA
631
AmeriServ Wealth Advisors
Pennsylvania
$494K -$10.1K -242 -2%
BBPWM
632
Blue Bell Private Wealth Management
Pennsylvania
$494K
PFS
633
Prospera Financial Services
Texas
$493K -$109K -2,610 -20%
PCIA
634
Prime Capital Investment Advisors
Kansas
$490K +$98.1K +2,346 +28%
CAM
635
Carret Asset Management
New York
$490K +$36.2K +865 +9%
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
$485K -$91.8K -2,195 -17%
WC
637
Waterloo Capital
Texas
$482K +$437K +10,452 New
BG
638
Bollard Group
Massachusetts
$480K +$3.55K +85 +0.8%
CTC
639
Central Trust Company
Missouri
$479K
FCP
640
Fidelis Capital Partners
Florida
$479K +$48.6K +1,163 +13%
SWP
641
Significant Wealth Partners
Illinois
$478K -$2.93K -70 -0.7%
JIC
642
Johnson Investment Counsel
Ohio
$477K +$23K +550 +6%
WA
643
WBH Advisory
Maryland
$473K +$3.6K +86 +0.8%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$470K
HTC
645
Haverford Trust Company
Pennsylvania
$469K -$41.6K -996 -9%
CIA
646
ClearBridge Investments (Australia)
Australia
$468K +$128K +3,058 +43%
CAM
647
Costello Asset Management
Pennsylvania
$467K -$5.02K -120 -1%
CI
648
Cigna Investments
Connecticut
$467K -$5.22K -125 -1%
AFW
649
Avantra Family Wealth
Pennsylvania
$467K +$45.7K +1,094 +12%
SF
650
Synovus Financial
Georgia
$463K +$9.74K +233 +2%

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.