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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 %
PFP
651
Paragon Financial Partners
California
$450K – – –
CBTWT
652
Community Bank & Trust (Waco, Texas)
Texas
$446K -$3.23K -70 -0.7%
BF
653
BOK Financial
Oklahoma
$445K +$27.5K +596 +7%
RT
654
Rockland Trust
Massachusetts
$445K +$445K +9,659 New
TSWM
655
Tyler-Stone Wealth Management
Ohio
$445K – – –
FB
656
Finward Bancorp
Indiana
$445K – – –
IWC
657
Integrated Wealth Concepts
Massachusetts
$439K -$22.8K -495 -5%
SWP
658
Sagespring Wealth Partners
Tennessee
$437K +$437K +9,474 New
MOS
659
MGO One Seven
Ohio
$432K +$157K +3,411 +57%
YIH
660
Y-Intercept (HK)
Hong Kong
$431K +$141K +3,060 +49%
DAS
661
Diversify Advisory Services
Utah
$430K +$430K +9,171 New
OBWG
662
Onyx Bridge Wealth Group
New York
$428K – – –
CHP
663
Cable Hill Partners
Oregon
$426K -$6.33K -135 -1%
SL
664
Sentinus LLC
Illinois
$426K -$4.38K -95 -1%
Two Sigma Advisers
665
Two Sigma Advisers
New York
$424K -$1.17M -25,400 -73%
UF
666
Univest Financial
Pennsylvania
$424K +$424K +9,200 New
GT
667
Glenview Trust
Kentucky
$423K +$168K +3,646 +66%
PCA
668
Pallas Capital Advisors
Massachusetts
$420K +$165K +3,591 +65%
AMIM
669
Aull & Monroe Investment Management
Alabama
$419K -$4.61K -100 -1%
MBT
670
Montecito Bank & Trust
California
$418K +$418K +9,067 New
CS
671
Capital Square
Tennessee
$416K -$30.4K -659 -7%
EWA
672
EP Wealth Advisors
California
$416K -$27.5K -596 -6%
RCM
673
RNC Capital Management
California
$413K – – –
AWA
674
Arkadios Wealth Advisors
Georgia
$413K +$60.7K +1,318 +17%
V
675
VeraBank
Texas
$410K +$461 +10 +0.1%
25 26
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