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1,248 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 513 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $174M | Put options by funds: $122M

37% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 374

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.17% more ownership

Funds ownership: 83.87%89.04% (+5.2%)

4% more funds holding

Funds holding: 1,1991,248 (+49)

3% more capital invested

Capital invested by funds: $38.1B → $39.2B (+$1.1B)

Holders
1,248
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
15.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
167
Increased
513
Reduced
374
Closed
93
Calls
$174M
Puts
$122M
Net Calls
+$51.9M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
651
Smith Group Asset Management
Texas
$479K
SWM
652
Segment Wealth Management
Texas
$479K +$13K +284 +3%
BF
653
BOK Financial
Oklahoma
$478K +$58K +1,270 +13%
MWA
654
Midland Wealth Advisors
Illinois
$476K -$19.7K -431 -4%
AWA
655
AmeriServ Wealth Advisors
Pennsylvania
$470K +$4.56K +100 +0.9%
AFG
656
Atomi Financial Group
New York
$470K +$27K +591 +6%
DT
657
Diversified Trust
Tennessee
$466K -$7.71K -169 -2%
BG
658
Bollard Group
Massachusetts
$465K +$4.02K +88 +0.8%
HT
659
Headlands Technologies
Illinois
$462K +$484K +10,604 New
ICP
660
Interchange Capital Partners
Pennsylvania
$461K +$280K +6,129 +138%
EFS
661
Essex Financial Services
Connecticut
$461K +$78.4K +1,717 +19%
FCP
662
Fidelis Capital Partners
Florida
$457K +$1.78K +39 +0.4%
TPA
663
Trivium Point Advisory
Connecticut
$456K +$36.1K +792 +8%
LS
664
Livforsakringsbolaget Skandia
Sweden
$455K
JIC
665
Johnson Investment Counsel
Ohio
$454K +$365 +8 +0.1%
ClearBridge Investments
666
ClearBridge Investments
New York
$452K +$10.1K +221 +2%
EAM
667
Erste Asset Management
Austria
$449K +$22.8K +499 +5%
V
668
VeraBank
Texas
$446K -$30.5K -668 -6%
HTC
669
Haverford Trust Company
Pennsylvania
$445K +$1.46K +32 +0.3%
TC
670
Town Capital
Maryland
$445K +$465K +10,198 New
CCA
671
Checchi Capital Advisers
California
$443K -$4.06K -89 -0.9%
PCIA
672
Prime Capital Investment Advisors
Kansas
$443K +$22.1K +485 +5%
PVI
673
Pine Valley Investments
New Jersey
$443K -$593 -13 -0.1%
AFW
674
Avantra Family Wealth
Pennsylvania
$443K +$5.93K +130 +1%
FFA
675
First Foundation Advisors
California
$440K +$461K +10,092 New