We are live on ! Find out more
EXC icon

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
RBC
676
Romano Brothers & Co
Illinois
$307K – – –
AWA
677
Aaron Wealth Advisors
Illinois
$303K +$18.3K +473 +6%
HI
678
Hendershot Investments
Virginia
$301K -$10.4K -268 -3%
PTP
679
Platform Technology Partners
New York
$299K -$39 -1 -0%
AOWM
680
Alpha Omega Wealth Management
Virginia
$296K – – –
VC
681
Veery Capital
Delaware
$296K – – –
CAM
682
Cresset Asset Management
Illinois
$296K -$2.81M -72,439 -90%
PSP
683
Principal Street Partners
Tennessee
$295K +$20K +516 +7%
IA
684
Insight Advisors
Pennsylvania
$295K – – –
AI
685
Atom Investors
Texas
$293K -$69.3K -1,787 -19%
S
686
SharpePoint
Arizona
$293K +$302K +7,782 New
PTC
687
Petrus Trust Company
Texas
$293K – – –
ESB
688
Essex Savings Bank
Connecticut
$292K +$1.75K +45 +0.6%
RP
689
Riverwater Partners
Wisconsin
$291K -$9.97K -257 -3%
KI
690
Kapitalo Investimentos
Brazil
$290K +$299K +7,709 New
GWA
691
GGM Wealth Advisors
Maryland
$289K – – –
AWA
692
Arkadios Wealth Advisors
Georgia
$288K +$89.6K +2,311 +43%
HCM
693
Hollencrest Capital Management
California
$282K – – –
KWA
694
Kingswood Wealth Advisors
California
$280K -$486K -12,529 -63%
APP
695
Avantax Planning Partners
Iowa
$280K +$8.07K +208 +3%
CAM
696
Centre Asset Management
New York
$277K +$19.8K +510 +7%
VWA
697
VSM Wealth Advisory
Maryland
$277K +$285K +7,355 New
ILI
698
Invesco LLC (Illinois)
Illinois
$275K -$4.38K -113 -2%
NG
699
Norden Group
Utah
$272K +$13.9K +358 +5%
CA
700
CGN Advisors
Kansas
$272K – – –
26 27
28
29 30

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.