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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
AMIM
676
Aull & Monroe Investment Management
Alabama
$419K -$4.18K -100 -1%
MBT
677
Montecito Bank & Trust
California
$418K +$379K +9,067 New
CS
678
Capital Square
Tennessee
$416K -$27.5K -659 -7%
EWA
679
EP Wealth Advisors
California
$416K -$24.9K -596 -6%
RCM
680
RNC Capital Management
California
$413K
AWA
681
Arkadios Wealth Advisors
Georgia
$413K +$55.1K +1,318 +17%
V
682
VeraBank
Texas
$410K +$418 +10 +0.1%
SLG
683
Stanley-Laman Group
Pennsylvania
$409K +$13.5K +323 +4%
CWS
684
Confluence Wealth Services
Pennsylvania
$406K +$11.5K +275 +3%
NP
685
NorthRock Partners
Minnesota
$403K +$24K +573 +7%
WB
686
WesBanco Bank
West Virginia
$403K -$50.2K -1,200 -12%
AI
687
Atom Investors
Texas
$403K +$39.7K +949 +12%
LF
688
Lantz Financial
Illinois
$402K -$2.21K -53 -0.6%
NG
689
Norden Group
Utah
$402K +$62.5K +1,494 +21%
FNBTCON
690
First National Bank & Trust Co of Newtown
Pennsylvania
$402K
SOW
691
State of Wyoming
Wyoming
$401K +$110K +2,629 +43%
CA
692
Clearstead Advisors
Ohio
$400K -$26.3K -630 -7%
PTC
693
Private Trust Company
Ohio
$400K +$5.22K +125 +1%
GFG
694
Goldstone Financial Group
Illinois
$397K -$7.57K -181 -2%
SH
695
SLT Holdings
Arizona
$396K +$359K +8,600 New
MIP
696
Marietta Investment Partners
Wisconsin
$392K
HIA
697
Harbor Investment Advisory
Maryland
$389K -$39.3K -941 -10%
CT
698
Chicago Trust
Illinois
$387K +$127K +3,050 +57%
BCA
699
Bay Colony Advisors
Massachusetts
$386K +$88K +2,106 +32%
VC
700
Veery Capital
Delaware
$386K +$20.9K +500 +6%

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.