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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 168 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 168 | 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: 512 | 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: 1,1981,248 (+50)

3% more capital invested

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

Holders
1,248
Holders Change
+50
Holders Change %
+4.17%
% 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
168
Increased
512
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
CA
676
Clearstead Advisors
Ohio
$440K +$19.2K +420 +4%
AA
677
Advisory Alpha
Michigan
$438K +$42.9K +939 +10%
BCA
678
Bay Colony Advisors
Massachusetts
$437K -$31.9K -700 -7%
SWP
679
Significant Wealth Partners
Illinois
$435K -$41.7K -913 -8%
LF
680
Lantz Financial
Illinois
$434K -$913 -20 -0.2%
CAG
681
Crestwood Advisors Group
Massachusetts
$432K +$116K +2,543 +34%
IA
682
Invested Advisors
Pennsylvania
$432K +$137K +3,000 +43%
BBPWM
683
Blue Bell Private Wealth Management
Pennsylvania
$431K -$37.7K -826 -8%
AH
684
Addis & Hill
Pennsylvania
$431K
EWA
685
EP Wealth Advisors
California
$429K +$449K +9,837 New
MCB
686
Morton Community Bank
Illinois
$428K -$124K -2,709 -22%
CI
687
Cigna Investments
Connecticut
$426K -$6.85K -150 -2%
MNBTD
688
Moody National Bank Trust Division
Texas
$426K -$205K -4,489 -31%
JSW
689
Journey Strategic Wealth
New Jersey
$424K +$3.97K +87 +0.9%
FB
690
Finward Bancorp
Indiana
$417K
CBTWT
691
Community Bank & Trust (Waco, Texas)
Texas
$417K
CGPCS
692
Capital Group Private Client Services
California
$417K +$437K +9,565 New
MG
693
Mather Group
Illinois
$417K -$77.9K -1,708 -15%
FFS
694
Founders Financial Securities
Maryland
$416K +$53.1K +1,163 +14%
SL
695
Sentinus LLC
Illinois
$416K +$3.88K +85 +0.9%
SI
696
Seeds Investor
New York
$416K +$11K +241 +3%
IAS
697
Investment Advisory Services
Texas
$414K
OBWG
698
Onyx Bridge Wealth Group
New York
$409K
PFP
699
Paragon Financial Partners
California
$407K
IC
700
Inscription Capital
Texas
$406K +$17.8K +391 +4%