1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
701
Segment Wealth Management
Texas
$268K +$19.9K +530 +8%
SCA
702
Snowden Capital Advisors
New York
$267K +$2.94K +78 +1%
CIA
703
ClearBridge Investments (Australia)
Australia
$267K -$30.7K -816 -10%
MW
704
Marcum Wealth
Ohio
$266K +$23.6K +627 +10%
CGL
705
Clarius Group LLC
Washington
$264K +$56.4K +1,498 +27%
IC
706
Iconiq Capital
California
$263K +$263K +6,979 New
RCA
707
Resonant Capital Advisors
Wisconsin
$262K +$46.3K +1,229 +21%
GLA
708
Good Life Advisors
Pennsylvania
$261K -$15.3K -406 -6%
HIC
709
Hartline Investment Corp
Illinois
$259K -$5.27K -140 -2%
FIA
710
Foundations Investment Advisors
Arizona
$257K -$26.5K -703 -9%
VCA
711
Verdence Capital Advisors
Maryland
$256K -$54.7K -1,452 -18%
WIA
712
World Investment Advisors
California
$256K -$3.61K -96 -1%
FHC
713
First Heartland Consultants
Missouri
$256K -$4.82K -128 -2%
KIG
714
Kennedy Investment Group
New Jersey
$255K +$1.54K +41 +0.6%
TIA
715
Tiemann Investment Advisors
California
$253K
ASN
716
Advisory Services Network
Georgia
$253K -$9.34K -248 -4%
EP
717
Essential Planning
New Hampshire
$252K +$252K +6,500 New
OIA
718
OneDigital Investment Advisors
Kansas
$251K -$10.9K -289 -4%
CWM
719
Congress Wealth Management
Massachusetts
$250K +$250K +6,648 New
SF
720
Summit Financial
New Jersey
$249K -$18.1K -480 -7%
NF
721
Nikulski Financial
Iowa
$249K +$249K +6,625 New
CFG
722
Compton Financial Group
Maryland
$249K +$36.1K +958 +17%
LBC
723
Leigh Baldwin & Co
New York
$248K +$248K +6,575 New
BCA
724
Bay Colony Advisors
Massachusetts
$246K +$25.7K +682 +12%
VFA
725
Valeo Financial Advisors
Indiana
$244K +$31K +823 +15%