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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
SI
701
Stephens Inc
Arkansas
$380K -$247K -5,916 -42%
CK
702
Cohen Klingenstein
New York
$378K
SWM
703
Segment Wealth Management
Texas
$377K +$43.8K +1,047 +15%
RBC
704
Romano Brothers & Co
Illinois
$375K
SIP
705
Stoneridge Investment Partners
Pennsylvania
$375K -$3.91M -93,608 -92%
WIA
706
World Investment Advisors
California
$373K +$54.8K +1,310 +19%
OIA
707
OneDigital Investment Advisors
Kansas
$373K +$59.6K +1,425 +21%
YWM
708
Yardley Wealth Management
Pennsylvania
$369K -$334K -8,000 -50%
HI
709
Hendershot Investments
Virginia
$369K
First Manhattan
710
First Manhattan
New York
$368K -$7.82K -187 -2%
AFG
711
Atomi Financial Group
New York
$368K +$334K +7,991 New
PTP
712
Platform Technology Partners
New York
$366K
AFG
713
Allegheny Financial Group
Pennsylvania
$363K -$179K -4,293 -35%
GLF
714
Groupe la Francaise
France
$363K -$54.4K -1,301 -14%
AOWM
715
Alpha Omega Wealth Management
Virginia
$363K
VCM
716
Vivaldi Capital Management
Illinois
$362K +$1.3K +31 +0.4%
IA
717
Insight Advisors
Pennsylvania
$361K
APM
718
Advanced Portfolio Management
New York
$361K +$327K +7,831 New
SCA
719
Snowden Capital Advisors
New York
$361K +$30.3K +726 +10%
TCWM
720
Total Clarity Wealth Management
Illinois
$361K
RP
721
Riverwater Partners
Wisconsin
$360K +$3.76K +90 +1%
MFGM
722
Marshall Financial Group (Maryland)
Maryland
$359K -$15.8K -378 -5%
ESB
723
Essex Savings Bank
Connecticut
$356K -$1.25K -30 -0.4%
SEIA
724
Signature Estate & Investment Advisors
California
$356K +$323K +7,722 New
LFAS
725
Level Four Advisory Services
Texas
$354K +$321K +7,679 New

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.