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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 167 funds opening new positions, 513 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | 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: 513 | 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: 1,1991,248 (+49)

3% more capital invested

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

Holders
1,248
Holders Change
+49
Holders Change %
+4.09%
% 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
167
Increased
513
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
RCA
701
Resonant Capital Advisors
Wisconsin
$400K +$17.5K +384 +4%
BFIM
702
Beese Fulmer Investment Management
Ohio
$395K +$414K +9,067 New
MBT
703
Montecito Bank & Trust
California
$394K -$238K -5,223 -37%
LGF
704
LGT Group Foundation
Liechtenstein
$393K
CAM
705
Cidel Asset Management
Ontario, Canada
$392K -$22.8K -500 -5%
FAN
706
Financial Advisors Network
California
$392K +$15.7K +344 +4%
CTC
707
Central Trust Company
Missouri
$391K +$6.07K +133 +2%
FHC
708
First Heartland Consultants
Missouri
$389K +$4.52K +99 +1%
AWM
709
Axxcess Wealth Management
California
$389K -$97.8K -2,142 -19%
CLOS
710
Compagnie Lombard Odier SCmA
Switzerland
$388K +$16.4K +359 +4%
EGM
711
Engineers Gate Manager
New York
$388K +$406K +8,900 New
ECM
712
Evergreen Capital Management
Washington
$385K +$71.9K +1,575 +22%
WPC
713
Wedmont Private Capital
Pennsylvania
$382K +$8.17K +179 +2%
BBHC
714
Brown Brothers Harriman & Co
New York
$382K +$150K +3,279 +60%
GFG
715
Goldstone Financial Group
Illinois
$381K +$2.01K +44 +0.5%
RBC
716
Romano Brothers & Co
Illinois
$379K +$25.1K +550 +7%
VCA
717
Verdence Capital Advisors
Maryland
$376K +$10.6K +233 +3%
AMIM
718
Aull & Monroe Investment Management
Alabama
$375K
CSP
719
Cary Street Partners
Virginia
$375K +$393K +8,610 New
GLF
720
Groupe la Francaise
France
$373K -$25.7K -564 -6%
WC
721
Waterloo Capital
Texas
$372K -$25K -547 -6%
Financial Engines Advisors
722
Financial Engines Advisors
California
$371K +$185K +4,047 +91%
AI
723
Atom Investors
Texas
$369K -$108K -2,369 -22%
PTC
724
Private Trust Company
Ohio
$369K -$3.56K -78 -0.9%
CWS
725
Confluence Wealth Services
Pennsylvania
$363K -$12.6K -277 -3%