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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Congress Wealth Management
Massachusetts
$250K +$258K +6,648 New
SF
727
Summit Financial
New Jersey
$249K -$18.6K -480 -7%
NF
728
Nikulski Financial
Iowa
$249K +$257K +6,625 New
CFG
729
Compton Financial Group
Maryland
$249K +$37.2K +958 +17%
LBC
730
Leigh Baldwin & Co
New York
$248K +$255K +6,575 New
BCA
731
Bay Colony Advisors
Massachusetts
$246K +$26.5K +682 +12%
VFA
732
Valeo Financial Advisors
Indiana
$244K +$31.9K +823 +15%
NB
733
Northwest Bancshares
Pennsylvania
$244K -$17.8K -458 -7%
LIM
734
Longfellow Investment Management
Massachusetts
$244K -$16.1K -415 -6%
KFI
735
Key Financial Inc
Pennsylvania
$243K +$27.9K +718 +13%
FHB
736
First Hawaiian Bank
Hawaii
$241K -$7.33K -189 -3%
KTC
737
Kentucky Trust Company
Kentucky
$241K +$248K +6,400 New
CW
738
CreativeOne Wealth
Kansas
$241K -$7.99K -206 -3%
FAN
739
Financial Advisors Network
California
$240K +$248K +6,388 New
WPC
740
Wedmont Private Capital
Pennsylvania
$240K +$45.8K +1,180 +22%
LNB
741
Ledyard National Bank
$240K +$737 +19 +0.3%
CFO
742
Callan Family Office
Pennsylvania
$240K +$247K +6,367 New
CIS
743
Custom Index Systems
New York
$237K +$244K +6,286 New
YIH
744
Y-Intercept (HK)
Hong Kong
$237K -$1.43M -36,813 -85%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$235K +$242K +6,249 New
BTI
746
Blue Trust Inc
Georgia
$234K -$176K -4,541 -42%
PFA
747
Plotkin Financial Advisors
Maryland
$233K – – –
FFA
748
Farther Finance Advisors
California
$233K -$41.2K -1,063 -15%
BPC
749
Bearing Point Capital
Minnesota
$232K +$240K +6,175 New
FMLI
750
Fukoku Mutual Life Insurance
Japan
$232K – – –
28 29
30
31 32

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.