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 %
RWA
751
Redhawk Wealth Advisors
Minnesota
$227K +$1.24K +33 +0.6%
DC
752
Davenport & Co
Virginia
$226K +$2.9K +77 +1%
DFP
753
Defined Financial Planning
California
$226K +$226K +6,000 New
MOS
754
MGO One Seven
Ohio
$225K +$8.06K +214 +4%
CFG
755
Citizens Financial Group
Rhode Island
$225K +$225K +5,972 New
CCWM
756
Cassaday & Co Wealth Management
Virginia
$224K -$37.5K -997 -14%
JWA
757
JFS Wealth Advisors
Pennsylvania
$223K -$2.67K -71 -1%
EARNEST Partners
758
EARNEST Partners
Georgia
$222K -$8.43K -224 -4%
SP
759
Successful Portfolios
Florida
$220K -$5.95K -158 -3%
VWM
760
Venturi Wealth Management
Texas
$219K +$179K +4,745 +438%
RLH
761
RD Lewis Holdings
Florida
$219K +$219K +5,297 New
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$640 -17 -0.3%
SQA
763
Simon Quick Advisors
New Jersey
$217K +$217K +5,762 New
MC
764
Moors & Cabot
Massachusetts
$216K
TCM
765
Telos Capital Management
California
$214K +$14.6K +389 +7%
C
766
Covestor
United Kingdom
$214K -$26.3K -698 -11%
CMBA
767
C.M. Bidwell & Associates
Hawaii
$214K -$4.89K -130 -2%
SWM
768
SeaCrest Wealth Management
New York
$214K -$1.92K -51 -0.9%
PWA
769
Phoenix Wealth Advisors
North Carolina
$213K -$8.21K -218 -4%
SVWAG
770
Sound View Wealth Advisors Group
Georgia
$213K -$9.52K -253 -4%
WCA
771
Westover Capital Advisors
Delaware
$213K -$1.47K -39 -0.7%
JFG
772
Jefferies Financial Group
New York
$212K +$212K +5,636 New
AC
773
Avestar Capital
New York
$210K +$19.1K +508 +10%
FC
774
Financial Council
Maryland
$209K
GT
775
Glenview Trust
Kentucky
$208K