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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
PWA
776
Phoenix Wealth Advisors
North Carolina
$213K -$8.46K -218 -4%
SVWAG
777
Sound View Wealth Advisors Group
Georgia
$213K -$9.81K -253 -4%
WCA
778
Westover Capital Advisors
Delaware
$213K -$1.51K -39 -0.7%
JFG
779
Jefferies Financial Group
New York
$212K +$219K +5,636 New
AC
780
Avestar Capital
New York
$210K +$19.7K +508 +10%
FC
781
Financial Council
Maryland
$209K – – –
GT
782
Glenview Trust
Kentucky
$208K – – –
AWM
783
Accel Wealth Management
Iowa
$208K +$214K +5,529 New
SWA
784
Stratos Wealth Advisors
Ohio
$208K -$2.52K -65 -1%
ATC
785
Argent Trust Co
Tennessee
$208K – – –
PCA
786
Pallas Capital Advisors
Massachusetts
$208K -$26.7K -688 -11%
RPCONE
787
Retirement Planning Company of New England
Rhode Island
$207K +$21.3K +550 +11%
NB
788
NBT Bank
New York
$207K – – –
SMC
789
Smith, Moore & Co
Missouri
$206K – – –
GSB
790
Greenfield Savings Bank
Massachusetts
$206K -$12.2K -315 -5%
MFG
791
Merit Financial Group
Georgia
$205K +$211K +5,438 New
MWM
792
Marion Wealth Management
Pennsylvania
$204K -$5.97K -154 -3%
SFC
793
Strategic Financial Concepts
Texas
$204K +$210K +5,411 New
PCM
794
Pennsylvania Capital Management
Pennsylvania
$203K +$1.28K +33 +0.6%
4A
795
4Wealth Advisors
Illinois
$202K +$208K +5,372 New
CB
796
Cadence Bank
Mississippi
$202K -$14.2K -367 -6%
QCG
797
Quadrant Capital Group
Ohio
$202K -$8.3K -214 -4%
CT
798
Chicago Trust
Illinois
$201K – – –
DSC
799
Duncker Streett & Co
Missouri
$196K +$4.58K +118 +2%
FMTCOCP
800
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196K -$3.88K -100 -2%
30 31
32
33 34

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.