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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
PFA
776
Plotkin Financial Advisors
Maryland
$285K
FMLI
777
Fukoku Mutual Life Insurance
Japan
$284K
SCM
778
Stevens Capital Management
Pennsylvania
$282K +$255K +6,109 New
RIA
779
Regal Investment Advisors
Michigan
$279K -$279K -6,672 -52%
BWFA
780
Baltimore-Washington Financial Advisors
Maryland
$278K -$167 -4 -0.1%
DC
781
Davenport & Co
Virginia
$277K +$209 +5 +0.1%
CI
782
CX Institutional
Indiana
$276K +$250K +5,988 New
RPCONE
783
Retirement Planning Company of New England
Rhode Island
$276K +$20.3K +486 +9%
DFP
784
Defined Financial Planning
California
$276K
PVI
785
Pine Valley Investments
New Jersey
$275K -$5.18K -124 -2%
WG
786
Wealth Group
North Carolina
$275K +$249K +5,962 New
CCB
787
Cutter & Co Brokerage
Missouri
$275K +$249K +5,965 New
CCWM
788
Cassaday & Co Wealth Management
Virginia
$274K
JWA
789
JFS Wealth Advisors
Pennsylvania
$274K +$920 +22 +0.4%
BTI
790
Blue Trust Inc
Georgia
$271K -$13.9K -333 -5%
ATC
791
Argent Trust Co
Tennessee
$271K +$14.8K +354 +6%
SP
792
Successful Portfolios
Florida
$270K
EWA
793
EverSource Wealth Advisors
Alabama
$269K +$54.7K +1,309 +29%
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$268K +$585 +14 +0.2%
NAG
795
Northstar Advisory Group
New Jersey
$268K +$243K +5,815 New
EW
796
Elyxium Wealth
California
$268K +$243K +5,806 New
SWM
797
SeaCrest Wealth Management
New York
$266K +$3.97K +95 +2%
CFO
798
Callan Family Office
Pennsylvania
$266K -$25K -598 -9%
CFS
799
CRA Financial Services
New Jersey
$262K -$15.1K -361 -6%
TCM
800
Telos Capital Management
California
$262K

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.