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Exelon
EXC

Overview Fund Activity

1,176 hedge funds and large institutions have $37.8B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 471 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+90
Holders Change %
+8.29%
% of All Funds
15.97%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.18%
New
188
Increased
471
Reduced
322
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M
3
AIP
Atlas Infrastructure Partners
United Kingdom
+$176M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$171M
5
Barclays
Barclays
United Kingdom
+$165M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
5
Lazard Asset Management
Lazard Asset Management
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFP
776
Defined Financial Planning
California
$276K – – –
WG
777
Wealth Group
North Carolina
$275K +$275K +5,962 New
CCB
778
Cutter & Co Brokerage
Missouri
$275K +$275K +5,965 New
CCWM
779
Cassaday & Co Wealth Management
Virginia
$274K – – –
JWA
780
JFS Wealth Advisors
Pennsylvania
$274K +$1.01K +22 +0.4%
BTI
781
Blue Trust Inc
Georgia
$271K -$15.3K -333 -5%
ATC
782
Argent Trust Co
Tennessee
$271K +$16.3K +354 +6%
SP
783
Successful Portfolios
Florida
$270K – – –
EWA
784
EverSource Wealth Advisors
Alabama
$269K +$60.3K +1,309 +29%
EFSCE
785
Enterprise Financial Services Corp (EFSC)
Missouri
$268K +$645 +14 +0.2%
NAG
786
Northstar Advisory Group
New Jersey
$268K +$268K +5,815 New
EW
787
Elyxium Wealth
California
$268K +$268K +5,806 New
SWM
788
SeaCrest Wealth Management
New York
$266K +$4.38K +95 +2%
CFO
789
Callan Family Office
Pennsylvania
$266K -$27.6K -598 -9%
CFS
790
CRA Financial Services
New Jersey
$262K -$16.6K -361 -6%
TCM
791
Telos Capital Management
California
$262K – – –
PWA
792
Phoenix Wealth Advisors
North Carolina
$261K -$46 -1 -0%
EFS
793
Essex Financial Services
Connecticut
$260K +$260K +5,643 New
CA
794
Calton & Associates
Florida
$259K +$259K +5,615 New
AWM
795
Accel Wealth Management
Iowa
$258K +$3.23K +70 +1%
FC
796
Financial Council
Maryland
$256K – – –
CMBA
797
C.M. Bidwell & Associates
Hawaii
$254K -$7.14K -155 -3%
SMC
798
Smith, Moore & Co
Missouri
$253K +$922 +20 +0.4%
NB
799
NBT Bank
New York
$253K – – –
MC
800
Machina Capital
France
$253K -$980K -21,272 -79%
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