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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
PWA
801
Phoenix Wealth Advisors
North Carolina
$261K -$42 -1 -0%
EFS
802
Essex Financial Services
Connecticut
$260K +$236K +5,643 New
CA
803
Calton & Associates
Florida
$259K +$235K +5,615 New
AWM
804
Accel Wealth Management
Iowa
$258K +$2.93K +70 +1%
FC
805
Financial Council
Maryland
$256K
CMBA
806
C.M. Bidwell & Associates
Hawaii
$254K -$6.48K -155 -3%
SMC
807
Smith, Moore & Co
Missouri
$253K +$836 +20 +0.4%
NB
808
NBT Bank
New York
$253K
MC
809
Machina Capital
France
$253K -$889K -21,272 -79%
BFA
810
Bill Few Associates
Pennsylvania
$252K +$228K +5,460 New
TPI
811
Trust Point Inc
Wisconsin
$251K -$203K -4,855 -47%
MWM
812
Marion Wealth Management
Pennsylvania
$250K +$251 +6 +0.1%
GSB
813
Greenfield Savings Bank
Massachusetts
$249K -$2.76K -66 -1%
OL
814
Optas LLC
Texas
$248K +$225K +5,390 New
KI
815
Kapitalo Investimentos
Brazil
$248K -$97.1K -2,323 -30%
MG
816
Mather Group
Illinois
$248K +$46.4K +1,111 +26%
AA
817
Advisory Alpha
Michigan
$248K +$225K +5,375 New
CB
818
Cadence Bank
Mississippi
$247K
WCA
819
Westover Capital Advisors
Delaware
$247K -$12.8K -307 -5%
SFC
820
Strategic Financial Concepts
Texas
$247K -$2.17K -52 -1%
PCM
821
Pennsylvania Capital Management
Pennsylvania
$247K -$1.38K -33 -0.6%
SFS
822
Stiles Financial Services
Minnesota
$247K +$224K +5,355 New
MC
823
Moors & Cabot
Massachusetts
$246K -$16.4K -393 -7%
FFS
824
Founders Financial Securities
Maryland
$245K +$220K +5,272 New
NW
825
NewEdge Wealth
Pennsylvania
$241K +$218K +5,226 New

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.