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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 %
BFA
801
Bill Few Associates
Pennsylvania
$252K +$252K +5,460 New
TPI
802
Trust Point Inc
Wisconsin
$251K -$224K -4,855 -47%
MWM
803
Marion Wealth Management
Pennsylvania
$250K +$276 +6 +0.1%
GSB
804
Greenfield Savings Bank
Massachusetts
$249K -$3.04K -66 -1%
OL
805
Optas LLC
Texas
$248K +$248K +5,390 New
KI
806
Kapitalo Investimentos
Brazil
$248K -$107K -2,323 -30%
MG
807
Mather Group
Illinois
$248K +$51.2K +1,111 +26%
AA
808
Advisory Alpha
Michigan
$248K +$248K +5,375 New
CB
809
Cadence Bank
Mississippi
$247K – – –
WCA
810
Westover Capital Advisors
Delaware
$247K -$14.1K -307 -5%
SFC
811
Strategic Financial Concepts
Texas
$247K -$2.4K -52 -1%
PCM
812
Pennsylvania Capital Management
Pennsylvania
$247K -$1.52K -33 -0.6%
SFS
813
Stiles Financial Services
Minnesota
$247K +$247K +5,355 New
MC
814
Moors & Cabot
Massachusetts
$246K -$18.1K -393 -7%
FFS
815
Founders Financial Securities
Maryland
$245K +$245K +5,272 New
NW
816
NewEdge Wealth
Pennsylvania
$241K +$241K +5,226 New
RLH
817
RD Lewis Holdings
Florida
$241K -$5.58K -120 -2%
PP
818
PDS Planning
Ohio
$240K +$240K +5,208 New
FMTCOCP
819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K – – –
CCA
820
Clearwater Capital Advisors
Illinois
$239K +$239K +5,180 New
MIM
821
MTM Investment Management
South Carolina
$236K +$236K +5,148 New
SIS
822
Strategic Investment Solutions
Illinois
$236K +$177K +3,847 +302%
FFM
823
Forum Financial Management
Illinois
$236K +$236K +5,113 New
SVWAG
824
Sound View Wealth Advisors Group
Georgia
$236K -$25.7K -558 -10%
FHA
825
First Horizon Advisors
Tennessee
$235K +$13.6K +296 +6%
31 32
33
34 35