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1,176 hedge funds and large institutions have $36.8B invested in Exelon in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 500 increasing their positions, 352 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $340M | Put options by funds: $138M

42% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 352

1.35% more ownership

Funds ownership: 82.73%84.08% (+1.3%)

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 120

4% less capital invested

Capital invested by funds: $38.5B → $36.8B (-$1.64B)

2% less funds holding

Funds holding: 1,1941,176 (-18)

77% less funds holding in top 10

Funds holding in top 10: 133 (-10)

Holders
1,176
Holders Change
-18
Holders Change %
-1.51%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-76.92%
% of All Funds
0.04%
New
116
Increased
500
Reduced
352
Closed
120
Calls
$340M
Puts
$138M
Net Calls
+$202M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
NAG
801
Northstar Advisory Group
New Jersey
$253K +$890 +20 +0.3%
EFSCE
802
Enterprise Financial Services Corp (EFSC)
Missouri
$253K -$178 -4 -0.1%
WFI
803
West Family Investments
California
$251K +$258K +5,789 New
PWA
804
Phoenix Wealth Advisors
North Carolina
$248K +$2.27K +51 +0.9%
TCM
805
Telos Capital Management
California
$247K
RWA
806
Redhawk Wealth Advisors
Minnesota
$246K -$905K -20,331 -78%
AWM
807
Accel Wealth Management
Iowa
$246K +$2.76K +62 +1%
PP
808
PDS Planning
Ohio
$245K +$19.4K +436 +8%
RPCONE
809
Retirement Planning Company of New England
Rhode Island
$244K -$16.7K -375 -6%
BJL
810
Brighton Jones LLC
Washington
$243K +$31K +697 +14%
LWA
811
Lineweaver Wealth Advisors
Ohio
$243K +$48.3K +1,085 +24%
CA
812
Calton & Associates
Florida
$242K -$1.6K -36 -0.6%
BWFA
813
Baltimore-Washington Financial Advisors
Maryland
$242K -$20.7K -464 -8%
FC
814
Financial Council
Maryland
$241K
PA
815
PFG Advisors
Arizona
$240K +$246K +5,521 New
PCA
816
Pallas Capital Advisors
Massachusetts
$239K -$161K -3,616 -40%
NB
817
NBT Bank
New York
$238K -$178 -4 -0.1%
BFA
818
Bill Few Associates
Pennsylvania
$237K +$312 +7 +0.1%
MWM
819
Marion Wealth Management
Pennsylvania
$236K +$267 +6 +0.1%
OL
820
Optas LLC
Texas
$235K +$1.43K +32 +0.6%
FFM
821
Forum Financial Management
Illinois
$235K +$13.3K +299 +6%
GSB
822
Greenfield Savings Bank
Massachusetts
$235K
SFS
823
Stiles Financial Services
Minnesota
$235K +$2.18K +49 +0.9%
AA
824
Armis Advisers
Georgia
$233K +$238K +5,356 New
DTL
825
Dynamic Technology Lab
Singapore
$233K +$239K +5,369 New

EXC Hedge Fund Activity: Q2 2025 in Review

1,176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2025, worth a combined $36.8B — down 4.3% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of EXC and 116 opened new positions — a net loss of 4 holders — while 352 trimmed existing stakes and 500 added.

The largest buyer was GQG Partners, adding an estimated $1.12B. The largest seller was T. Rowe Price Associates, cutting an estimated $519M.

  • 1,176 institutional investors held Exelon (EXC) as of Q2 2025, down from 1,194 in Q1 2025.
  • Funds reported $36.8B of Exelon stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 116 funds opened new Exelon positions in Q2 2025 and 120 closed out, a net change of -4 holders.
  • The largest Exelon buyer in Q2 2025 was GQG Partners, an estimated $1.12B added.
  • The largest Exelon seller in Q2 2025 was T. Rowe Price Associates, an estimated $519M sold.

Based on aggregated 13F filings for Q2 2025.