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1,247 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $174M | Put options by funds: $122M

37% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 374

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.17% more ownership

Funds ownership: 83.87%89.04% (+5.2%)

4% more funds holding

Funds holding: 1,1981,247 (+49)

3% more capital invested

Capital invested by funds: $38.1B → $39.2B (+$1.1B)

Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
167
Increased
512
Reduced
374
Closed
93
Calls
$174M
Puts
$122M
Net Calls
+$51.9M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Cornerstone Advisory
Maryland
$275K -$1.37K -30 -0.5%
SAW
802
Signal Advisors Wealth
Michigan
$274K +$15.9K +348 +6%
WRPWM
803
Werba Rubin Papier Wealth Management
California
$274K +$287K +6,288 New
BPC
804
Bearing Point Capital
Minnesota
$274K
SGCA
805
Steel Grove Capital Advisors
Tennessee
$272K -$1.62M -35,463 -85%
JWA
806
JFS Wealth Advisors
Pennsylvania
$271K +$8.85K +194 +3%
PFA
807
Plotkin Financial Advisors
Maryland
$270K
CFS
808
CRA Financial Services
New Jersey
$269K +$4.34K +95 +2%
KTC
809
Kentucky Trust Company
Kentucky
$266K
AFG
810
Allegheny Financial Group
Pennsylvania
$266K -$28.6K -626 -9%
FFM
811
Forum Financial Management
Illinois
$266K +$29.6K +649 +12%
RWM
812
RMG Wealth Management
Wisconsin
$265K -$38.5K -843 -12%
CS
813
Capital Square
Tennessee
$264K -$39K -855 -12%
CAG
814
Csenge Advisory Group
Florida
$264K -$60.4K -1,323 -18%
EWS
815
Eagle Wealth Strategies
New Jersey
$262K +$411 +9 +0.2%
C
816
Certuity
Florida
$261K +$274K +5,996 New
BMCM
817
Bryn Mawr Capital Management
Pennsylvania
$261K +$4.84K +106 +2%
IA
818
IFP Advisors
Florida
$261K +$62.8K +1,375 +30%
BFA
819
Bill Few Associates
Pennsylvania
$259K +$685 +15 +0.3%
OWA
820
ORBA Wealth Advisors
Illinois
$258K +$270K +5,915 New
IPWA
821
International Private Wealth Advisors
California
$258K -$4.84K -106 -2%
MIP
822
Marietta Investment Partners
Wisconsin
$257K -$119K -2,600 -31%
LFG
823
Larson Financial Group
Missouri
$257K +$32.2K +705 +14%
BAAM
824
Baker Avenue Asset Management
California
$256K +$268K +5,881 New
CT
825
Chicago Trust
Illinois
$255K +$32.3K +707 +14%