EXC icon

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 %
PR
826
Payden & Rygel
California
$235K – – –
DSC
827
Duncker Streett & Co
Missouri
$235K -$5.44K -118 -2%
GC
828
Grimes & Company
Massachusetts
$233K +$233K +5,051 New
MWM
829
Marietta Wealth Management
Georgia
$232K +$232K +5,041 New
PP
830
Patten & Patten
Tennessee
$232K +$232K +5,024 New
QC
831
Quent Capital
New York
$231K +$19.4K +421 +9%
AA
832
Alta Advisers
United Kingdom
$231K +$231K +5,008 New
NRG
833
Nemes Rush Group
Michigan
$231K -$2.26K -49 -1%
SCA
834
Sage Capital Advisors
South Dakota
$230K +$230K +5,000 New
PA
835
Procyon Advisors
Connecticut
$230K +$230K +4,987 New
SIAG
836
Safeguard Investment Advisory Group
California
$230K +$230K +4,978 New
APW
837
Aurora Private Wealth
New Jersey
$229K +$229K +4,979 New
EWS
838
Eagle Wealth Strategies
New Jersey
$229K +$229K +4,966 New
CAG
839
Crestwood Advisors Group
Massachusetts
$228K +$228K +4,944 New
RP
840
Rice Partnership
Hawaii
$227K +$227K +4,933 New
AIM
841
Acropolis Investment Management
Missouri
$227K -$10.6K -230 -4%
BJL
842
Brighton Jones LLC
Washington
$226K +$226K +4,910 New
TWM
843
Trinity Wealth Management
Pennsylvania
$226K +$226K +4,900 New
TTWM
844
TCV Trust & Wealth Management
Virginia
$225K +$225K +4,888 New
AFT
845
Alpha Family Trust
California
$225K +$225K +4,880 New
CNBT
846
Canandaigua National Bank & Trust
New York
$225K +$225K +4,876 New
PCA
847
Prosperity Capital Advisors
Ohio
$225K +$225K +4,891 New
TIA
848
Trust Investment Advisors
Indiana
$224K +$224K +4,856 New
LP
849
LMR Partners
United Kingdom
$223K +$223K +4,845 New
HC
850
Headland Capital
South Carolina
$222K +$222K +4,824 New
32 33
34
35 36