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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
RLH
826
RD Lewis Holdings
Florida
$241K -$5.02K -120 -2%
PP
827
PDS Planning
Ohio
$240K +$218K +5,208 New
FMTCOCP
828
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K
CCA
829
Clearwater Capital Advisors
Illinois
$239K +$217K +5,180 New
MIM
830
MTM Investment Management
South Carolina
$236K +$215K +5,148 New
SIS
831
Strategic Investment Solutions
Illinois
$236K +$161K +3,847 +302%
FFM
832
Forum Financial Management
Illinois
$236K +$214K +5,113 New
SVWAG
833
Sound View Wealth Advisors Group
Georgia
$236K -$23.3K -558 -10%
FHA
834
First Horizon Advisors
Tennessee
$235K +$12.4K +296 +6%
PR
835
Payden & Rygel
California
$235K
DSC
836
Duncker Streett & Co
Missouri
$235K -$4.93K -118 -2%
GC
837
Grimes & Company
Massachusetts
$233K +$211K +5,051 New
MWM
838
Marietta Wealth Management
Georgia
$232K +$211K +5,041 New
PP
839
Patten & Patten
Tennessee
$232K +$210K +5,024 New
QC
840
Quent Capital
New York
$231K +$17.6K +421 +9%
AA
841
Alta Advisers
United Kingdom
$231K +$209K +5,008 New
NRG
842
Nemes Rush Group
Michigan
$231K -$2.05K -49 -1%
SCA
843
Sage Capital Advisors
South Dakota
$230K +$209K +5,000 New
PA
844
Procyon Advisors
Connecticut
$230K +$208K +4,987 New
SIAG
845
Safeguard Investment Advisory Group
California
$230K +$208K +4,978 New
APW
846
Aurora Private Wealth
New Jersey
$229K +$208K +4,979 New
EWS
847
Eagle Wealth Strategies
New Jersey
$229K +$208K +4,966 New
CAG
848
Crestwood Advisors Group
Massachusetts
$228K +$207K +4,944 New
RP
849
Rice Partnership
Hawaii
$227K +$206K +4,933 New
AIM
850
Acropolis Investment Management
Missouri
$227K -$9.61K -230 -4%

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.