We are live on ! Find out more

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
DCM
826
DGS Capital Management
New Jersey
$254K +$266K +5,832 New
EFSCE
827
Enterprise Financial Services Corp (EFSC)
Missouri
$253K +$5.43K +119 +2%
EWA
828
EverSource Wealth Advisors
Alabama
$253K -$28.3K -621 -10%
PSB
829
Passumpsic Savings Bank
Vermont
$253K +$265K +5,802 New
APP
830
Avantax Planning Partners
Iowa
$253K +$19.9K +435 +8%
RWM
831
Riverbend Wealth Management
South Carolina
$253K +$37K +811 +16%
PWA
832
Phoenix Wealth Advisors
North Carolina
$252K -$3.06K -67 -1%
BWFA
833
Baltimore-Washington Financial Advisors
Maryland
$251K +$11.3K +248 +4%
SM
834
STF Management
Texas
$250K -$431K -9,435 -62%
CFO
835
Cambient Family Office
Michigan
$249K +$261K +5,719 New
DSC
836
Duncker Streett & Co
Missouri
$248K
SPC
837
Spirepoint Private Client
Florida
$248K +$17.7K +387 +7%
TCM
838
Telos Capital Management
California
$248K
BAM
839
BTS Asset Management
Massachusetts
$247K +$257K +5,626 New
PP
840
PDS Planning
Ohio
$247K -$31.2K -684 -11%
SAM
841
Sagewood Asset Management
New York
$246K +$258K +5,651 New
WMA
842
Wealth Management Associates
New Jersey
$246K -$29.2K -640 -10%
PFA
843
Pure Financial Advisors
California
$246K +$50.9K +1,116 +25%
CA
844
Calton & Associates
Florida
$245K +$958 +21 +0.4%
NAG
845
Northstar Advisory Group
New Jersey
$244K +$3.47K +76 +1%
KP
846
Keel Point
Alabama
$244K -$36K -788 -12%
DS
847
DRW Securities
Illinois
$244K -$3.17M -69,551 -93%
MYAM
848
Meiji Yasuda Asset Management
Japan
$243K +$23.5K +516 +10%
USCWA
849
U.S. Capital Wealth Advisors
Texas
$242K -$1.14K -25 -0.4%
AWM
850
Aprio Wealth Management
Georgia
$242K +$27K +591 +12%