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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
BJL
851
Brighton Jones LLC
Washington
$226K +$205K +4,910 New
TWM
852
Trinity Wealth Management
Pennsylvania
$226K +$205K +4,900 New
TTWM
853
TCV Trust & Wealth Management
Virginia
$225K +$204K +4,888 New
AFT
854
Alpha Family Trust
California
$225K +$204K +4,880 New
CNBT
855
Canandaigua National Bank & Trust
New York
$225K +$204K +4,876 New
PCA
856
Prosperity Capital Advisors
Ohio
$225K +$204K +4,891 New
TIA
857
Trust Investment Advisors
Indiana
$224K +$203K +4,856 New
LP
858
LMR Partners
United Kingdom
$223K +$203K +4,845 New
HC
859
Headland Capital
South Carolina
$222K +$202K +4,824 New
BWAM
860
Boyd Watterson Asset Management
Ohio
$221K -$293 -7 -0.1%
EARNEST Partners
861
EARNEST Partners
Georgia
$221K -$46.4K -1,110 -19%
MA
862
Mutual Advisors
Nebraska
$220K +$199K +4,770 New
P
863
Pitcairn
Pennsylvania
$220K +$199K +4,765 New
PWAM
864
Private Wealth Asset Management
Iowa
$219K +$199K +4,758 New
KP
865
Keel Point
Alabama
$219K +$198K +4,748 New
CSIC
866
Clifford Swan Investment Counsel
California
$218K +$198K +4,726 New
VPF
867
Vantage Point Financial
Illinois
$218K +$197K +4,721 New
GIA
868
Gateway Investment Advisers
Ohio
$217K +$197K +4,706 New
CIA
869
Capital Investment Advisors
Georgia
$216K +$196K +4,691 New
TFS
870
Thoroughbred Financial Services
Tennessee
$216K +$197K +4,701 New
VWM
871
Venturi Wealth Management
Texas
$215K -$48.4K -1,157 -20%
RF
872
Rossby Financial
Florida
$215K +$195K +4,656 New
MFG
873
MidWestOne Financial Group
Iowa
$215K +$195K +4,666 New
WDG
874
Wealth Dimensions Group
Ohio
$215K +$195K +4,657 New
BWM
875
Biltmore Wealth Management
Arizona
$214K +$194K +4,645 New

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.