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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 %
BWAM
851
Boyd Watterson Asset Management
Ohio
$221K -$323 -7 -0.1%
EARNEST Partners
852
EARNEST Partners
Georgia
$221K -$51.1K -1,110 -19%
MA
853
Mutual Advisors
Nebraska
$220K +$220K +4,770 New
P
854
Pitcairn
Pennsylvania
$220K +$220K +4,765 New
PWAM
855
Private Wealth Asset Management
Iowa
$219K +$219K +4,758 New
KP
856
Keel Point
Alabama
$219K +$219K +4,748 New
CSIC
857
Clifford Swan Investment Counsel
California
$218K +$218K +4,726 New
VPF
858
Vantage Point Financial
Illinois
$218K +$218K +4,721 New
GIA
859
Gateway Investment Advisers
Ohio
$217K +$217K +4,706 New
CIA
860
Capital Investment Advisors
Georgia
$216K +$216K +4,691 New
TFS
861
Thoroughbred Financial Services
Tennessee
$216K +$216K +4,701 New
VWM
862
Venturi Wealth Management
Texas
$215K -$53.3K -1,157 -20%
RF
863
Rossby Financial
Florida
$215K +$215K +4,656 New
MFG
864
MidWestOne Financial Group
Iowa
$215K +$215K +4,666 New
WDG
865
Wealth Dimensions Group
Ohio
$215K +$215K +4,657 New
BWM
866
Biltmore Wealth Management
Arizona
$214K +$214K +4,645 New
AC
867
Avestar Capital
New York
$213K -$43.8K -950 -17%
VCM
868
Vision Capital Management
Oregon
$212K +$212K +4,607 New
EFG
869
Ethos Financial Group
Pennsylvania
$212K +$212K +4,601 New
MMG
870
Monetary Management Group
Missouri
$212K – – –
MPM
871
Meritage Portfolio Management
Kansas
$212K +$212K +4,600 New
SFG
872
SNS Financial Group
Minnesota
$212K +$212K +4,590 New
NOI
873
Newton One Investments
Delaware
$211K – – –
ZIG
874
Zuckerman Investment Group
Illinois
$210K +$210K +4,567 New
SPC
875
Spirepoint Private Client
Florida
$210K +$210K +4,556 New
33 34
35
36 37