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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
876
Ramirez Asset Management
New York
$56.5K – – –
CFG
877
Chapman Financial Group
Hawaii
$53.9K +$55.6K +1,433 New
SSB
878
Sandy Spring Bank
Maryland
$53.1K – – –
MFS
879
Mattson Financial Services
Michigan
$51.9K +$49.7K +1,280 New
CHC
880
City Holding Co
West Virginia
$51.7K -$6.21K -160 -10%
CT
881
Colonial Trust
South Carolina
$50.6K +$15.8K +408 +44%
KIM
882
Kestra Investment Management
Texas
$50.1K -$154K -3,967 -75%
PAM
883
Paradigm Asset Management
New York
$49.1K – – –
CSB
884
City State Bank
Iowa
$49K – – –
WTC
885
WhitTier Trust Company
Nevada
$48.9K -$36.8K -949 -42%
CPG
886
Cornerstone Planning Group
New Jersey
$48.8K +$1.4K +36 +3%
AAG
887
Armstrong Advisory Group
Massachusetts
$48K – – –
CFFP
888
Center for Financial Planning
Michigan
$47.6K – – –
SIS
889
Strategic Investment Solutions
Illinois
$45.7K -$1.59K -41 -3%
TIM
890
Tortoise Investment Management
New York
$45.3K – – –
GCM
891
Gables Capital Management
Florida
$45.2K – – –
AA
892
Addison Advisors
Vermont
$44.3K – – –
RPA
893
Redwood Park Advisors
California
$44K +$45.4K +1,170 New
CAL
894
Capital Analysts LLC
Pennsylvania
$42K -$504 -13 -1%
OPTFSNA
895
Old Point Trust & Financial Services N A
Virginia
$41.4K – – –
MCM
896
Manchester Capital Management
Vermont
$40.7K +$1.09K +28 +3%
CBT
897
CoreFirst Bank & Trust
Kansas
$40.4K -$11.4K -294 -22%
CT
898
Clearstead Trust
Maine
$40.1K +$388 +10 +0.9%
SFGP
899
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$40K +$41.2K +1,062 New
CA
900
Continuum Advisory
Idaho
$39.5K -$10.3K -266 -20%
34 35
36
37 38

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.