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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
AC
876
Avestar Capital
New York
$213K -$39.7K -950 -17%
VCM
877
Vision Capital Management
Oregon
$212K +$193K +4,607 New
EFG
878
Ethos Financial Group
Pennsylvania
$212K +$192K +4,601 New
MMG
879
Monetary Management Group
Missouri
$212K
MPM
880
Meritage Portfolio Management
Kansas
$212K +$192K +4,600 New
SFG
881
SNS Financial Group
Minnesota
$212K +$192K +4,590 New
NOI
882
Newton One Investments
Delaware
$211K
ZIG
883
Zuckerman Investment Group
Illinois
$210K +$191K +4,567 New
SPC
884
Spirepoint Private Client
Florida
$210K +$190K +4,556 New
AW
885
Apricus Wealth
South Carolina
$210K +$190K +4,552 New
TWM
886
Thrive Wealth Management
Pennsylvania
$209K +$190K +4,541 New
HT
887
Heritage Trust
Oklahoma
$209K +$189K +4,530 New
CPSAC
888
Chas P. Smith & Associates (CPS)
Florida
$208K +$189K +4,520 New
EBWM
889
Eagle Bluffs Wealth Management
Missouri
$208K +$189K +4,514 New
LWA
890
Lineweaver Wealth Advisors
Ohio
$208K +$189K +4,510 New
PPWP
891
Premier Path Wealth Partners
New Jersey
$207K +$188K +4,503 New
CA
892
Cullinan Associates
Kentucky
$207K +$188K +4,500 New
MTWM
893
Masso Torrence Wealth Management
New Jersey
$207K +$188K +4,487 New
HH
894
Hilltop Holdings
Texas
$207K +$187K +4,482 New
GWANC
895
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$187K +4,474 New
BTWM
896
Brass Tax Wealth Management
Ohio
$206K +$187K +4,472 New
FWA
897
FORM Wealth Advisors
Wisconsin
$205K +$186K +4,449 New
MMA
898
Miracle Mile Advisors
California
$204K +$185K +4,434 New
VWM
899
Verus Wealth Management
Wisconsin
$204K +$185K +4,425 New
SCP
900
Sivia Capital Partners
California
$204K +$185K +4,424 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.