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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 %
AW
876
Apricus Wealth
South Carolina
$210K +$210K +4,552 New
TWM
877
Thrive Wealth Management
Pennsylvania
$209K +$209K +4,541 New
HT
878
Heritage Trust
Oklahoma
$209K +$209K +4,530 New
CPSAC
879
Chas P. Smith & Associates (CPS)
Florida
$208K +$208K +4,520 New
EBWM
880
Eagle Bluffs Wealth Management
Missouri
$208K +$208K +4,514 New
LWA
881
Lineweaver Wealth Advisors
Ohio
$208K +$208K +4,510 New
PPWP
882
Premier Path Wealth Partners
New Jersey
$207K +$207K +4,503 New
CA
883
Cullinan Associates
Kentucky
$207K +$207K +4,500 New
MTWM
884
Masso Torrence Wealth Management
New Jersey
$207K +$207K +4,487 New
HH
885
Hilltop Holdings
Texas
$207K +$207K +4,482 New
GWANC
886
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$206K +4,474 New
BTWM
887
Brass Tax Wealth Management
Ohio
$206K +$206K +4,472 New
FWA
888
FORM Wealth Advisors
Wisconsin
$205K +$205K +4,449 New
MMA
889
Miracle Mile Advisors
California
$204K +$204K +4,434 New
VWM
890
Verus Wealth Management
Wisconsin
$204K +$204K +4,425 New
SCP
891
Sivia Capital Partners
California
$204K +$204K +4,424 New
PFBT
892
Parkside Financial Bank & Trust
Missouri
$203K +$2.21K +48 +1%
LSPW
893
Lake Street Private Wealth
Illinois
$203K +$203K +4,414 New
PD
894
Planning Directions
Pennsylvania
$203K +$203K +4,410 New
USCWA
895
U.S. Capital Wealth Advisors
Texas
$203K -$84.7K -1,839 -29%
FCAS
896
First Command Advisory Services
Texas
$202K -$80.9K -1,755 -29%
UAML
897
US Asset Management LLC
Pennsylvania
$202K +$202K +4,393 New
GL
898
Graypoint LLC
New York
$201K +$201K +4,361 New
WTFG
899
Wells Trecaso Financial Group
Ohio
$201K +$201K +4,360 New
VWWMG
900
Vermillion & White Wealth Management Group
Pennsylvania
$199K -$3.64K -79 -2%
34 35
36
37 38