We are live on ! Find out more

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
PFBT
901
Parkside Financial Bank & Trust
Missouri
$203K +$2.01K +48 +1%
LSPW
902
Lake Street Private Wealth
Illinois
$203K +$185K +4,414 New
PD
903
Planning Directions
Pennsylvania
$203K +$184K +4,410 New
USCWA
904
U.S. Capital Wealth Advisors
Texas
$203K -$76.9K -1,839 -29%
FCAS
905
First Command Advisory Services
Texas
$202K -$73.4K -1,755 -29%
UAML
906
US Asset Management LLC
Pennsylvania
$202K +$184K +4,393 New
GL
907
Graypoint LLC
New York
$201K +$182K +4,361 New
WTFG
908
Wells Trecaso Financial Group
Ohio
$201K +$182K +4,360 New
VWWMG
909
Vermillion & White Wealth Management Group
Pennsylvania
$199K -$3.3K -79 -2%
BC
910
Bayforest Capital
United Kingdom
$195K +$159K +3,802 +888%
HCP
911
Hexagon Capital Partners
Arkansas
$195K +$14.5K +347 +9%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$192K
IA
913
IFP Advisors
Florida
$189K +$22.7K +544 +15%
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$185K +$14.8K +354 +10%
VCM
915
Versant Capital Management
Arizona
$176K +$116K +2,775 +265%
TF
916
Tompkins Financial
New York
$167K
GEA
917
Glen Eagle Advisors
New Jersey
$165K
WPA
918
Wealth Preservation Advisors
Tennessee
$161K +$146K +3,489 New
TCOV
919
Trust Company of Vermont
Vermont
$161K
GBT
920
Grove Bank & Trust
Florida
$159K +$15.1K +361 +12%
BBHC
921
Brown Brothers Harriman & Co
New York
$157K -$28.7K -687 -17%
CPBTD
922
Central Pacific Bank - Trust Division
Hawaii
$156K
LC
923
Lindbrook Capital
California
$155K -$22.7K -544 -14%
FFM
924
Fullerton Fund Management
Singapore
$150K +$136K +3,250 New
SIM
925
Sentry Investment Management
Wisconsin
$148K +$138K +3,304 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.