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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 %
UB
926
UMB Bank
Missouri
$113K +$8.43K +183 +8%
MHR
927
Matthew Hamilton Rosenberg
$113K – – –
BFS
928
Bare Financial Services
Pennsylvania
$112K – – –
CG
929
Curat Global
New Hampshire
$112K +$112K +2,430 New
GM
930
GeoWealth Management
Illinois
$111K -$90K -1,953 -45%
GC
931
Garde Capital
Washington
$109K +$109K +2,373 New
FUBT
932
First United Bank & Trust
Maryland
$109K -$1.15K -25 -1%
OP
933
ORG Partners
Indiana
$108K – – –
LFG
934
Larson Financial Group
Missouri
$104K +$28.8K +625 +38%
DMBA
935
Deseret Mutual Benefit Administrators
Utah
$102K -$1.15K -25 -1%
MAM
936
Morse Asset Management
Connecticut
$101K +$101K +2,200 +220,000%
HPC
937
HM Payson & Co
Maine
$101K – – –
DAM
938
Delta Asset Management
Tennessee
$100K – – –
RFA
939
Reyes Financial Architecture
California
$99.1K – – –
CA
940
CoreCap Advisors
Michigan
$94.5K -$89.9K -1,952 -49%
JFA
941
JNBA Financial Advisors
Minnesota
$94.3K – – –
IBOK
942
Independence Bank of Kentucky
Kentucky
$93.3K +$5.71K +124 +7%
CFD
943
Creative Financial Designs
Indiana
$90.1K +$90.1K +1,956 New
NEWAS
944
N.E.W. Advisory Services
Wisconsin
$89.5K +$89.5K +1,942 New
MCM
945
Manchester Capital Management
Vermont
$89.4K +$39.6K +859 +80%
ATC
946
Adirondack Trust Company
New York
$88K -$17.5K -379 -17%
ITIM
947
Indiana Trust & Investment Management
Indiana
$87K – – –
FPB
948
First PREMIER Bank
South Dakota
$87K – – –
CWM
949
Crowley Wealth Management
Delaware
$85K – – –
S
950
Sachetta
Massachusetts
$78.8K -$18.5K -402 -19%
36 37
38
39 40