1,086 hedge funds and large institutions have $30.7B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 420 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+46
Holders Change %
+4.42%
% of All Funds
14.46%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
157
Increased
420
Reduced
349
Closed
94
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
951
Bayforest Capital
United Kingdom
$16.1K +$16.1K +428 New
TC
952
Truvestments Capital
Florida
$15.5K +$11.7K +312 +312%
BTD
953
BankPlus Trust Department
Mississippi
$15.4K +$15.4K +410 New
BCWM
954
Bartlett & Co Wealth Management
Ohio
$15.4K
BOJHT
955
Bank of Jackson Hole Trust
Wyoming
$15.1K +$15.1K +401 New
HIW
956
Holos Integrated Wealth
Pennsylvania
$14.9K +$14.9K +396 New
FG
957
Fairman Group
Pennsylvania
$14.8K
TH
958
TCTC Holdings
Texas
$14.8K
ZB
959
Zions Bancorporation
Utah
$14.2K -$31.2K -828 -69%
KWAG
960
Kiely Wealth Advisory Group
North Carolina
$13.8K
HWA
961
Heritage Wealth Advisors
Virginia
$13.4K +$5.83K +155 +78%
TCM
962
TruNorth Capital Management
Michigan
$13.3K
RCM
963
Richardson Capital Management
Wisconsin
$13.2K
SA
964
SRH Advisors
Kansas
$12.8K
DIP
965
DT Investment Partners
Pennsylvania
$12.7K -$2K -53 -14%
HIMS
966
Hager Investment Management Services
New Hampshire
$12.6K +$12.6K +335 New
CAS
967
Coppell Advisory Solutions
Texas
$12.5K +$12.3K +327 +8,175%
SFCL
968
Strengthening Families & Communities LLC
Massachusetts
$12K +$116 +3 +1%
MWM
969
Mascoma Wealth Management
New Hampshire
$11.6K +$4.56K +121 +64%
SWM
970
Sugarloaf Wealth Management
Georgia
$11.5K +$113 +3 +1%
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$11.3K
CB
972
CNB Bank
Pennsylvania
$11.3K
LWA
973
Lowe Wealth Advisors
Maryland
$11.3K -$941 -25 -8%
MCM
974
MidAtlantic Capital Management
Virginia
$11.2K
DF
975
Dunhill Financial
United Kingdom
$11.1K +$1.96K +52 +21%