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Exelon
EXC

1,100 hedge funds and large institutions have $30.8B invested in Exelon in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 425 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 96

30% more call options, than puts

Call options by funds: $142M | Put options by funds: $109M

21% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 350

5% more funds holding

Funds holding: 1,051 → 1,100 (+49)

0.39% less ownership

Funds ownership: 81.89% → 81.5% (-0.39%)

7% less capital invested

Capital invested by funds: $33.2B → $30.8B (-$2.37B)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
14.49%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
162
Increased
425
Reduced
350
Closed
96
Calls
$142M
Puts
$109M
Net Calls
+$33.1M
Net Calls Change
-$40.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$290M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
Millennium Management
Millennium Management
New York
+$161M
4
UBS AM
UBS AM
Illinois
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$244M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
4
AIP
Atlas Infrastructure Partners
United Kingdom
-$192M
5
JP Morgan Chase
JP Morgan Chase
New York
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
951
WR Wealth Planners
Missouri
$19.3K -$5.43K -140 -21%
PGAM
952
Princeton Global Asset Management
New Jersey
$19.2K – – –
FFC
953
First Financial Corp
Indiana
$18.8K – – –
RI
954
Ridgewood Investments
New Jersey
$18.8K – – –
BC
955
Barrett & Company
Rhode Island
$18.5K – – –
HBW
956
Hazlett, Burt & Watson
West Virginia
$18K – – –
ETS
957
ESL Trust Services
New York
$17.8K – – –
BL
958
BFSG LLC
California
$17.2K – – –
ST
959
Smithfield Trust
Pennsylvania
$17K – – –
CIAS
960
CBIZ Investment Advisory Services
Ohio
$16.4K +$39 +1 +0.2%
BC
961
Bayforest Capital
United Kingdom
$16.1K +$16.6K +428 New
TC
962
Truvestments Capital
Florida
$15.5K +$12.1K +312 +312%
BTD
963
BankPlus Trust Department
Mississippi
$15.4K +$15.9K +410 New
BCWM
964
Bartlett & Co Wealth Management
Ohio
$15.4K – – –
BOJHT
965
Bank of Jackson Hole Trust
Wyoming
$15.1K +$15.6K +401 New
RA
966
Ransom Advisory
Rhode Island
$15.1K – – –
HIW
967
Holos Integrated Wealth
Pennsylvania
$14.9K +$15.4K +396 New
FG
968
Fairman Group
Pennsylvania
$14.8K – – –
TH
969
TCTC Holdings
Texas
$14.8K – – –
ZB
970
Zions Bancorporation
Utah
$14.2K -$32.1K -828 -69%
KWAG
971
Kiely Wealth Advisory Group
North Carolina
$13.8K – – –
HWA
972
Heritage Wealth Advisors
Virginia
$13.4K +$6.01K +155 +78%
TCM
973
TruNorth Capital Management
Michigan
$13.3K – – –
RCM
974
Richardson Capital Management
Wisconsin
$13.2K – – –
SA
975
SRH Advisors
Kansas
$12.8K – – –
37 38
39
40 41

EXC Hedge Fund Activity: Q4 2024 in Review

1,100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2024, worth a combined $30.8B — down 7.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new EXC positions and 96 closed out — a net gain of 66 holders — while 425 added to existing stakes and 350 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $1.19B.

  • 1,100 institutional investors held Exelon (EXC) as of Q4 2024, up from 1,051 in Q3 2024.
  • Funds reported $30.8B of Exelon stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 162 funds opened new Exelon positions in Q4 2024 and 96 closed out, a net change of +66 holders.
  • The largest Exelon buyer in Q4 2024 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Exelon seller in Q4 2024 was Wellington Management Group, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2024.