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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
JFA
951
JNBA Financial Advisors
Minnesota
$94.3K
IBOK
952
Independence Bank of Kentucky
Kentucky
$93.3K +$5.18K +124 +7%
CFD
953
Creative Financial Designs
Indiana
$90.1K +$81.8K +1,956 New
NEWAS
954
N.E.W. Advisory Services
Wisconsin
$89.5K +$81.2K +1,942 New
MCM
955
Manchester Capital Management
Vermont
$89.3K +$35.9K +859 +80%
ATC
956
Adirondack Trust Company
New York
$88K -$15.8K -379 -17%
ITIM
957
Indiana Trust & Investment Management
Indiana
$87K
FPB
958
First PREMIER Bank
South Dakota
$87K
CWM
959
Crowley Wealth Management
Delaware
$85K
S
960
Sachetta
Massachusetts
$78.8K -$16.8K -402 -19%
MA
961
Montag & Associates
Georgia
$76.8K +$3.8K +91 +6%
CNBTD
962
Citizens National Bank Trust Department
Mississippi
$76K
WT
963
Washington Trust
Rhode Island
$76K
POIA
964
Pin Oak Investment Advisors
Texas
$76K
VC
965
Vestor Capital
Illinois
$74K -$752 -18 -1%
PWMG
966
Prestige Wealth Management Group
New Jersey
$73.8K
CT
967
Clearstead Trust
Maine
$72.6K +$21.4K +511 +48%
CFO
968
CVA Family Office
Colorado
$71.1K -$4.47K -107 -6%
AAP
969
Arax Advisory Partners
Colorado
$67.7K +$39K +934 +175%
SSB
970
Sandy Spring Bank
Maryland
$65K
CHC
971
City Holding Co
West Virginia
$63.3K
AA
972
Addison Advisors
Vermont
$62.8K +$7.73K +185 +16%
CPG
973
Cornerstone Planning Group
New Jersey
$62.2K +$5.39K +129 +11%
PAM
974
Paradigm Asset Management
New York
$60.1K
CSB
975
City State Bank
Iowa
$60K

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.