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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 %
MA
951
Montag & Associates
Georgia
$76.8K +$4.19K +91 +6%
WT
952
Washington Trust
Rhode Island
$76K – – –
CNBTD
953
Citizens National Bank Trust Department
Mississippi
$76K – – –
POIA
954
Pin Oak Investment Advisors
Texas
$76K – – –
VC
955
Vestor Capital
Illinois
$74K -$824 -18 -1%
PWMG
956
Prestige Wealth Management Group
New Jersey
$73.8K – – –
CT
957
Clearstead Trust
Maine
$72.6K +$23.6K +511 +48%
CFO
958
CVA Family Office
Colorado
$71.1K -$4.93K -107 -6%
AAP
959
Arax Advisory Partners
Colorado
$67.7K +$43K +934 +175%
SSB
960
Sandy Spring Bank
Maryland
$65K – – –
CHC
961
City Holding Co
West Virginia
$63.3K – – –
AA
962
Addison Advisors
Vermont
$62.8K +$8.53K +185 +16%
CPG
963
Cornerstone Planning Group
New Jersey
$62.2K +$6.04K +129 +11%
PAM
964
Paradigm Asset Management
New York
$60.1K – – –
CSB
965
City State Bank
Iowa
$60K – – –
MFS
966
Mattson Financial Services
Michigan
$59K – – –
CFFP
967
Center for Financial Planning
Michigan
$58.3K – – –
CA
968
Continuum Advisory
Idaho
$57.1K +$8.71K +189 +18%
TIM
969
Tortoise Investment Management
New York
$55.5K – – –
GCM
970
Gables Capital Management
Florida
$55.3K – – –
ZBNA
971
Zions Bancorporation, National Association
Utah
$55.2K +$55.2K +1,197 New
RPA
972
Redwood Park Advisors
California
$53.9K – – –
SS
973
SBI Securities
Japan
$52.4K +$8.66K +188 +20%
CAL
974
Capital Analysts LLC
Pennsylvania
$52K +$420 +9 +0.8%
PWMG
975
Private Wealth Management Group
New Jersey
$51.6K +$14.6K +317 +40%
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