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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: 1,0511,100 (+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: 96 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
976
DT Investment Partners
Pennsylvania
$12.7K -$2.06K -53 -14%
HIMS
977
Hager Investment Management Services
New Hampshire
$12.6K +$13K +335 New
CAS
978
Coppell Advisory Solutions
Texas
$12.5K +$12.7K +327 +8,175%
SFCL
979
Strengthening Families & Communities LLC
Massachusetts
$12K +$116 +3 +1%
MWM
980
Mascoma Wealth Management
New Hampshire
$11.6K +$4.69K +121 +64%
SWM
981
Sugarloaf Wealth Management
Georgia
$11.5K +$116 +3 +1%
CB
982
CNB Bank
Pennsylvania
$11.3K
MSFP
983
Mark Sheptoff Financial Planning
Connecticut
$11.3K
LWA
984
Lowe Wealth Advisors
Maryland
$11.3K -$970 -25 -8%
MCM
985
MidAtlantic Capital Management
Virginia
$11.2K
DF
986
Dunhill Financial
United Kingdom
$11.1K +$2.02K +52 +21%
Q1WB
987
Quest 10 Wealth Builders
Virginia
$11K +$11.3K +292 New
IHWM
988
Iron Horse Wealth Management
Iowa
$10.6K
BIA
989
Bell Investment Advisors
California
$10.5K +$1.63K +42 +18%
OLVIG
990
Oliver Lagore Vanvalin Investment Group
Michigan
$10.4K
KBFS
991
Kohmann Bosshard Financial Services
Ohio
$10.4K +$10.7K +275 New
CSC
992
Caldwell Sutter Capital
California
$10.2K
CWC
993
Carolinas Wealth Consulting
North Carolina
$10.1K +$78 +2 +0.8%
PA
994
PSI Advisors
Florida
$9.86K
SIS
995
Sound Income Strategies
Florida
$9.81K +$4.81K +124 +91%
SS
996
Sunbelt Securities
Texas
$9.56K
RTC
997
Riverview Trust Company
Washington
$9.45K +$1.09K +28 +13%
AWM
998
Avior Wealth Management
Nebraska
$9.45K +$1.24K +32 +15%
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.41K
AP
1000
Atwood & Palmer
Missouri
$9.26K