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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
MFS
976
Mattson Financial Services
Michigan
$59K
CFFP
977
Center for Financial Planning
Michigan
$58.3K
CA
978
Continuum Advisory
Idaho
$57.1K +$7.9K +189 +18%
TIM
979
Tortoise Investment Management
New York
$55.5K
GCM
980
Gables Capital Management
Florida
$55.3K
ZBNA
981
Zions Bancorporation, National Association
Utah
$55.2K +$50K +1,197 New
RPA
982
Redwood Park Advisors
California
$53.9K
SS
983
SBI Securities
Japan
$52.4K +$7.86K +188 +20%
CAL
984
Capital Analysts LLC
Pennsylvania
$52K +$376 +9 +0.8%
PWMG
985
Private Wealth Management Group
New Jersey
$51.6K +$13.3K +317 +40%
OPTFSNA
986
Old Point Trust & Financial Services N A
Virginia
$50.7K
OWA
987
Opal Wealth Advisors
New York
$50.1K +$45.5K +1,088 New
SFGP
988
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$49.4K +$376 +9 +0.8%
AAG
989
Armstrong Advisory Group
Massachusetts
$48K
HSA
990
Hussman Strategic Advisors
Maryland
$46.1K
PBK
991
Peoples Bank (Kansas)
Kansas
$46.1K
CT
992
Colonial Trust
South Carolina
$45.3K -$15.1K -361 -27%
OAJ
993
Ogorek Anthony Joseph
New York
$45K +$41.2K +986 New
TFIPS
994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.7K
CAL
995
Capital Advisors Ltd
Ohio
$43K -$543 -13 -1%
GKIM
996
GW&K Investment Management
Massachusetts
$43K -$376 -9 -1%
MAFA
997
MJT & Associates Financial Advisory
Minnesota
$41.7K +$37.9K +906 New
AWM
998
AllSquare Wealth Management
New York
$41.4K
CBT
999
Crews Bank & Trust
Florida
$41.1K
MCM
1000
MV Capital Management
Maryland
$40.7K -$6.86K -164 -16%

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.