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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
VWM
1001
Vermillion Wealth Management
Minnesota
$9.18K +$9.46K +244 New
NBT
1002
Northwest Bank & Trust
Iowa
$9.1K – – –
ME
1003
McIlrath & Eck
Washington
$9.07K – – –
PP
1004
PrairieView Partners
Minnesota
$9K – – –
RMC
1005
Resources Management Corp
Connecticut
$9K – – –
NFSG
1006
Newbridge Financial Services Group
Florida
$8.87K +$9.15K +236 New
SFA
1007
Semmax Financial Advisors
North Carolina
$8.74K +$39 +1 +0.5%
CMA
1008
Cedar Mountain Advisors
Oregon
$8.64K +$78 +2 +0.9%
CTC
1009
Cetera Trust Company
Minnesota
$8.51K – – –
AA
1010
Ancora Advisors
Ohio
$8.32K – – –
AGWCA
1011
Annis Gardner Whiting Capital Advisors
Florida
$8.24K -$6.01K -155 -41%
FIA
1012
FPC Investment Advisory
California
$8.16K +$7.91K +204 New
RBC
1013
Roble Belko & Company
Pennsylvania
$8K – – –
UIA
1014
Ulland Investment Advisors
Minnesota
$8K – – –
PPC
1015
Park Place Capital
Alabama
$7.94K -$1.09K -28 -12%
B
1016
Birchbrook
Maine
$7.91K +$8.15K +210 New
TSMHT
1017
Thurston Springer Miller Herd & Titak
Indiana
$7.53K – – –
HFS
1018
Hopwood Financial Services
Virginia
$7.53K +$7.76K +200 New
RF
1019
Robinswood Financial
Washington
$7.53K +$7.76K +200 New
PSB
1020
Piscataqua Savings Bank
New Hampshire
$7.53K – – –
DPW
1021
DiNuzzo Private Wealth
Pennsylvania
$7.3K -$310 -8 -4%
RCM
1022
Raleigh Capital Management
North Carolina
$7.3K -$1.16K -30 -13%
PG
1023
Proffitt & Goodson
Tennessee
$6.96K – – –
BWL
1024
Bogart Wealth LLC
Virginia
$6.93K – – –
SW
1025
SteelPeak Wealth
California
$6.81K +$7.02K +181 New
39 40
41
42 43

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.