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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 %
MEG
1001
Millstone Evans Group
Colorado
$34.6K – – –
WTC
1002
WhitTier Trust Company
Nevada
$34.5K -$25.4K -551 -42%
AP
1003
Antipodes Partners
Australia
$34.2K +$34.2K +743 New
EA
1004
Evolution Advisers
Virginia
$34K – – –
FFO
1005
Fortitude Family Office
Arizona
$32.6K – – –
CWP
1006
Concord Wealth Partners
Virginia
$32.4K – – –
SL
1007
Salomon & Ludwin
Virginia
$32.3K – – –
CFB
1008
Cullen/Frost Bankers
Texas
$32K -$1.11K -24 -3%
HBW
1009
Hazlett, Burt & Watson
West Virginia
$32K +$10.1K +220 +46%
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.6K +$276 +6 +0.9%
MFT
1011
Moisand Fitzgerald Tamayo
Florida
$30.2K – – –
DJSG
1012
D.J. St. Germain
Massachusetts
$29.8K -$82.7K -1,794 -74%
SWA
1013
SOA Wealth Advisors
New York
$29.6K -$7.51K -163 -20%
MTIC
1014
Missouri Trust & Investment Company
Missouri
$29K -$4.61K -100 -14%
OIA
1015
Optimum Investment Advisors
Illinois
$28.7K – – –
SCM
1016
Silvant Capital Management
Georgia
$28.7K – – –
AFG
1017
Albion Financial Group
Utah
$27.6K – – –
WB
1018
Webster Bank
Connecticut
$27.6K -$54.7K -1,186 -66%
PMFA
1019
Plante Moran Financial Advisors
Michigan
$27.2K – – –
Kayne Anderson Rudnick Investment Management
1020
Kayne Anderson Rudnick Investment Management
California
$25.1K -$2.4K -52 -9%
FP
1021
Financial Perspectives
Minnesota
$24.9K +$231 +5 +0.9%
RA
1022
Rise Advisors
New York
$24.7K -$4.93K -107 -17%
BGAI
1023
Bruce G. Allen Investments
Colorado
$24.5K -$2.12K -46 -8%
AIM
1024
Anchor Investment Management
South Carolina
$24.4K +$184 +4 +0.8%
CIAS
1025
CBIZ Investment Advisory Services
Ohio
$24K +$4.01K +87 +20%
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