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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
NL
1001
NVWM LLC
Pennsylvania
$40K +$209 +5 +0.6%
AG
1002
AmeriFlex Group
Nevada
$39.2K +$9.61K +230 +37%
PAI
1003
Pittenger & Anderson Inc
Nebraska
$39.2K
HWM
1004
Hemington Wealth Management
Virginia
$39K +$6.44K +154 +22%
FGA
1005
Fortis Group Advisors
New Jersey
$38.3K
BLC
1006
Brown, Lisle/Cummings
Rhode Island
$36.9K
MSWM
1007
Mowery & Schoenfeld Wealth Management
Illinois
$36.8K -$1.71K -41 -5%
LCM
1008
Logan Capital Management
Pennsylvania
$36K
ADL
1009
Asset Dedication LLC
California
$35.9K +$1.76K +42 +6%
SC
1010
Stephens Consulting
Michigan
$35.1K -$836 -20 -3%
MEG
1011
Millstone Evans Group
Colorado
$34.6K
WTC
1012
WhitTier Trust Company
Nevada
$34.5K -$23K -551 -42%
AP
1013
Antipodes Partners
Australia
$34.2K +$31.1K +743 New
EA
1014
Evolution Advisers
Virginia
$34K
FFO
1015
Fortitude Family Office
Arizona
$32.6K
CWP
1016
Concord Wealth Partners
Virginia
$32.4K
SL
1017
Salomon & Ludwin
Virginia
$32.3K
CFB
1018
Cullen/Frost Bankers
Texas
$32K -$1K -24 -3%
HBW
1019
Hazlett, Burt & Watson
West Virginia
$32K +$9.2K +220 +46%
LSA
1020
Leonteq Securities AG
Switzerland
$30.8K -$15.1K -362 -35%
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.6K +$251 +6 +0.9%
MFT
1022
Moisand Fitzgerald Tamayo
Florida
$30.2K
DJSG
1023
D.J. St. Germain
Massachusetts
$29.8K -$75K -1,794 -74%
SWA
1024
SOA Wealth Advisors
New York
$29.6K -$6.81K -163 -20%
MTIC
1025
Missouri Trust & Investment Company
Missouri
$29K -$4.18K -100 -14%

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.