1,181 hedge funds and large institutions have $38.1B invested in Exelon in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 479 increasing their positions, 369 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $36.8B → $38.1B (+$1.25B)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 84.03%83.77% (-0.25%)

Holders
1,181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$218M
Puts
$135M
Net Calls
Net Calls Change

Top Buyers

1 +$250M
2 +$160M
3 +$127M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
5
Squarepoint
Squarepoint
New York
+$66.9M

Top Sellers

1 -$166M
2 -$116M
3 -$89.9M
4
UBS AM
UBS AM
Illinois
-$75.4M
5
BlackRock
BlackRock
New York
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
1001
E Fund Management (HK)
Hong Kong
$35.8K
MA
1002
Montag & Associates
Georgia
$35K
M
1003
MOTCO
Texas
$34.4K
WTC
1004
WhitTier Trust Company
Nevada
$33.9K
MEG
1005
Millstone Evans Group
Colorado
$33.8K
SGK
1006
Steigerwald Gordon & Koch
Virginia
$31.9K
CWP
1007
Concord Wealth Partners
Virginia
$31.7K
HBW
1008
Hazlett, Burt & Watson
West Virginia
$31K
AF
1009
Alerus Financial
North Dakota
$30.8K
S
1010
Sachetta
Massachusetts
$30.5K
RFP
1011
Root Financial Partners
California
$29.8K
MFT
1012
Moisand Fitzgerald Tamayo
Florida
$29.5K
HIMS
1013
Hager Investment Management Services
New Hampshire
$29.5K
PMFA
1014
Plante Moran Financial Advisors
Michigan
$29.1K
MTIC
1015
Missouri Trust & Investment Company
Missouri
$28.4K
OIA
1016
Optimum Investment Advisors
Illinois
$28K
SCM
1017
Silvant Capital Management
Georgia
$28K
LI
1018
LRI Investments
Florida
$26K
RA
1019
Rise Advisors
New York
$25K
FP
1020
Financial Perspectives
Minnesota
$24.7K
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$24.5K
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$24.1K
AIM
1023
Anchor Investment Management
South Carolina
$24K
BGAI
1024
Bruce G. Allen Investments
Colorado
$23.9K
NFSG
1025
Newbridge Financial Services Group
Florida
$23.3K