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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: 1,0511,100 (+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: 96 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1026
JDM Financial Group
Texas
$6.63K -$1.01K -26 -13%
BSB
1027
Bangor Savings Bank
Maine
$6.36K
RS
1028
Rakuten Securities
Japan
$6.21K -$2.13K -55 -25%
AWM
1029
Abound Wealth Management
Tennessee
$6.19K -$39 -1 -0.6%
WOC
1030
West Oak Capital
California
$6K
VNA
1031
Valley National Advisers
Pennsylvania
$6K +$194 +5 +3%
OC
1032
Oakworth Capital
Alabama
$5.99K -$15.9K -409 -72%
TFM
1033
TFC Financial Management
Massachusetts
$5.95K +$5.04K +130 +464%
SSG
1034
Summit Securities Group
New York
$5.95K -$41.6K -1,073 -87%
CTA
1035
Colonial Trust Advisors
South Carolina
$5.83K
FMP
1036
Financial Management Professionals
Texas
$5.72K +$1.75K +45 +42%
CW
1037
Curio Wealth
Maryland
$5.68K +$5.86K +151 New
CWA
1038
Carolina Wealth Advisors
South Carolina
$5.65K
HWP
1039
Highline Wealth Partners
California
$5.43K +$1.47K +38 +36%
CAM
1040
Creekmur Asset Management
Illinois
$5.4K +$427 +11 +8%
PP
1041
Pacifica Partners
Canada
$5.38K
HNW
1042
High Note Wealth
Minnesota
$5.16K +$5.32K +137 New
LDB
1043
Lee, Danner & Bass
Tennessee
$5.12K +$5.28K +136 New
TVWM
1044
Tower View Wealth Management
Wisconsin
$5.1K +$39 +1 +0.7%
APW
1045
Aventura Private Wealth
Florida
$5.08K +$5.24K +135 New
WTFG
1046
Wood Tarver Financial Group
Idaho
$5K +$5.59K +144 New
RWM
1047
Ruedi Wealth Management
Illinois
$4.78K
WAS
1048
Winch Advisory Services
Wisconsin
$4.18K +$4.31K +111 New
GWSG
1049
GPS Wealth Strategies Group
Colorado
$4.14K
TIM
1050
Thompson Investment Management
Wisconsin
$4.07K