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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
OIA
1026
Optimum Investment Advisors
Illinois
$28.7K
SCM
1027
Silvant Capital Management
Georgia
$28.7K
AFG
1028
Albion Financial Group
Utah
$27.6K
WB
1029
Webster Bank
Connecticut
$27.6K -$49.6K -1,186 -66%
PMFA
1030
Plante Moran Financial Advisors
Michigan
$27.2K
MWA
1031
Medallion Wealth Advisors
Connecticut
$26.2K
Kayne Anderson Rudnick Investment Management
1032
Kayne Anderson Rudnick Investment Management
California
$25.1K -$2.17K -52 -9%
FP
1033
Financial Perspectives
Minnesota
$24.9K +$209 +5 +0.9%
RA
1034
Rise Advisors
New York
$24.7K -$4.47K -107 -17%
BGAI
1035
Bruce G. Allen Investments
Colorado
$24.5K -$1.92K -46 -8%
AIM
1036
Anchor Investment Management
South Carolina
$24.4K +$167 +4 +0.8%
CIAS
1037
CBIZ Investment Advisory Services
Ohio
$24K +$3.64K +87 +20%
Q1WB
1038
Quest 10 Wealth Builders
Virginia
$23.6K +$9.24K +221 +76%
BAM
1039
Byrne Asset Management
New Jersey
$23K -$5.02K -120 -19%
FFC
1040
First Financial Corp
Indiana
$23K
RI
1041
Ridgewood Investments
New Jersey
$23K
ST
1042
Smithfield Trust
Pennsylvania
$23K
BC
1043
Barrett & Company
Rhode Island
$22.7K
ETS
1044
ESL Trust Services
New York
$21.8K
BL
1045
BFSG LLC
California
$21.1K
CIA
1046
Cape Investment Advisory
Georgia
$20.5K -$47K -1,125 -72%
PGAM
1047
Princeton Global Asset Management
New Jersey
$20.2K -$2.97K -71 -14%
WA
1048
WPG Advisers
Maryland
$19.9K -$5.43K -130 -23%
GWS
1049
Greykasell Wealth Strategies
California
$19.5K +$17.7K +424 New
GWP
1050
Gen-Wealth Partners
Michigan
$19.3K -$7.4K -177 -30%

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.