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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
WA
1051
Whipplewood Advisors
Colorado
$4.07K +$4.19K +108 New
AW
1052
Avion Wealth
Texas
$4K -$621 -16 -13%
SO
1053
Sierra Ocean
California
$4K +$4.11K +106 New
PMIM
1054
Prudent Man Investment Management
Colorado
$3.76K +$3.88K +100 New
ACA
1055
American Capital Advisory
Idaho
$3.69K
CIAM
1056
Caitong International Asset Management
Hong Kong
$3.58K +$3.69K +95 New
GIA
1057
GHP Investment Advisors
Colorado
$3.27K
PAG
1058
Paladin Advisory Group
Iowa
$3.27K
JGIA
1059
Jackson Grant Investment Advisers
Connecticut
$3.2K
CSWM
1060
Cassady Schiller Wealth Management
Ohio
$3.09K +$2.25K +58 +242%
VWA
1061
Valued Wealth Advisors
Utah
$3.01K +$582 +15 +23%
AT
1062
Arlington Trust
Alabama
$3.01K
CMP
1063
Coston McIsaac & Partners
Maine
$3K
EFMH
1064
E Fund Management (HK)
Hong Kong
$3K +$2.87K +74 +1,057%
TCG
1065
Transcendent Capital Group
Oklahoma
$2.77K
FWM
1066
FSA Wealth Management
Massachusetts
$2.71K
GWMI
1067
Guardian Wealth Management (Illinois)
Illinois
$2.08K
CAWM
1068
Capital A Wealth Management
Pennsylvania
$2K +$2.06K +53 New
BA
1069
Bellwether Advisors
Nebraska
$1.88K +$1.94K +50 New
TAM
1070
Tucker Asset Management
Colorado
$1.88K +$1.94K +50 New
TWD
1071
True Wealth Design
Ohio
$1.87K +$970 +25 +100%
IWP
1072
IAG Wealth Partners
Wisconsin
$1.84K +$737 +19 +63%
CAC
1073
Core Alternative Capital
Georgia
$1.77K +$155 +4 +9%
AP
1074
Aspect Partners
Virginia
$1.51K
MSG
1075
Main Street Group
Virginia
$1.47K