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Exelon
EXC

Overview Fund Activity

1,176 hedge funds and large institutions have $37.8B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 471 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+90
Holders Change %
+8.29%
% of All Funds
15.97%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.18%
New
188
Increased
471
Reduced
322
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M
3
AIP
Atlas Infrastructure Partners
United Kingdom
+$176M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$171M
5
Barclays
Barclays
United Kingdom
+$165M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$146M
5
Lazard Asset Management
Lazard Asset Management
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1051
Activest Wealth Management
Florida
$16.1K +$15.6K +339 +3,390%
BIA
1052
Bell Investment Advisors
California
$15.9K +$2.95K +64 +23%
RS
1053
Rakuten Securities
Japan
$15.9K +$8.25K +179 +108%
SA
1054
SRH Advisors
Kansas
$15.7K – – –
SC
1055
SouthState Corp
Florida
$15.6K +$15.6K +339 New
DIP
1056
DT Investment Partners
Pennsylvania
$15.5K – – –
HIMS
1057
Hager Investment Management Services
New Hampshire
$15.4K – – –
EFMH
1058
E Fund Management (HK)
Hong Kong
$15K +$11.3K +248 +306%
SFCL
1059
Strengthening Families & Communities LLC
Massachusetts
$14.4K +$138 +3 +1%
MSFP
1060
Mark Sheptoff Financial Planning
Connecticut
$13.8K – – –
CB
1061
CNB Bank
Pennsylvania
$13.8K – – –
LWA
1062
Lowe Wealth Advisors
Maryland
$13.8K – – –
IHWM
1063
Iron Horse Wealth Management
Iowa
$13K – – –
FG
1064
Fairman Group
Pennsylvania
$12.9K -$1.92K -51 -13%
DWS
1065
Dynamic Wealth Strategies
California
$12.9K +$12.9K +279 New
KIM
1066
Kestra Investment Management
Texas
$12.8K -$48.6K -1,055 -79%
DF
1067
Dunhill Financial
United Kingdom
$12.7K -$828 -18 -6%
CSC
1068
Caldwell Sutter Capital
California
$12.5K – – –
PPC
1069
Park Place Capital
Alabama
$12.4K +$2.67K +58 +27%
PA
1070
PSI Advisors
Florida
$12.1K – – –
FMP
1071
Financial Management Professionals
Texas
$12K +$4.98K +108 +71%
NC
1072
NewSquare Capital
Pennsylvania
$11.8K +$10.6K +231 +963%
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.5K – – –
HWP
1074
Highline Wealth Partners
California
$11.3K +$4.7K +102 +71%
CWC
1075
Carolinas Wealth Consulting
North Carolina
$11.3K -$1.06K -23 -9%
41 42
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