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1,199 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, 487 increasing their positions, 372 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $218M | Put options by funds: $135M

52% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 81

31% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 372

2% more funds holding

Funds holding: 1,1761,199 (+23)

3% more capital invested

Capital invested by funds: $36.8B → $38.1B (+$1.27B)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 84.08%83.87% (-0.21%)

Holders
1,199
Holders Change
+23
Holders Change %
+1.96%
% of All Funds
15.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
123
Increased
487
Reduced
372
Closed
81
Calls
$218M
Puts
$135M
Net Calls
+$82.8M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
1051
Zions Bancorporation, National Association
Utah
$19.6K -$34.3K -780 -64%
CIAS
1052
CBIZ Investment Advisory Services
Ohio
$18.9K -$38.4K -875 -68%
WB
1053
Webster Bank
Connecticut
$18.7K
WS
1054
Wela Strategies
Georgia
$18.7K
HIW
1055
Holos Integrated Wealth
Pennsylvania
$18.6K
BTD
1056
BankPlus Trust Department
Mississippi
$18.5K
GCM
1057
Gables Capital Management
Florida
$18K
RF
1058
Robinswood Financial
Washington
$18K +$8.78K +200 +100%
TH
1059
TCTC Holdings
Texas
$17.7K
WTA
1060
Washington Trust Advisors
Massachusetts
$16.4K +$15.9K +363 New
AWM
1061
Activest Wealth Management
Florida
$16.2K +$615 +14 +4%
JWM
1062
JPL Wealth Management
Colorado
$16K +$15.6K +355 New
HWA
1063
Heritage Wealth Advisors
Virginia
$16K
TCM
1064
TruNorth Capital Management
Michigan
$15.9K
RCM
1065
Richardson Capital Management
Wisconsin
$15.8K
TWD
1066
True Wealth Design
Ohio
$15.4K +$4.35K +99 +41%
FG
1067
Fairman Group
Pennsylvania
$15.4K
SA
1068
SRH Advisors
Kansas
$15.3K
DIP
1069
DT Investment Partners
Pennsylvania
$15.2K
SSG
1070
Summit Securities Group
New York
$14.8K +$14.4K +329 New
GA
1071
GoalVest Advisory
New York
$14.6K
SIC
1072
SJS Investment Consulting
Ohio
$14K +$12.7K +289 +1,314%
HWP
1073
Highline Wealth Partners
California
$13.9K +$1.1K +25 +9%
CB
1074
CNB Bank
Pennsylvania
$13.5K
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
$13.5K

EXC Hedge Fund Activity: Q3 2025 in Review

1,199 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2025, worth a combined $38.1B — up 3.4% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EXC positions and 81 closed out — a net gain of 42 holders — while 487 added to existing stakes and 372 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $244M. The largest seller was Cohen & Steers, cutting an estimated $161M.

  • 1,199 institutional investors held Exelon (EXC) as of Q3 2025, up from 1,176 in Q2 2025.
  • Funds reported $38.1B of Exelon stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 123 funds opened new Exelon positions in Q3 2025 and 81 closed out, a net change of +42 holders.
  • The largest Exelon buyer in Q3 2025 was Lazard Asset Management, an estimated $244M added.
  • The largest Exelon seller in Q3 2025 was Cohen & Steers, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2025.