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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
M
1076
MOTCO
Texas
$1.47K
T
1077
Transce3nd
Texas
$1.2K +$1.24K +32 New
SIC
1078
SJS Investment Consulting
Ohio
$1.17K -$504 -13 -30%
GSWM
1079
Golden State Wealth Management
California
$1.17K +$1.2K +31 New
ACM
1080
Anfield Capital Management
California
$1.09K
MAS
1081
MPWM Advisory Solutions
Georgia
$1.09K +$1.13K +29 New
TFA
1082
Transamerica Financial Advisors
Florida
$1K
WCM
1083
WealthTrak Capital Management
Virginia
$941 +$970 +25 New
NC
1084
NewSquare Capital
Pennsylvania
$903 +$931 +24 New
CWM
1085
Cedar Wealth Management
California
$828
NWWA
1086
New Wave Wealth Advisors
Arkansas
$790 +$815 +21 New
NS
1087
NBC Securities
Alabama
$783 -$812K -20,933 -100%
HWA
1088
HHM Wealth Advisors
Tennessee
$753 +$776 +20 New
WW
1089
Winnow Wealth
Texas
$750 +$776 +20 New
PWA
1090
Principia Wealth Advisory
Texas
$678 +$698 +18 New
FWM
1091
FLP Wealth Management
Arkansas
$675 +$698 +18 New
GFPC
1092
Global Financial Private Client
Florida
$489 +$504 +13 New
PWM
1093
Parkworth Wealth Management
California
$414 +$427 +11 New
EWM
1094
Evermay Wealth Management
Virginia
$387 +$388 +10 New
AWM
1095
Activest Wealth Management
Florida
$376 +$388 +10 New
NWM
1096
Nova Wealth Management
Florida
$376 +$388 +10 New
CWP
1097
Clark Wealth Partners
Illinois
$301 +$310 +8 New
SC
1098
Stance Capital
Massachusetts
$301 +$310 +8 New
DFA
1099
DHJJ Financial Advisors
Illinois
$151
MAM
1100
Morse Asset Management
Connecticut
$38