We are live on ! Find out more

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
FG
1076
Fairman Group
Pennsylvania
$12.9K -$2.13K -51 -13%
DWS
1077
Dynamic Wealth Strategies
California
$12.9K +$11.7K +279 New
KIM
1078
Kestra Investment Management
Texas
$12.8K -$44.1K -1,055 -79%
DF
1079
Dunhill Financial
United Kingdom
$12.7K -$752 -18 -6%
CSC
1080
Caldwell Sutter Capital
California
$12.5K
PPC
1081
Park Place Capital
Alabama
$12.4K +$2.42K +58 +27%
PA
1082
PSI Advisors
Florida
$12.1K
FMP
1083
Financial Management Professionals
Texas
$12K +$4.51K +108 +71%
NC
1084
NewSquare Capital
Pennsylvania
$11.8K +$9.66K +231 +963%
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.5K
HWP
1086
Highline Wealth Partners
California
$11.3K +$4.26K +102 +71%
CWC
1087
Carolinas Wealth Consulting
North Carolina
$11.3K -$961 -23 -9%
VWM
1088
Vermillion Wealth Management
Minnesota
$11.2K
ME
1089
McIlrath & Eck
Washington
$11.1K
ANBT
1090
American National Bank & Trust
Texas
$11.1K -$83.6K -2,000 -89%
BOJHT
1091
Bank of Jackson Hole Trust
Wyoming
$11.1K -$6.31K -151 -38%
PP
1092
PrairieView Partners
Minnesota
$11K
RMC
1093
Resources Management Corp
Connecticut
$11K
NFSG
1094
Newbridge Financial Services Group
Florida
$11K +$84 +2 +0.8%
TTIC
1095
Tower Trust & Investment Company
Iowa
$10.8K +$9.61K +230 New
CMA
1096
Cedar Mountain Advisors
Oregon
$10.7K +$125 +3 +1%
AGWCA
1097
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$376 +9 +4%
CTC
1098
Cetera Trust Company
Minnesota
$10.4K
RTC
1099
Riverview Trust Company
Washington
$10.3K -$1.17K -28 -11%
BWL
1100
Bogart Wealth LLC
Virginia
$10K +$1.38K +33 +18%

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.