We are live on ! Find out more

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
GTAM
1076
Global Trust Asset Management
Florida
$12.6K
DWS
1077
Dynamic Wealth Strategies
California
$12.6K
LWA
1078
Lowe Wealth Advisors
Maryland
$12.5K -$922 -21 -7%
SA
1079
Scarborough Advisors
Maryland
$12.5K
CSC
1080
Caldwell Sutter Capital
California
$12.2K
PPC
1081
Park Place Capital
Alabama
$12.1K
BOJHT
1082
Bank of Jackson Hole Trust
Wyoming
$11.3K
HFS
1083
Horizon Financial Services
North Carolina
$11.2K +$7.47K +170 +215%
TC
1084
Truvestments Capital
Florida
$11.1K +$6.41K +146 +146%
RMC
1085
Resources Management Corp
Connecticut
$11K
RS
1086
Rakuten Securities
Japan
$11K -$1.93K -44 -15%
VWM
1087
Vermillion Wealth Management
Minnesota
$11K
ME
1088
McIlrath & Eck
Washington
$10.8K
ANBT
1089
American National Bank & Trust
Texas
$10.8K
CMA
1090
Cedar Mountain Advisors
Oregon
$10.6K +$88 +2 +0.9%
TCM
1091
TD Capital Management
Tennessee
$10.5K +$88 +2 +0.9%
IWM
1092
IMG Wealth Management
Florida
$10.3K
BIA
1093
Bell Investment Advisors
California
$10.2K -$7.29K -166 -42%
WA
1094
WPG Advisers
Maryland
$10.1K +$9.84K +224 New
RTC
1095
Riverview Trust Company
Washington
$10K
HHMI
1096
Howard Hughes Medical Institute
Maryland
$9.77K
KG
1097
Kilter Group
New York
$9.59K -$395 -9 -4%
B
1098
Birchbrook
Maine
$9.45K
STB
1099
S&T Bank
Pennsylvania
$9.18K +$7.33K +167 +451%
SS
1100
Sunbelt Securities
Texas
$9.09K -$2.28K -52 -20%

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.