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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
15.98%
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 %
TWD
1101
True Wealth Design
Ohio
$8.41K +$6.12K +133 +266%
JFG
1102
JDM Financial Group
Texas
$8.11K – – –
VNA
1103
Valley National Advisers
Pennsylvania
$8K +$383 +9 +5%
BDPWM
1104
Barnes Dennig Private Wealth Management
Ohio
$7.83K +$7.83K +170 New
BSB
1105
Bangor Savings Bank
Maine
$7.65K -$138 -3 -2%
OC
1106
Oakworth Capital
Alabama
$7.33K – – –
CTA
1107
Colonial Trust Advisors
South Carolina
$7.14K – – –
CWA
1108
Carolina Wealth Advisors
South Carolina
$6.91K – – –
PP
1109
Pacifica Partners
Canada
$6.75K – – –
HNW
1110
High Note Wealth
Minnesota
$6.54K +$230 +5 +4%
WTFG
1111
Wood Tarver Financial Group
Idaho
$6.54K -$92 -2 -1%
TVWM
1112
Tower View Wealth Management
Wisconsin
$6.3K +$92 +2 +1%
CAM
1113
Creekmur Asset Management
Illinois
$6.03K -$553 -12 -8%
RWM
1114
Ruedi Wealth Management
Illinois
$5.85K – – –
GWSG
1115
GPS Wealth Strategies Group
Colorado
$5.12K +$46 +1 +0.9%
WA
1116
Whipplewood Advisors
Colorado
$4.98K -$174K -105 -97%
TIM
1117
Thompson Investment Management
Wisconsin
$4.98K – – –
ABWM
1118
Alpine Bank Wealth Management
Colorado
$4.93K +$4.93K +107 New
SO
1119
Sierra Ocean
California
$4.9K – – –
ACA
1120
American Capital Advisory
Idaho
$4.79K +$277 +6 +6%
GSWM
1121
Golden State Wealth Management
California
$4.65K +$3.23K +70 +226%
HFS
1122
Hughes Financial Services
Virginia
$4.64K +$4.64K +101 New
BCWM
1123
Bartlett & Co Wealth Management
Ohio
$4.42K -$14.4K -312 -76%
QL
1124
Quarry LP
New York
$4.01K -$122K -2,644 -97%
GIA
1125
GHP Investment Advisors
Colorado
$4.01K – – –
43 44
45
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