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1,176 hedge funds and large institutions have $36.8B invested in Exelon in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 500 increasing their positions, 352 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $340M | Put options by funds: $138M

42% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 352

1.35% more ownership

Funds ownership: 82.73%84.08% (+1.3%)

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 120

4% less capital invested

Capital invested by funds: $38.5B → $36.8B (-$1.64B)

2% less funds holding

Funds holding: 1,1941,176 (-18)

77% less funds holding in top 10

Funds holding in top 10: 133 (-10)

Holders
1,176
Holders Change
-18
Holders Change %
-1.51%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-76.92%
% of All Funds
0.04%
New
116
Increased
500
Reduced
352
Closed
120
Calls
$340M
Puts
$138M
Net Calls
+$202M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1101
Carolina Wealth Advisors
South Carolina
$6.51K
BCM
1102
Boreal Capital Management
Florida
$6.51K +$6.68K +150 New
GWSG
1103
GPS Wealth Strategies Group
Colorado
$6.38K +$1.6K +36 +32%
PP
1104
Pacifica Partners
Canada
$6.14K
WTFG
1105
Wood Tarver Financial Group
Idaho
$6K +$45 +1 +0.7%
TVWM
1106
Tower View Wealth Management
Wisconsin
$5.99K +$45 +1 +0.7%
EWM
1107
Evolution Wealth Management
Florida
$5.95K +$6.1K +137 New
APW
1108
Aventura Private Wealth
Florida
$5.86K
CAM
1109
Creekmur Asset Management
Illinois
$5.69K
PSFG
1110
Park Square Financial Group
Georgia
$5.64K +$5.79K +130 New
DWM
1111
Dogwood Wealth Management
Kansas
$5.59K +$4.1K +92 +242%
AWM
1112
Abound Wealth Management
Tennessee
$5.23K +$4.67K +105 +700%
ACA
1113
American Capital Advisory
Idaho
$5.04K +$534 +12 +12%
TIM
1114
Thompson Investment Management
Wisconsin
$4.69K
WA
1115
Whipplewood Advisors
Colorado
$4.69K +$4.67K +105 +3,500%
ABWM
1116
Alpine Bank Wealth Management
Colorado
$4.65K
HFS
1117
Hughes Financial Services
Virginia
$4.64K +$89 +2 +2%
VWA
1118
Valued Wealth Advisors
Utah
$4.52K +$1.07K +24 +30%
SC
1119
Solstein Capital
California
$4.47K +$4.59K +103 New
TC
1120
Truvestments Capital
Florida
$4.34K -$13.9K -312 -76%
BSB
1121
Bangor Savings Bank
Maine
$4.34K -$2.94K -66 -40%
SAS
1122
Spurstone Advisory Services
Connecticut
$4.34K +$4.45K +100 New
BCWM
1123
Bartlett & Co Wealth Management
Ohio
$4.17K
CW
1124
Curio Wealth
Maryland
$4.04K +$4.1K +92 +9,200%
CMP
1125
Coston McIsaac & Partners
Maine
$4K

EXC Hedge Fund Activity: Q2 2025 in Review

1,176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2025, worth a combined $36.8B — down 4.3% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of EXC and 116 opened new positions — a net loss of 4 holders — while 352 trimmed existing stakes and 500 added.

The largest buyer was GQG Partners, adding an estimated $1.12B. The largest seller was T. Rowe Price Associates, cutting an estimated $519M.

  • 1,176 institutional investors held Exelon (EXC) as of Q2 2025, down from 1,194 in Q1 2025.
  • Funds reported $36.8B of Exelon stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 116 funds opened new Exelon positions in Q2 2025 and 120 closed out, a net change of -4 holders.
  • The largest Exelon buyer in Q2 2025 was GQG Partners, an estimated $1.12B added.
  • The largest Exelon seller in Q2 2025 was T. Rowe Price Associates, an estimated $519M sold.

Based on aggregated 13F filings for Q2 2025.