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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
TSMHT
1101
Thurston Springer Miller Herd & Titak
Indiana
$9K
CT
1102
Coastline Trust
Rhode Island
$9K +$8.78K +200 New
AW
1103
Avion Wealth
Texas
$9K -$88 -2 -1%
PSB
1104
Piscataqua Savings Bank
New Hampshire
$9K
UIA
1105
Ulland Investment Advisors
Minnesota
$9K
VNA
1106
Valley National Advisers
Pennsylvania
$9K +$483 +11 +6%
DPW
1107
DiNuzzo Private Wealth
Pennsylvania
$8.91K -$88 -2 -1%
SFCL
1108
Strengthening Families & Communities LLC
Massachusetts
$8.79K -$5.62K -128 -40%
MWM
1109
Mascoma Wealth Management
New Hampshire
$8.46K
CTB
1110
Country Trust Bank
Illinois
$8.46K +$8.26K +188 New
BCWM
1111
Bartlett & Co Wealth Management
Ohio
$8.37K +$3.95K +90 +94%
JFG
1112
JDM Financial Group
Texas
$7.92K
SHIM
1113
Stone House Investment Management
Pennsylvania
$7.43K
HNW
1114
High Note Wealth
Minnesota
$7.34K
WIM
1115
Westside Investment Management
California
$7.21K +$7.03K +160 New
UFF
1116
USA Financial Formulas
Michigan
$6.89K -$2.56M -58,307 -100%
BCM
1117
Boreal Capital Management
Florida
$6.75K
CWA
1118
Carolina Wealth Advisors
South Carolina
$6.75K
GWSG
1119
GPS Wealth Strategies Group
Colorado
$6.62K
KFP
1120
Kerr Financial Planning
California
$6.34K +$5.93K +135 New
TVWM
1121
Tower View Wealth Management
Wisconsin
$6.26K +$44 +1 +0.7%
EWM
1122
Evolution Wealth Management
Florida
$6.17K
APW
1123
Aventura Private Wealth
Florida
$6.08K
DWM
1124
Dogwood Wealth Management
Kansas
$6.03K +$176 +4 +3%
SC
1125
SouthState Corp
Florida
$5.99K -$5.18K -118 -47%

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.