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1,247 hedge funds and large institutions have $39.2B invested in Exelon in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 512 increasing their positions, 374 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $174M | Put options by funds: $122M

37% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 374

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.17% more ownership

Funds ownership: 83.87%89.04% (+5.2%)

4% more funds holding

Funds holding: 1,1981,247 (+49)

3% more capital invested

Capital invested by funds: $38.1B → $39.2B (+$1.1B)

Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
167
Increased
512
Reduced
374
Closed
93
Calls
$174M
Puts
$122M
Net Calls
+$51.9M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1101
Washington Trust Advisors
Massachusetts
$15.8K
HWA
1102
Heritage Wealth Advisors
Virginia
$15.5K
RCM
1103
Richardson Capital Management
Wisconsin
$15.3K
AA
1104
Ancora Advisors
Ohio
$15K +$12.5K +274 +397%
FG
1105
Fairman Group
Pennsylvania
$14.9K
SA
1106
SRH Advisors
Kansas
$14.8K
DIP
1107
DT Investment Partners
Pennsylvania
$14.7K
BCWM
1108
Bartlett & Co Wealth Management
Ohio
$14.6K +$6.85K +150 +81%
SR
1109
Swiss Re
Switzerland
$14.3K +$15K +329 New
GA
1110
GoalVest Advisory
New York
$14.2K
LWM
1111
Lodestone Wealth Management
Washington
$14.2K +$14.8K +325 New
WA
1112
WPG Advisers
Maryland
$13.6K +$4.06K +89 +40%
HWP
1113
Highline Wealth Partners
California
$13.5K
CB
1114
CNB Bank
Pennsylvania
$13.1K
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$13.1K
VNA
1116
Valley National Advisers
Pennsylvania
$13K +$4.38K +96 +46%
MCM
1117
MidAtlantic Capital Management
Virginia
$12.9K +$13.6K +297 New
TFA
1118
Transamerica Financial Advisors
Florida
$12.4K +$7.17K +157 +123%
KG
1119
Kilter Group
New York
$12.3K +$3.19K +70 +33%
DWS
1120
Dynamic Wealth Strategies
California
$12.2K
SA
1121
Scarborough Advisors
Maryland
$12.1K
KBFS
1122
Kohmann Bosshard Financial Services
Ohio
$12K +$12.6K +275 New
CSC
1123
Caldwell Sutter Capital
California
$11.8K
PB
1124
Prosperity Bancshares
Texas
$11.7K +$12.2K +268 New
AFC
1125
Ares Financial Consulting
California
$11.4K +$12K +262 New