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1,194 hedge funds and large institutions have $38.5B invested in Exelon in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 478 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 76

121% more call options, than puts

Call options by funds: $380M | Put options by funds: $172M

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

46% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 328

25% more capital invested

Capital invested by funds: $30.8B → $38.5B (+$7.67B)

9% more funds holding

Funds holding: 1,1001,194 (+94)

1.24% more ownership

Funds ownership: 81.5%82.73% (+1.2%)

Holders
1,194
Holders Change
+94
Holders Change %
+8.55%
% of All Funds
16.01%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
188
Increased
478
Reduced
328
Closed
76
Calls
$380M
Puts
$172M
Net Calls
+$209M
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
1126
Aventura Private Wealth
Florida
$6.22K
CAM
1127
Creekmur Asset Management
Illinois
$6.03K -$502 -12 -8%
RWM
1128
Ruedi Wealth Management
Illinois
$5.85K
GWSG
1129
GPS Wealth Strategies Group
Colorado
$5.12K +$42 +1 +0.9%
WA
1130
Whipplewood Advisors
Colorado
$4.98K -$4.39K -105 -97%
TIM
1131
Thompson Investment Management
Wisconsin
$4.98K
ABWM
1132
Alpine Bank Wealth Management
Colorado
$4.93K +$4.47K +107 New
SO
1133
Sierra Ocean
California
$4.9K
ACA
1134
American Capital Advisory
Idaho
$4.79K +$251 +6 +6%
GSWM
1135
Golden State Wealth Management
California
$4.65K +$2.93K +70 +226%
HFS
1136
Hughes Financial Services
Virginia
$4.64K +$4.22K +101 New
BCWM
1137
Bartlett & Co Wealth Management
Ohio
$4.42K -$13K -312 -76%
QL
1138
Quarry LP
New York
$4.01K -$111K -2,644 -97%
GIA
1139
GHP Investment Advisors
Colorado
$4.01K
PAG
1140
Paladin Advisory Group
Iowa
$4.01K
AW
1141
Avion Wealth
Texas
$4K
CMP
1142
Coston McIsaac & Partners
Maine
$4K
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$3.92K
PMIM
1144
Prudent Man Investment Management
Colorado
$3.76K
HWM
1145
HighMark Wealth Management
Minnesota
$3.73K +$3.39K +81 New
VWA
1146
Valued Wealth Advisors
Utah
$3.71K
AT
1147
Arlington Trust
Alabama
$3.69K
CW
1148
Curio Wealth
Maryland
$3.5K -$6.27K -150 -99%
MSG
1149
Main Street Group
Virginia
$3.35K +$1.42K +34 +87%
FWM
1150
FSA Wealth Management
Massachusetts
$3.32K

EXC Hedge Fund Activity: Q1 2025 in Review

1,194 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2025, worth a combined $38.5B — up 25% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new EXC positions and 76 closed out — a net gain of 112 holders — while 478 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity International, adding an estimated $345M. The largest seller was Wellington Management Group, cutting an estimated $621M.

  • 1,194 institutional investors held Exelon (EXC) as of Q1 2025, up from 1,100 in Q4 2024.
  • Funds reported $38.5B of Exelon stock for Q1 2025, up 25% quarter-over-quarter.
  • 188 funds opened new Exelon positions in Q1 2025 and 76 closed out, a net change of +112 holders.
  • The largest Exelon buyer in Q1 2025 was Fidelity International, an estimated $345M added.
  • The largest Exelon seller in Q1 2025 was Wellington Management Group, an estimated $621M sold.

Based on aggregated 13F filings for Q1 2025.