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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
$460M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
3
AIP
Atlas Infrastructure Partners
United Kingdom
$267M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$286M
5
Barclays
Barclays
United Kingdom
$313M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$740M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$22.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Lazard Asset Management
Lazard Asset Management
New York
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
1151
Winnow Wealth
Texas
$1.42K +$503 +11 +55%
MAS
1152
MPWM Advisory Solutions
Georgia
$1.34K – – –
ACM
1153
Anfield Capital Management
California
$1.34K – – –
TFM
1154
TFC Financial Management
Massachusetts
$1.3K -$6.03K -130 -82%
GP
1155
Greenline Partners
New York
$1.24K +$1.24K +27 New
RWM
1156
Rialto Wealth Management
New York
$1.15K +$1.15K +25 New
CAWM
1157
Capital A Wealth Management
Pennsylvania
$1.01K -$1.43K -31 -58%
CWM
1158
Cedar Wealth Management
California
$1.01K – – –
CA
1159
Crewe Advisors
Utah
$1.01K +$1.01K +22 New
BHWM
1160
Bay Harbor Wealth Management
Maryland
$1.01K +$1.01K +22 New
TFA
1161
Transamerica Financial Advisors
Florida
$1K – – –
HWA
1162
HHM Wealth Advisors
Tennessee
$922 – – –
RJA
1163
Ross\Johnson & Associates
Minnesota
$922 +$922 +20 New
PWA
1164
Principia Wealth Advisory
Texas
$886 +$89 +2 +11%
AWM
1165
Abound Wealth Management
Tennessee
$714 -$7.14K -150 -91%
OCM
1166
Osterweis Capital Management
California
$691 +$691 +15 New
PWM
1167
Parkworth Wealth Management
California
$507 – – –
EWM
1168
Evermay Wealth Management
Virginia
$478 – – –
NWM
1169
Nova Wealth Management
Florida
$461 – – –
HHGA
1170
Halbert Hargrove Global Advisors
California
$461 +$461 +10 New
AA
1171
Ancora Advisors
Ohio
$323 -$9.88K -214 -97%
DFA
1172
DHJJ Financial Advisors
Illinois
$185 – – –
CIAM
1173
Caitong International Asset Management
Hong Kong
$184 -$4.19K -91 -96%
GA
1174
GoalVest Advisory
New York
$184 +$184 +4 New
MAM
1175
Meeder Asset Management
Ohio
$46 -$24.2K -525 -100%
45 46
47
48 49