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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
NSG
1151
Nalls Sherbakoff Group
Tennessee
$3.24K +$2.93K +70 New
GWMI
1152
Guardian Wealth Management (Illinois)
Illinois
$2.56K
WCM
1153
WealthTrak Capital Management
Virginia
$2.54K +$1.25K +30 +120%
BA
1154
Bellwether Advisors
Nebraska
$2.3K
CWP
1155
Clark Wealth Partners
Illinois
$2.3K +$1.76K +42 +525%
IWP
1156
IAG Wealth Partners
Wisconsin
$2.26K
CAC
1157
Core Alternative Capital
Georgia
$2.17K
AP
1158
Atwood & Palmer
Missouri
$2.12K -$8.36K -200 -81%
SIC
1159
SJS Investment Consulting
Ohio
$2.12K +$627 +15 +48%
GFPC
1160
Global Financial Private Client
Florida
$2.12K +$1.38K +33 +254%
HFS
1161
Horizon Financial Services
North Carolina
$1.98K +$1.8K +43 New
AP
1162
Aspect Partners
Virginia
$1.84K
M
1163
MOTCO
Texas
$1.8K
DWM
1164
Dogwood Wealth Management
Kansas
$1.75K +$1.59K +38 New
UIC
1165
Uniplan Investment Counsel
Wisconsin
$1.62K +$1.46K +35 New
T
1166
Transce3nd
Texas
$1.48K
WW
1167
Winnow Wealth
Texas
$1.42K +$460 +11 +55%
ACM
1168
Anfield Capital Management
California
$1.34K
MAS
1169
MPWM Advisory Solutions
Georgia
$1.34K
TFM
1170
TFC Financial Management
Massachusetts
$1.3K -$5.43K -130 -82%
GP
1171
Greenline Partners
New York
$1.24K +$1.13K +27 New
RWM
1172
Rialto Wealth Management
New York
$1.15K +$1.04K +25 New
CAWM
1173
Capital A Wealth Management
Pennsylvania
$1.01K -$1.3K -31 -58%
CWM
1174
Cedar Wealth Management
California
$1.01K
CA
1175
Crewe Advisors
Utah
$1.01K +$920 +22 New

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.