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Exelon
EXC

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: 1,176 → 1,199 (+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: 3 → 3 (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

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$244M
2
AP
Antipodes Partners
Australia
+$156M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80M
5
Squarepoint
Squarepoint
New York
+$65.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$161M
2
Citadel Advisors
Citadel Advisors
Florida
-$113M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$87.7M
4
UBS AM
UBS AM
Illinois
-$73.6M
5
BlackRock
BlackRock
New York
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1151
Centennial Bank
Arkansas
$3.02K – – –
PCM
1152
Penserra Capital Management
California
$3K – – –
CCM
1153
Cloud Capital Management
Washington
$3K +$3.78K +86 New
DWA
1154
Delos Wealth Advisors
Texas
$2.97K +$2.9K +66 New
FMP
1155
Financial Management Professionals
Texas
$2.88K – – –
EWP
1156
Elevation Wealth Partners
California
$2.88K +$2.81K +64 New
RWS
1157
Retirement Wealth Solutions
Wisconsin
$2.75K +$2.68K +61 New
RWM
1158
Rialto Wealth Management
New York
$2.66K +$615 +14 +31%
TWM
1159
Tripletail Wealth Management
Florida
$2.64K +$2.5K +57 New
GA
1160
Guerra Advisors
Florida
$2.52K +$2.46K +56 New
FGAM
1161
Financial Gravity Asset Management
Texas
$2.48K +$2.42K +55 New
MAM
1162
Marquette Asset Management
Minnesota
$2.48K +$2.42K +55 New
WWA
1163
Wealth Watch Advisors
Colorado
$2.48K +$2.42K +55 New
BHWM
1164
Bay Harbor Wealth Management
Maryland
$2.34K +$483 +11 +27%
IWP
1165
IAG Wealth Partners
Wisconsin
$2.21K – – –
HHGA
1166
Halbert Hargrove Global Advisors
California
$2.12K +$2.06K +47 New
CAC
1167
Core Alternative Capital
Georgia
$2.12K – – –
AP
1168
Atwood & Palmer
Missouri
$2.07K – – –
WA
1169
WestEnd Advisors
North Carolina
$2.07K +$2.02K +46 New
AP
1170
Aspect Partners
Virginia
$1.8K – – –
CTA
1171
Colonial Trust Advisors
South Carolina
$1.8K – – –
MSG
1172
Main Street Group
Virginia
$1.75K – – –
UCB
1173
United Community Bank
South Carolina
$1.71K -$6.46K -147 -79%
WW
1174
Winnow Wealth
Texas
$1.43K +$1.36K +31 New
PWA
1175
Principia Wealth Advisory
Texas
$1.35K – – –
45 46
47
48 49

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.