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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
BHWM
1176
Bay Harbor Wealth Management
Maryland
$1.01K +$920 +22 New
TFA
1177
Transamerica Financial Advisors
Florida
$1K
HWA
1178
HHM Wealth Advisors
Tennessee
$922
RJA
1179
Ross\Johnson & Associates
Minnesota
$922 +$836 +20 New
PWA
1180
Principia Wealth Advisory
Texas
$886 +$84 +2 +11%
AWM
1181
Abound Wealth Management
Tennessee
$714 -$6.27K -150 -91%
OCM
1182
Osterweis Capital Management
California
$691 +$627 +15 New
PWM
1183
Parkworth Wealth Management
California
$507
EWM
1184
Evermay Wealth Management
Virginia
$478
NWM
1185
Nova Wealth Management
Florida
$461
HHGA
1186
Halbert Hargrove Global Advisors
California
$461 +$418 +10 New
CAM
1187
Chesapeake Asset Management
New York
$460 +$418 +10 New
AA
1188
Ancora Advisors
Ohio
$323 -$8.95K -214 -97%
DFA
1189
DHJJ Financial Advisors
Illinois
$185
CIAM
1190
Caitong International Asset Management
Hong Kong
$184 -$3.8K -91 -96%
GA
1191
GoalVest Advisory
New York
$184 +$167 +4 New
MAM
1192
Meeder Asset Management
Ohio
$46 -$21.9K -525 -100%
JSAM
1193
J. Safra Asset Management
New York
$39 -$66.9K -1,601 -100%
WOC
1194
West Oak Capital
California
$7
Balyasny Asset Management
1195
Balyasny Asset Management
Illinois
-$162M -3,878,612 Closed
ECM
1196
ExodusPoint Capital Management
New York
-$57M -1,514,606 Closed
Holocene Advisors
1197
Holocene Advisors
New York
-$40.9M -1,087,359 Closed
Jacobs Levy Equity Management
1198
Jacobs Levy Equity Management
New Jersey
-$34.9M -925,893 Closed
ClearBridge Investments
1199
ClearBridge Investments
New York
-$34.5M -917,303 Closed
Voloridge Investment Management
1200
Voloridge Investment Management
Florida
-$17.5M -464,461 Closed

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.