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1,277 hedge funds and large institutions have $45.1B invested in Exelon in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 516 increasing their positions, 396 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $188M | Put options by funds: $77.1M

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

30% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 396

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $40.2B → $45.1B (+$4.91B)

2% more funds holding

Funds holding: 1,2481,277 (+29)

1.27% less ownership

Funds ownership: 91.28%90.02% (-1.3%)

Holders
1,277
Holders Change
+29
Holders Change %
+2.32%
% of All Funds
15.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
516
Reduced
396
Closed
98
Calls
$188M
Puts
$77.1M
Net Calls
+$111M
Net Calls Change
+$59M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1201
Kerr Financial Planning
California
$6.47K +$1.02M +21,852 +16,068%
SC
1202
SouthState Corp
Florida
$6.42K -$2.14K -46 -26%
AWM
1203
Abound Wealth Management
Tennessee
$6.28K
ACA
1204
American Capital Advisory
Idaho
$6.18K -$140 -3 -2%
LWMI
1205
Legacy Wealth Management (Idaho)
Idaho
$5.88K +$5.58K +120 New
IPS
1206
Investors Portfolio Services
Washington
$5.49K -$791 -17 -13%
BHWM
1207
Bay Harbor Wealth Management
Maryland
$5.49K +$1.49K +32 +40%
NRWA
1208
North Ridge Wealth Advisors
Oregon
$5.45K +$5.16K +111 New
EWP
1209
Elevation Wealth Partners
California
$5.39K +$233 +5 +5%
TIM
1210
Thompson Investment Management
Wisconsin
$5.29K
WA
1211
Whipplewood Advisors
Colorado
$5.29K +$5.02K +108 New
JSAM
1212
J. Safra Asset Management
New York
$5.15K
RWM
1213
Rialto Wealth Management
New York
$5K +$1.72K +37 +57%
RIAS
1214
Rachor Investment Advisory Services
Michigan
$4.94K +$4.7K +101 New
CW
1215
Curio Wealth
Maryland
$4.9K +$326 +7 +8%
IAS
1216
IMA Advisory Services
Colorado
$4.66K +$465 +10 +12%
BSB
1217
Bangor Savings Bank
Maine
$4.41K -$465 -10 -10%
HFS
1218
Hughes Financial Services
Virginia
$4.41K -$326 -7 -7%
PMIM
1219
Prudent Man Investment Management
Colorado
$4.36K
PAG
1220
Paladin Advisory Group
Iowa
$4.26K
RWS
1221
Retirement Wealth Solutions
Wisconsin
$4.17K +$744 +16 +23%
CTA
1222
Colonial Trust Advisors
South Carolina
$4.07K +$2K +43 +108%
CMP
1223
Coston McIsaac & Partners
Maine
$4K
PCM
1224
Penserra Capital Management
California
$4K +$140 +3 +4%
UFPG
1225
United Financial Planning Group
New York
$3.92K +$3.72K +80 New