We are live on ! Find out more

1,176 hedge funds and large institutions have $36.8B invested in Exelon in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 500 increasing their positions, 352 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $340M | Put options by funds: $138M

42% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 352

1.35% more ownership

Funds ownership: 82.73%84.08% (+1.3%)

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 120

4% less capital invested

Capital invested by funds: $38.5B → $36.8B (-$1.64B)

2% less funds holding

Funds holding: 1,1941,176 (-18)

77% less funds holding in top 10

Funds holding in top 10: 133 (-10)

Holders
1,176
Holders Change
-18
Holders Change %
-1.51%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-76.92%
% of All Funds
0.04%
New
116
Increased
500
Reduced
352
Closed
120
Calls
$340M
Puts
$138M
Net Calls
+$202M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CAU
1226
Caxton Associates (UK)
-$286K -6,199 Closed
RIA
1227
Regal Investment Advisors
Michigan
-$279K -6,058 Closed
CCB
1228
Cutter & Co Brokerage
Missouri
-$275K -5,965 Closed
WG
1229
Wealth Group
North Carolina
-$275K -5,962 Closed
MC
1230
Machina Capital
France
-$253K -5,486 Closed
KI
1231
Kapitalo Investimentos
Brazil
-$248K -5,386 Closed
NW
1232
NewEdge Wealth
Pennsylvania
-$241K -5,226 Closed
PA
1233
Procyon Advisors
Connecticut
-$230K -4,987 Closed
SIAG
1234
Safeguard Investment Advisory Group
California
-$230K -4,978 Closed
RP
1235
Rice Partnership
Hawaii
-$227K -4,933 Closed
PCA
1236
Prosperity Capital Advisors
Ohio
-$225K -4,891 Closed
TIA
1237
Trust Investment Advisors
Indiana
-$224K -4,856 Closed
VWM
1238
Venturi Wealth Management
Texas
-$215K -4,671 Closed
AC
1239
Avestar Capital
New York
-$213K -4,625 Closed
VCM
1240
Vision Capital Management
Oregon
-$212K -4,607 Closed
EFG
1241
Ethos Financial Group
Pennsylvania
-$212K -4,601 Closed
MPM
1242
Meritage Portfolio Management
Kansas
-$212K -4,600 Closed
SFG
1243
SNS Financial Group
Minnesota
-$212K -4,590 Closed
ZIG
1244
Zuckerman Investment Group
Illinois
-$210K -4,567 Closed
AW
1245
Apricus Wealth
South Carolina
-$210K -4,552 Closed
TWM
1246
Thrive Wealth Management
Pennsylvania
-$209K -4,541 Closed
HT
1247
Heritage Trust
Oklahoma
-$209K -4,530 Closed
CPSAC
1248
Chas P. Smith & Associates (CPS)
Florida
-$208K -4,520 Closed
EBWM
1249
Eagle Bluffs Wealth Management
Missouri
-$208K -4,514 Closed
CA
1250
Cullinan Associates
Kentucky
-$207K -4,500 Closed

EXC Hedge Fund Activity: Q2 2025 in Review

1,176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q2 2025, worth a combined $36.8B — down 4.3% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of EXC and 116 opened new positions — a net loss of 4 holders — while 352 trimmed existing stakes and 500 added.

The largest buyer was GQG Partners, adding an estimated $1.12B. The largest seller was T. Rowe Price Associates, cutting an estimated $519M.

  • 1,176 institutional investors held Exelon (EXC) as of Q2 2025, down from 1,194 in Q1 2025.
  • Funds reported $36.8B of Exelon stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 116 funds opened new Exelon positions in Q2 2025 and 120 closed out, a net change of -4 holders.
  • The largest Exelon buyer in Q2 2025 was GQG Partners, an estimated $1.12B added.
  • The largest Exelon seller in Q2 2025 was T. Rowe Price Associates, an estimated $519M sold.

Based on aggregated 13F filings for Q2 2025.