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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
MTWM
1251
Masso Torrence Wealth Management
New Jersey
-$207K -4,487 Closed
HH
1252
Hilltop Holdings
Texas
-$207K -4,482 Closed
GWANC
1253
Guardian Wealth Advisors (North Carolina)
North Carolina
-$206K -4,474 Closed
BTWM
1254
Brass Tax Wealth Management
Ohio
-$206K -4,472 Closed
FWA
1255
FORM Wealth Advisors
Wisconsin
-$205K -4,449 Closed
VWM
1256
Verus Wealth Management
Wisconsin
-$204K -4,425 Closed
SCP
1257
Sivia Capital Partners
California
-$204K -4,424 Closed
LSPW
1258
Lake Street Private Wealth
Illinois
-$203K -4,414 Closed
PD
1259
Planning Directions
Pennsylvania
-$203K -4,410 Closed
UAML
1260
US Asset Management LLC
Pennsylvania
-$202K -4,393 Closed
WTFG
1261
Wells Trecaso Financial Group
Ohio
-$201K -4,360 Closed
HCP
1262
Hexagon Capital Partners
Arkansas
-$195K -4,229 Closed
FFM
1263
Fullerton Fund Management
Singapore
-$150K -3,250 Closed
SWP
1264
SIMA Wealth Partners
Virginia
-$126K -2,732 Closed
MAM
1265
Morse Asset Management
Connecticut
-$101K -2,201 Closed
WT
1266
Washington Trust
Rhode Island
-$76K -1,650 Closed
MFS
1267
Mattson Financial Services
Michigan
-$59K -1,280 Closed
CA
1268
Continuum Advisory
Idaho
-$57.1K -1,239 Closed
SFGP
1269
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$49.4K -1,071 Closed
PBK
1270
Peoples Bank (Kansas)
Kansas
-$46.1K -1,000 Closed
WA
1271
WPG Advisers
Maryland
-$19.9K -432 Closed
GWS
1272
Greykasell Wealth Strategies
California
-$19.5K -424 Closed
WF
1273
Wayfinding Financial
Washington
-$18K -396 Closed
SCB
1274
Saudi Central Bank
Saudi Arabia
-$18.2K -395 Closed
PA
1275
PSI Advisors
Florida
-$12.1K -262 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.