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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
LWANC
1276
Laurel Wealth Advisors (North Carolina)
North Carolina
-$11.5K -250 Closed
CWC
1277
Carolinas Wealth Consulting
North Carolina
-$11.3K -245 Closed
CTC
1278
Cetera Trust Company
Minnesota
-$10.4K -226 Closed
HFS
1279
Hopwood Financial Services
Virginia
-$9.22K -200 Closed
BDPWM
1280
Barnes Dennig Private Wealth Management
Ohio
-$7.83K -170 Closed
RWM
1281
Ruedi Wealth Management
Illinois
-$5.85K -127 Closed
QL
1282
Quarry LP
New York
-$4.01K -87 Closed
NSG
1283
Nalls Sherbakoff Group
Tennessee
-$3.24K -70 Closed
GWMI
1284
Guardian Wealth Management (Illinois)
Illinois
-$2.56K -55 Closed
UIC
1285
Uniplan Investment Counsel
Wisconsin
-$1.62K -35 Closed
WW
1286
Winnow Wealth
Texas
-$1.42K -31 Closed
MAS
1287
MPWM Advisory Solutions
Georgia
-$1.34K -29 Closed
GP
1288
Greenline Partners
New York
-$1.24K -27 Closed
CA
1289
Crewe Advisors
Utah
-$1.01K -22 Closed
HWA
1290
HHM Wealth Advisors
Tennessee
-$922 -20 Closed
RJA
1291
Ross\Johnson & Associates
Minnesota
-$922 -20 Closed
OCM
1292
Osterweis Capital Management
California
-$691 -15 Closed
CAM
1293
Chesapeake Asset Management
New York
-$460 -10 Closed
HHGA
1294
Halbert Hargrove Global Advisors
California
-$461 -10 Closed
CIAM
1295
Caitong International Asset Management
Hong Kong
-$184 -4 Closed
JSAM
1296
J. Safra Asset Management
New York
-$39 -1 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.