Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXELON CORP (EXC)

1K + Investors. Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — EXC

Based on 1177 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,177 hedge funds hold EXC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+162 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

664 buying470 selling
Last quarter: 664 funds bought or added vs 470 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new EXC position: 185 → 117 → 116 → 172. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new
808 out of 1,177 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~172 new funds/quarter

132 → 185 → 117 → 116 → 172 new funds/Q
New funds entering each quarter: 185 → 117 → 116 → 172. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 1,209 current holders: 848 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
49 of 1177 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EXC

How many hedge funds hold EXC — quarterly history vs. share price
Quarterly hedge fund ownership of EXC vs. share price

Market Analysis: EXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 2 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: EXC
2026 Q1 Stats Unlock in 11 days 1K + Investors

Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1209 1155 4.68%
13F Shares 887M 837M 6.0%
Total Value $38.58B $37.44B 3.04%
New Positions 173 116 +57
Increased Positions 526 520 +6
Closed Positions 113 104 +9
Reduced Positions 416 412 +4
Total Calls 23 26 -11.54%
Total Puts 15 22 -31.82%
PUT/CALL Ratio 0.65 0.85 Bullish

Statistics: EXC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXC. Verified SEC 13F-HR filings.

Top 25 institutional holders of EXC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.70% 4,366 $214K
2 ANTIPODES PARTNERS Ltd 3.55% 3,763,381 $184.5M
3 RWC Asset Management LLP 3.35% 1,637,852 $80.3M
4 MILLER HOWARD INVESTMENTS INC /NY 2.26% 1,685,069 $82.6M
5 Board of the Pension Protection Fund 1.63% 36,100 $1.8M
6 Ethos Capital Management, Inc. 1.56% 37,214 $1.8M
7 Foresight Group Ltd Liability Partnership 1.42% 163,495 $8.0M
8 Trium Capital LLP 1.31% 37,837 $1.9M
9 Providence Wealth Advisors, LLC 1.25% 40,428 $2.0M
10 STONERIDGE INVESTMENT PARTNERS LLC 1.24% 34,874 $2K
11 J. Safra Sarasin Holding AG 1.16% 1,393,792 $68.3M
12 Trinity Legacy Partners, LLC 1.16% 110,144 $5.4M
13 HEARTLAND ADVISORS INC 1.09% 437,424 $21.4M
14 Maryland State Retirement & Pension System 0.97% 973,654 $47.7M
15 DAVIDSON INVESTMENT ADVISORS 0.89% 391,168 $18.0M
16 Aurora Investment Counsel 0.70% 25,615 $1.3M
17 Arbejdsmarkedets Tillaegspension 0.65% 535,771 $26.3M
18 Qsemble Capital Management, LP 0.61% 161,725 $7.9M
19 Significant Wealth Partners LLC 0.60% 9,968 $489K
20 Point Windward Advisors Inc. 0.60% 24,411 $1.2M
21 Argyle Capital Management, LLC 0.60% 37,392 $1.8M
22 LEGACY SOLUTIONS, LLC 0.56% 12,274 $602K
23 MIDDLETON & CO INC/MA 0.55% 98,431 $4.8M
24 AVISO WEALTH MANAGEMENT 0.54% 24,656 $1.2M
25 Candriam S.C.A. 0.51% 2,001,357 $98.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EXELON CORP (EXC)

What does the Smart Money Trend signal show for EXC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXC?

Slight buying edge — 59% buying: Last quarter: 664 funds bought or added vs 470 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXC holders?

Elite ownership — 61% AUM from top-100 funds: 49 of 1177 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXC?

69% of holders stayed for 2+ years: 808 out of 1,177 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.