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Exelixis

619 hedge funds and large institutions have $10.4B invested in Exelixis in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 223 increasing their positions, 240 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more call options, than puts

Call options by funds: $81.6M | Put options by funds: $78.4M

0.4% less ownership

Funds ownership: 93.5%93.1% (-0.4%)

7% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 240

9% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 89

2% less funds holding

Funds holding: 633619 (-14)

8% less capital invested

Capital invested by funds: $11.2B → $10.4B (-$885M)

Holders
619
Holders Change
-14
Holders Change %
-2.21%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
81
Increased
223
Reduced
240
Closed
89
Calls
$81.6M
Puts
$78.4M
Net Calls
+$3.17M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
401
Benjamin Edwards Inc
Missouri
$381K +$139K +3,460 +60%
SWM
402
Spire Wealth Management
Virginia
$381K +$80.5K +2,004 +28%
OC
403
Oakworth Capital
Alabama
$379K
Jones Financial Companies
404
Jones Financial Companies
Missouri
$370K +$245K +6,089 +180%
SI
405
Stephens Inc
Arkansas
$369K -$1.17K -29 -0.3%
EI
406
Ethic Inc
New York
$365K -$18.5K -460 -5%
FTWA
407
Fifth Third Wealth Advisors
Ohio
$361K -$5.39K -134 -2%
CPIG
408
Chicago Partners Investment Group
Illinois
$359K +$67.1K +1,670 +23%
IC
409
Innealta Capital
Texas
$355K +$345K +8,589 New
AG
410
Ascent Group
Virginia
$353K +$343K +8,536 New
VA
411
VestGen Advisors
Illinois
$351K
AI
412
Atria Investments
North Carolina
$350K +$13.3K +331 +4%
EWM
413
Empirical Wealth Management
Washington
$350K +$341K +8,474 New
MFAM
414
Motley Fool Asset Management
Virginia
$342K -$12.9K -321 -4%
ECM
415
Everence Capital Management
Indiana
$337K
RCM
416
Requisite Capital Management
Texas
$335K +$326K +8,114 New
TGIA
417
Torrey Growth & Income Advisors
California
$335K +$326K +8,110 New
PL
418
Plancorp LLC
Missouri
$334K -$241 -6 -0.1%
OIA
419
OneDigital Investment Advisors
Kansas
$331K +$63.7K +1,584 +25%
WA
420
Waverly Advisors
Alabama
$331K +$322K +8,003 New
PCM
421
Polymer Capital Management
New York
$330K -$147K -3,661 -31%
EWA
422
EverSource Wealth Advisors
Alabama
$327K +$15.4K +384 +5%
CCM
423
Coldstream Capital Management
Washington
$324K +$2.77K +69 +0.9%
BWM
424
BAM Wealth Management
Colorado
$322K +$313K +7,799 New
FIA
425
Foundations Investment Advisors
Arizona
$322K +$313K +7,793 New