We are live on ! Find out more
EXEL icon

Exelixis

694 hedge funds and large institutions have $11.1B invested in Exelixis in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 244 increasing their positions, 262 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 77

2.62% more ownership

Funds ownership: 97.14%99.76% (+2.6%)

2% more funds holding

Funds holding: 682694 (+12)

3% less capital invested

Capital invested by funds: $11.4B → $11.1B (-$291M)

7% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 262

9% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $45M

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
694
Holders Change
+12
Holders Change %
+1.76%
% of All Funds
8.54%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
103
Increased
244
Reduced
262
Closed
77
Calls
$40.8M
Puts
$45M
Net Calls
-$4.21M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Arkadios Wealth Advisors
Georgia
$476K +$477K +11,098 New
EWA
402
EverSource Wealth Advisors
Alabama
$472K -$60K -1,396 -11%
SWM
403
Spire Wealth Management
Virginia
$456K +$42.6K +990 +10%
PWP
404
Pursue Wealth Partners
California
$456K
OAM
405
OP Asset Management
$456K -$949K -22,081 -68%
AG
406
AIA Group
Hong Kong
$447K -$137K -3,190 -23%
WWM
407
Whalen Wealth Management
Nevada
$447K -$40.8K -950 -8%
WTB
408
Washington Trust Bank
Washington
$445K -$2.15K -50 -0.5%
UCFA
409
United Capital Financial Advisors
Texas
$441K +$192K +4,462 +77%
AF
410
Allworth Financial
California
$433K +$113K +2,633 +35%
PCP
411
Perbak Capital Partners
United Kingdom
$430K +$431K +10,027 New
AWP
412
Accretive Wealth Partners
New Jersey
$430K -$5.67K -132 -1%
First Eagle Investment Management
413
First Eagle Investment Management
New York
$429K -$111K -2,571 -20%
PWP
414
Prasad Wealth Partners
Ohio
$429K
AWM
415
Arista Wealth Management
Nevada
$429K +$430K +10,000 New
AWM
416
Angeles Wealth Management
California
$426K +$43 +1 +0%
WA
417
Waddell & Associates
Tennessee
$420K -$73.3K -1,704 -15%
EC
418
EntryPoint Capital
New York
$413K +$414K +9,634 New
VDC
419
Van Diest Capital
Iowa
$413K +$80.3K +1,868 +24%
GI
420
GAMMA Investing
California
$411K +$19K +443 +5%
SOW
421
State of Wyoming
Wyoming
$408K +$62.1K +1,444 +18%
EWM
422
Empirical Wealth Management
Washington
$405K +$2.02K +47 +0.5%
CIBC Asset Management
423
CIBC Asset Management
Ontario, Canada
$404K
MFAM
424
Motley Fool Asset Management
Virginia
$400K +$22.2K +516 +6%
HFS
425
Hantz Financial Services
Michigan
$398K +$96.4K +2,242 +32%