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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 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 76

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
8.55%
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
76
Calls
$40.8M
Puts
$45M
Net Calls
-$4.21M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RGF
526
Retirement Guys Formula
Ohio
$223K +$7.78K +181 +4%
AWM
527
Ariadne Wealth Management
California
$222K -$49.1K -1,142 -18%
RC
528
Rangeley Capital
Connecticut
$214K
BBL
529
Beck Bode LLC
Massachusetts
$214K -$17.3K -402 -7%
NWM
530
Northwest Wealth Management
Iowa
$214K -$34.1K -793 -14%
SCM
531
Sterling Capital Management
North Carolina
$211K -$97.8K -2,274 -32%
RG
532
Rathbones Group
United Kingdom
$208K
SCA
533
Snowden Capital Advisors
New York
$207K +$10.6K +246 +5%
CCA
534
Childress Capital Advisors
Texas
$206K +$206K +4,800 New
FFA
535
Founders Financial Alliance
North Carolina
$203K
WANY
536
Wealthspire Advisors (New York)
New York
$201K -$65.6K -1,525 -25%
LFG
537
Larson Financial Group
Missouri
$190K +$9.24K +215 +5%
GCM
538
Gunpowder Capital Management
Maryland
$188K
Rockefeller Capital Management
539
Rockefeller Capital Management
New York
$166K +$70K +1,629 +73%
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K
PIM
541
Plato Investment Management
Australia
$153K -$252K -5,852 -62%
UB
542
UMB Bank
Missouri
$149K +$3.96K +92 +3%
TFA
543
Transamerica Financial Advisors
Florida
$141K +$93.2K +2,168 +192%
SC
544
Steph & Co
Wisconsin
$137K -$2.06K -48 -1%
BC
545
Bayforest Capital
United Kingdom
$135K -$38.9K -904 -22%
SEP
546
Signature Equity Partners
Ohio
$134K +$47.6K +1,108 +55%
CA
547
CoreCap Advisors
Michigan
$132K +$133K +3,082 +102,733%
TWD
548
True Wealth Design
Ohio
$130K -$4.17K -97 -3%
N
549
Natixis
France
$106K -$731K -17,003 -87%
RFP
550
Root Financial Partners
California
$100K +$66.6K +1,550 +198%