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 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
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$15.2K
EFMH
602
E Fund Management (HK)
Hong Kong
$14.9K +$14.9K +347 New
FHC
603
First Horizon Corporation
Tennessee
$14.5K
MG
604
Mather Group
Illinois
$14.5K +$14.5K +337 New
SS
605
SBI Securities
Japan
$14.4K +$817 +19 +6%
1CP
606
1015 Capital Partners
Pennsylvania
$14.3K -$430 -10 -3%
AGWCA
607
Annis Gardner Whiting Capital Advisors
Florida
$14.1K -$5.25K -122 -27%
CTC
608
Central Trust Company
Missouri
$12.9K -$86 -2 -0.7%
PWMG
609
Private Wealth Management Group
New Jersey
$12.3K
JWA
610
JFS Wealth Advisors
Pennsylvania
$12K +$258 +6 +2%
TPWA
611
Twin Peaks Wealth Advisors
California
$11.8K +$11.8K +275 New
CFO
612
CVA Family Office
Colorado
$11.6K +$10.6K +247 +1,074%
AW
613
Avion Wealth
Texas
$11K -$473 -11 -4%
SIC
614
Salem Investment Counselors
North Carolina
$10.7K +$10.7K +250 New
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$10.1K
HWP
616
Highline Wealth Partners
California
$9.01K +$9.03K +210 New
IWS
617
Intentional Wealth Strategies
Colorado
$8.88K +$8.9K +207 New
MAM
618
Meeder Asset Management
Ohio
$8.62K +$5.37K +125 +164%
TC
619
Trust Company
Kansas
$8.58K +$8.6K +200 New
BIA
620
Bell Investment Advisors
California
$8.19K
PTC
621
Private Trust Company
Ohio
$7.85K
CCM
622
Chilton Capital Management
Texas
$7.85K +$7.87K +183 New
WA
623
Whipplewood Advisors
Colorado
$7.16K +$7.18K +167 New
CT
624
Colonial Trust
South Carolina
$7.09K
BBHC
625
Brown Brothers Harriman & Co
New York
$7.03K