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
FFO
626
Fortitude Family Office
Arizona
$7.03K +$4.51K +105 +178%
KFI
627
Key Financial Inc
Pennsylvania
$6.43K
PSFG
628
Park Square Financial Group
Georgia
$6K +$6.02K +140 New
LWMI
629
Legacy Wealth Management (Idaho)
Idaho
$5.79K -$2.71K -63 -32%
CBT
630
Crews Bank & Trust
Florida
$5.58K +$5.59K +130 New
CFS
631
CGC Financial Services
Oregon
$5.49K
PJC
632
Phillip James Consulting
Minnesota
$5K
SS
633
Sunbelt Securities
Texas
$4.85K -$1.72K -40 -26%
AS
634
Altshuler Shaham
Israel
$4.38K +$387 +9 +10%
HIMS
635
Hager Investment Management Services
New Hampshire
$4.33K
DB
636
Danske Bank
Denmark
$4.29K -$60.2K -1,400 -93%
JFA
637
JNBA Financial Advisors
Minnesota
$4.29K
MWM
638
Mascoma Wealth Management
New Hampshire
$4.29K
CT
639
Clearstead Trust
Maine
$4.03K
FIM
640
FWL Investment Management
Texas
$3.95K +$3.96K +92 New
GSWM
641
Golden State Wealth Management
California
$3.86K
GEA
642
Glen Eagle Advisors
New Jersey
$3.82K
PAI
643
Pittenger & Anderson Inc
Nebraska
$3.43K -$3.44K -80 -50%
VWA
644
Valued Wealth Advisors
Utah
$3.43K +$3.27K +76 +1,900%
S
645
Sachetta
Massachusetts
$3.17K -$1.5K -35 -32%
FPF
646
First Pacific Financial
Washington
$2.79K +$731 +17 +35%
HFS
647
Hughes Financial Services
Virginia
$2.62K +$43 +1 +2%
DPW
648
DiNuzzo Private Wealth
Pennsylvania
$2.23K
ZBNA
649
Zions Bancorporation, National Association
Utah
$2.15K +$2.15K +50 New
NWM
650
Navigoe Wealth Management
California
$2K