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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
TD Asset Management
726
TD Asset Management
Ontario, Canada
-$316K -7,200 Closed
OAM
727
Occidental Asset Management
California
-$305K -6,951 Closed
AIM
728
Advyzon Investment Management
Illinois
-$297K -6,769 Closed
KRW
729
Kaufman Rossin Wealth
Florida
-$279K -6,360 Closed
OIA
730
OneDigital Investment Advisors
Kansas
-$276K -6,298 Closed
QT
731
Quantbot Technologies
New York
-$263K -5,990 Closed
SPC
732
Sigma Planning Corp
Michigan
-$260K -5,932 Closed
AT
733
American Trust
Kentucky
-$245K -5,600 Closed
WMA
734
West Michigan Advisors
Michigan
-$236K -5,386 Closed
WCP
735
Wick Capital Partners
Pennsylvania
-$235K -5,351 Closed
QFW
736
QTR Family Wealth
Florida
-$223K -5,193 Closed
WIA
737
World Investment Advisors
California
-$227K -5,168 Closed
PAG
738
Poinciana Advisors Group
Florida
-$226K -5,154 Closed
LFA
739
Legacy Financial Advisors
Kentucky
-$223K -5,077 Closed
BRWA
740
B. Riley Wealth Advisors
Florida
-$217K -4,941 Closed
CFO
741
Callan Family Office
Pennsylvania
-$215K -4,897 Closed
GWP
742
Gen-Wealth Partners
Michigan
-$212K -4,831 Closed
SFS
743
Sowell Financial Services
Arkansas
-$208K -4,752 Closed
FFA
744
Fi3 Financial Advisors
Indiana
-$208K -4,742 Closed
HAG
745
HighPoint Advisor Group
Illinois
-$200K -4,569 Closed
Walleye Trading
746
Walleye Trading
New York
-$185K -4,301 Closed
DJSG
747
D.J. St. Germain
Massachusetts
-$181K -4,124 Closed
LWANC
748
Laurel Wealth Advisors (North Carolina)
North Carolina
-$131K -3,000 Closed
CF
749
Centaurus Financial
California
-$102K -2,333 Closed
EPG
750
Estate Planners Group
Pennsylvania
-$79.2K -1,808 Closed