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EXL Service

458 hedge funds and large institutions have $6.5B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 187 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 463458 (-5)

13% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
458
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.39M
Puts
$4K
Net Calls
Net Calls Change

Top Buyers

1 +$221M
2 +$88.1M
3 +$29.9M
4
UBS Group
UBS Group
Switzerland
+$22.7M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22.6M

Top Sellers

1 -$109M
2 -$68.3M
3 -$47.7M
4
Amundi
Amundi
France
-$35.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
276
Merit Financial Group
Georgia
$417K
FPAS
277
Focus Partners Advisor Solutions
Missouri
$408K
DZ Bank
278
DZ Bank
Germany
$406K
DAS
279
Diversify Advisory Services
Utah
$404K
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$401K
PCP
281
Perbak Capital Partners
United Kingdom
$388K
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$380K
CIC
283
Carnegie Investment Counsel
Ohio
$371K
VT
284
Vise Technologies
New York
$370K
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$363K
GRP
286
Global Retirement Partners
California
$356K
URS
287
Utah Retirement Systems
Utah
$355K
Commonwealth Equity Services
288
Commonwealth Equity Services
Massachusetts
$349K
Focus Partners Wealth
289
Focus Partners Wealth
Massachusetts
$345K
RWM
290
Ritholtz Wealth Management
New York
$335K
HCM
291
HMS Capital Management
Tennessee
$333K
KWM
292
Keebeck Wealth Management
Illinois
$332K
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$326K
Jones Financial Companies
294
Jones Financial Companies
Missouri
$321K
BFM
295
Boothbay Fund Management
New York
$317K
Neuberger Berman Group
296
Neuberger Berman Group
New York
$315K
LAM
297
Lifestyle Asset Management
Texas
$312K
HIP
298
HUB Investment Partners
Texas
$306K
NAAA
299
New Age Alpha Advisors
New York
$305K
CFO
300
Callan Family Office
Pennsylvania
$303K