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EXL Service

465 hedge funds and large institutions have $6.51B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84,675% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $4K

19% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 58

1.63% more ownership

Funds ownership: 95.09%96.73% (+1.6%)

0% more funds holding

Funds holding: 465465 (0)

4% less capital invested

Capital invested by funds: $6.76B → $6.51B (-$245M)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 189

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
465
Holders Change
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
69
Increased
165
Reduced
189
Closed
58
Calls
$3.39M
Puts
$4K
Net Calls
+$3.39M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
276
Gallacher Capital Management
Colorado
$425K -$216K -5,281 -35%
TIM
277
Tevis Investment Management
Texas
$419K
MFG
278
Merit Financial Group
Georgia
$417K +$98.7K +2,414 +33%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$408K +$106K +2,585 +37%
DZ Bank
280
DZ Bank
Germany
$406K
DAS
281
Diversify Advisory Services
Utah
$404K +$44.3K +1,083 +13%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$401K -$66K -1,615 -15%
PCP
283
Perbak Capital Partners
United Kingdom
$388K -$686K -16,774 -65%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$380K +$24.3K +595 +7%
CIC
285
Carnegie Investment Counsel
Ohio
$371K
VT
286
Vise Technologies
New York
$370K +$356K +8,708 New
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$363K -$51.3K -1,256 -13%
GRP
288
Global Retirement Partners
California
$356K +$292K +7,150 +578%
URS
289
Utah Retirement Systems
Utah
$355K
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$349K -$1.17M -28,666 -78%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$345K +$79.8K +1,953 +32%
RWM
292
Ritholtz Wealth Management
New York
$335K -$3.35K -82 -1%
HCM
293
HMS Capital Management
Tennessee
$333K -$2.17K -53 -0.7%
KWM
294
Keebeck Wealth Management
Illinois
$332K -$236K -5,771 -42%
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$326K
Jones Financial Companies
296
Jones Financial Companies
Missouri
$321K +$101K +2,479 +49%
BFM
297
Boothbay Fund Management
New York
$317K -$239K -5,852 -44%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$315K +$16.3K +399 +6%
LAM
299
Lifestyle Asset Management
Texas
$312K -$42.6K -1,041 -12%
HIP
300
HUB Investment Partners
Texas
$306K +$295K +7,208 New