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EXL Service

460 hedge funds and large institutions have $6.51B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 188 reducing their positions, and 57 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 funds holding

Funds holding:

4% less capital invested

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

13% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 188

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
460
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
CFO
301
Callan Family Office
Pennsylvania
$303K
BA
302
Bridgewater Associates
Connecticut
$302K
SCP
303
Sivia Capital Partners
California
$300K
DT
304
Diversified Trust
Tennessee
$300K
EWA
305
EverSource Wealth Advisors
Alabama
$293K
PWG
306
Portside Wealth Group
Utah
$292K
PAS
307
Park Avenue Securities
New York
$290K
AI
308
Atria Investments
North Carolina
$287K
NG
309
Norden Group
Utah
$287K
EI
310
Ethic Inc
New York
$276K
SA
311
Sanctuary Advisors
Indiana
$274K
ProShare Advisors
312
ProShare Advisors
Maryland
$270K
IFU
313
iSAM Funds (UK)
United Kingdom
$268K
M&T Bank
314
M&T Bank
New York
$267K
IFWM
315
Institute for Wealth Management
Colorado
$265K
ETC
316
Exchange Traded Concepts
Oklahoma
$263K
TSS
317
Two Sigma Securities
New York
$259K
JSW
318
Journey Strategic Wealth
New Jersey
$254K
FTWA
319
Fifth Third Wealth Advisors
Ohio
$253K
PCA
320
Pallas Capital Advisors
Massachusetts
$252K
VRS
321
Virginia Retirement Systems
Virginia
$246K
SI
322
Shaker Investments
Ohio
$239K
GCM
323
Graham Capital Management
Connecticut
$238K
NDSIB
324
North Dakota State Investment Board
North Dakota
$236K
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
$235K