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EXL Service

458 hedge funds and large institutions have $4.65B invested in EXL Service in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 200 increasing their positions, 135 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $780K

48% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 135

2% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 84

0.92% more ownership

Funds ownership: 96.73%97.65% (+0.92%)

2% less funds holding

Funds holding: 465458 (-7)

29% less capital invested

Capital invested by funds: $6.51B → $4.65B (-$1.86B)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
458
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
86
Increased
200
Reduced
135
Closed
84
Calls
$2.74M
Puts
$780K
Net Calls
+$1.96M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
301
Brevan Howard Capital Management
Jersey
$262K -$189K -5,470 -39%
WA
302
Waverly Advisors
Alabama
$262K +$297K +8,599 New
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$261K +$103 +3 +0%
HIP
304
HUB Investment Partners
Texas
$258K +$43.1K +1,249 +17%
EI
305
Ethic Inc
New York
$257K +$66.9K +1,939 +30%
URS
306
Utah Retirement Systems
Utah
$255K
BIG
307
Brooklyn Investment Group
New York
$251K +$284K +8,242 New
DWP
308
Daymark Wealth Partners
Ohio
$246K +$279K +8,092 New
SW
309
SkyOak Wealth
Michigan
$245K +$278K +8,051 New
DnB Asset Management
310
DnB Asset Management
Norway
$245K +$277K +8,043 New
TRCT
311
Tower Research Capital (TRC)
New York
$244K -$141K -4,084 -34%
Blackstone Inc
312
Blackstone Inc
New York
$240K +$272K +7,888 New
MC
313
McMorgan & Co
California
$237K -$121K -3,505 -31%
EWA
314
EverSource Wealth Advisors
Alabama
$236K +$29.1K +844 +12%
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$234K
SA
316
Sanctuary Advisors
Indiana
$233K +$40.6K +1,177 +18%
RP
317
Riverwater Partners
Wisconsin
$231K +$74.9K +2,171 +40%
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$228K -$25.5K -739 -9%
DT
319
Diversified Trust
Tennessee
$227K +$12.8K +371 +5%
AF
320
Allworth Financial
California
$225K +$214K +6,201 +520%
PWG
321
Portside Wealth Group
Utah
$224K +$16.4K +476 +7%
BAAM
322
Baker Avenue Asset Management
California
$224K +$253K +7,347 New
SFA
323
Sequoia Financial Advisors
Ohio
$217K -$416K -12,051 -63%
SAM
324
Sagewood Asset Management
New York
$216K +$245K +7,101 New
VI
325
Vestcor Inc
New Brunswick, Canada
$216K -$266K -7,698 -52%