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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
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$232K
P
327
&Partners
Tennessee
$231K
RP
328
Riverwater Partners
Wisconsin
$230K
ACM
329
Aster Capital Management
United Arab Emirates
$229K
MIA
330
MeadowBrook Investment Advisors
Michigan
$226K
SCM
331
Shelton Capital Management
Colorado
$222K
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$222K
ACM
333
Alta Capital Management
Utah
$221K
CAM
334
Claret Asset Management
Quebec, Canada
$221K
KF
335
Krilogy Financial
Missouri
$220K
GC
336
Guggenheim Capital
Illinois
$220K
OQS
337
Occudo Quantitative Strategies
Florida
$219K
MM
338
MQS Management
New York
$219K
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
$219K
LCWP
340
Legacy Capital Wealth Partners
Arkansas
$213K
VAG
341
VisionPoint Advisory Group
Texas
$212K
HFO
342
Heritage Family Offices
Arizona
$212K
FFM
343
Forum Financial Management
Illinois
$212K
AC
344
Aristides Capital
Kentucky
$209K
MCM
345
Manchester Capital Management
Vermont
$206K
C
346
Covestor
United Kingdom
$197K
BC
347
Bayforest Capital
United Kingdom
$192K
CPBTD
348
Central Pacific Bank - Trust Division
Hawaii
$189K
KBC Group
349
KBC Group
Belgium
$188K
BTI
350
Blue Trust Inc
Georgia
$175K