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EXL Service

463 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, 165 increasing their positions, 189 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 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: 165 | Existing positions reduced: 189

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
463
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
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$235K
ECM
327
Evergreen Capital Management
Washington
$233K
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$232K
P
329
&Partners
Tennessee
$231K
RP
330
Riverwater Partners
Wisconsin
$230K
ACM
331
Aster Capital Management
United Arab Emirates
$229K
MIA
332
MeadowBrook Investment Advisors
Michigan
$226K
SCM
333
Shelton Capital Management
Colorado
$222K
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$222K
ACM
335
Alta Capital Management
Utah
$221K
CAM
336
Claret Asset Management
Quebec, Canada
$221K
KF
337
Krilogy Financial
Missouri
$220K
GC
338
Guggenheim Capital
Illinois
$220K
OQS
339
Occudo Quantitative Strategies
Florida
$219K
MM
340
MQS Management
New York
$219K
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
$219K
LCWP
342
Legacy Capital Wealth Partners
Arkansas
$213K
VAG
343
VisionPoint Advisory Group
Texas
$212K
HFO
344
Heritage Family Offices
Arizona
$212K
FFM
345
Forum Financial Management
Illinois
$212K
AC
346
Aristides Capital
Kentucky
$209K
MCM
347
Manchester Capital Management
Vermont
$206K
C
348
Covestor
United Kingdom
$197K
BC
349
Bayforest Capital
United Kingdom
$192K
CPBTD
350
Central Pacific Bank - Trust Division
Hawaii
$189K