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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
PAS
326
Park Avenue Securities
New York
$213K +$5.21K +151 +2%
NAAA
327
New Age Alpha Advisors
New York
$212K -$7.11K -206 -3%
MP
328
Mangrove Partners
Connecticut
$208K +$236K +6,837 New
HFS
329
Hantz Financial Services
Michigan
$206K +$187K +5,420 +401%
IFWM
330
Institute for Wealth Management
Colorado
$203K +$15.2K +440 +7%
LCWP
331
Legacy Capital Wealth Partners
Arkansas
$202K +$55.7K +1,614 +32%
RWM
332
Ritholtz Wealth Management
New York
$200K -$45.2K -1,310 -17%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$200K +$38.1K +1,106 +20%
CPBTD
334
Central Pacific Bank - Trust Division
Hawaii
$191K +$62.4K +1,810 +41%
HEIP
335
Hudson Edge Investment Partners
New Jersey
$180K -$607K -17,596 -75%
ETC
336
Exchange Traded Concepts
Oklahoma
$174K -$17.3K -501 -8%
BC
337
Bayforest Capital
United Kingdom
$161K +$26.5K +767 +17%
IA
338
IFP Advisors
Florida
$158K +$75K +2,174 +72%
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
$157K +$379 +11 +0.2%
KBC Group
340
KBC Group
Belgium
$135K
S
341
SignatureFD
Georgia
$130K +$133K +3,868 +953%
VCM
342
Versant Capital Management
Arizona
$126K +$115K +3,347 +426%
TPCW
343
TD Private Client Wealth
New York
$124K -$138 -4 -0.1%
SO
344
STRS Ohio
Ohio
$112K -$172 -5 -0.1%
BTI
345
Blue Trust Inc
Georgia
$98.7K -$30.4K -881 -21%
AAP
346
Arax Advisory Partners
Colorado
$97.5K +$97.3K +2,820 +736%
UB
347
UMB Bank
Missouri
$95.7K +$17.1K +495 +19%
PA
348
Parallel Advisors
California
$93.9K +$58.7K +1,702 +123%
AIM
349
Arcadia Investment Management
Michigan
$84.2K
FFA
350
Farther Finance Advisors
California
$81.6K -$12.8K -370 -12%