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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
SCM
376
Sterling Capital Management
North Carolina
$46.9K
SEP
377
Signature Equity Partners
Ohio
$41.2K
WT
378
Whittier Trust
California
$40.3K
WTC
379
WhitTier Trust Company
Nevada
$38K
VCM
380
Versant Capital Management
Arizona
$33.4K
VSQM
381
V-Square Quantitative Management
Illinois
$32.8K
PTC
382
Private Trust Company
Ohio
$30.4K
TWD
383
True Wealth Design
Ohio
$30K
TFA
384
Transamerica Financial Advisors
Florida
$28.8K
SA
385
Strategic Advocates
Utah
$28K
CA
386
Clearstead Advisors
Ohio
$26.2K
CTC
387
Central Trust Company
Missouri
$25.9K
RFP
388
Root Financial Partners
California
$25.5K
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$23.8K
OCM
390
Osterweis Capital Management
California
$23.3K
ECSS
391
Eurizon Capital SGR SpA
$21.8K
MPW
392
MASECO Private Wealth
$19.4K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$18.8K
SIC
394
SJS Investment Consulting
Ohio
$18.4K
S
395
SignatureFD
Georgia
$17.2K
ESC
396
Eurizon SLJ Capital
$16.6K
AAP
397
Arax Advisory Partners
Colorado
$16.3K
SWA
398
SOA Wealth Advisors
New York
$14.9K
AWA
399
Acumen Wealth Advisors
Tennessee
$13.1K
SAM
400
Smartleaf Asset Management
Massachusetts
$12.7K