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EXL Service

457 hedge funds and large institutions have $4.65B invested in EXL Service in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 198 increasing their positions, 135 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.74M
Puts
$780K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
376
First Horizon Corporation
Tennessee
$16.3K
SIC
377
SJS Investment Consulting
Ohio
$16K
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$15.7K
EP
379
Essential Partners
California
$12.5K
CMA
380
Cedar Mountain Advisors
Oregon
$12.4K
QC
381
Quent Capital
New York
$11.4K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$11.1K
SWA
383
SOA Wealth Advisors
New York
$10.7K
RFP
384
Root Financial Partners
California
$10.3K
CPG
385
Cornerstone Planning Group
New Jersey
$8.53K
JWM
386
JPL Wealth Management
Colorado
$7.92K
AWA
387
Acumen Wealth Advisors
Tennessee
$7.67K
SC
388
Swan Capital
Florida
$7.25K
KFAS
389
Keating Financial Advisory Services
Kansas
$6.76K
LFG
390
Larson Financial Group
Missouri
$6.73K
WWM
391
Western Wealth Management
Colorado
$6.39K
PWMG
392
Private Wealth Management Group
New Jersey
$6.33K
AssetMark Inc
393
AssetMark Inc
California
$5.18K
MEG
394
Millstone Evans Group
Colorado
$4.84K
SAM
395
Smartleaf Asset Management
Massachusetts
$4.77K
BWL
396
Bogart Wealth LLC
Virginia
$4.54K
HWP
397
Highline Wealth Partners
California
$4.26K
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$4.2K
AWM
399
Activest Wealth Management
Florida
$4.14K
BIA
400
Bell Investment Advisors
California
$3.96K