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EXL Service

465 hedge funds and large institutions have $6.51B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84,675% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $4K

19% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 58

1.63% more ownership

Funds ownership: 95.09%96.73% (+1.6%)

0% more funds holding

Funds holding: 465465 (0)

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
465
Holders Change
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
69
Increased
165
Reduced
189
Closed
58
Calls
$3.39M
Puts
$4K
Net Calls
+$3.39M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$52.4K -$14.3K -349 -22%
AF
377
Allworth Financial
California
$50.6K -$36.3K -889 -43%
SCM
378
Sterling Capital Management
North Carolina
$46.9K +$35.4K +865 +360%
SEP
379
Signature Equity Partners
Ohio
$41.2K +$39.7K +971 New
WT
380
Whittier Trust
California
$40.3K -$531 -13 -1%
WTC
381
WhitTier Trust Company
Nevada
$38K -$450 -11 -1%
EP
382
Essential Partners
California
$35.7K -$30.8K -754 -47%
VCM
383
Versant Capital Management
Arizona
$33.4K +$22.9K +559 +246%
VSQM
384
V-Square Quantitative Management
Illinois
$32.8K +$31.6K +773 New
PTC
385
Private Trust Company
Ohio
$30.4K +$10.5K +258 +56%
TWD
386
True Wealth Design
Ohio
$30K +$10.5K +257 +57%
TFA
387
Transamerica Financial Advisors
Florida
$28.8K +$20.5K +502 +285%
SA
388
Strategic Advocates
Utah
$28K -$29.1K -711 -52%
CA
389
Clearstead Advisors
Ohio
$26.2K -$5.85K -143 -19%
CTC
390
Central Trust Company
Missouri
$25.9K -$859 -21 -3%
RFP
391
Root Financial Partners
California
$25.5K +$2.08K +51 +9%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$23.8K +$11.5K +282 +101%
OCM
393
Osterweis Capital Management
California
$23.3K
ECSS
394
Eurizon Capital SGR SpA
$21.8K +$20.9K +510 New
MPW
395
MASECO Private Wealth
$19.4K +$18.6K +456 New
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$18.8K +$18.1K +443 New
SIC
397
SJS Investment Consulting
Ohio
$18.4K +$17K +417 +2,453%
S
398
SignatureFD
Georgia
$17.2K +$4.62K +113 +39%
ESC
399
Eurizon SLJ Capital
$16.6K +$16K +391 New
AAP
400
Arax Advisory Partners
Colorado
$16.3K -$1.18M -28,962 -99%