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EXL Service

458 hedge funds and large institutions have $6.5B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 187 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 capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 463458 (-5)

13% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
458
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
SEP
376
Signature Equity Partners
Ohio
$41.2K
WT
377
Whittier Trust
California
$40.3K
WTC
378
WhitTier Trust Company
Nevada
$38K
VCM
379
Versant Capital Management
Arizona
$33.4K
VSQM
380
V-Square Quantitative Management
Illinois
$32.8K
PTC
381
Private Trust Company
Ohio
$30.4K
TWD
382
True Wealth Design
Ohio
$30K
TFA
383
Transamerica Financial Advisors
Florida
$28.8K
SA
384
Strategic Advocates
Utah
$28K
CA
385
Clearstead Advisors
Ohio
$26.2K
CTC
386
Central Trust Company
Missouri
$25.9K
RFP
387
Root Financial Partners
California
$25.5K
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$23.8K
OCM
389
Osterweis Capital Management
California
$23.3K
ECSS
390
Eurizon Capital SGR SpA
$21.8K
MPW
391
MASECO Private Wealth
$19.4K
National Bank of Canada
392
National Bank of Canada
Quebec, Canada
$18.8K
SIC
393
SJS Investment Consulting
Ohio
$18.4K
S
394
SignatureFD
Georgia
$17.2K
ESC
395
Eurizon SLJ Capital
$16.6K
AAP
396
Arax Advisory Partners
Colorado
$16.3K
SWA
397
SOA Wealth Advisors
New York
$14.9K
AWA
398
Acumen Wealth Advisors
Tennessee
$13.1K
SAM
399
Smartleaf Asset Management
Massachusetts
$12.7K
KFAS
400
Keating Financial Advisory Services
Kansas
$11K