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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
PFBT
376
Parkside Financial Bank & Trust
Missouri
$16.7K +$10.5K +304 +124%
FHC
377
First Horizon Corporation
Tennessee
$16.3K -$35.3K -1,024 -66%
SIC
378
SJS Investment Consulting
Ohio
$16K +$3.21K +93 +21%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$1.48K -43 -8%
BWA
380
Basecamp Wealth Advisors
Washington
$14.5K +$15.2K +441 +1,297%
EP
381
Essential Partners
California
$12.5K -$14.8K -430 -51%
CMA
382
Cedar Mountain Advisors
Oregon
$12.4K +$12.8K +372 +1,033%
QC
383
Quent Capital
New York
$11.4K +$11.5K +333 +793%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$11.1K +$11.3K +329 +940%
SWA
385
SOA Wealth Advisors
New York
$10.7K
RFP
386
Root Financial Partners
California
$10.3K -$9.07K -263 -44%
CPG
387
Cornerstone Planning Group
New Jersey
$8.53K +$9.31K +270 +9,000%
JWM
388
JPL Wealth Management
Colorado
$7.92K +$8.97K +260 New
AWA
389
Acumen Wealth Advisors
Tennessee
$7.67K -$1.97K -57 -18%
SC
390
Swan Capital
Florida
$7.25K +$8.21K +238 New
KFAS
391
Keating Financial Advisory Services
Kansas
$6.76K -$1.31K -38 -15%
LFG
392
Larson Financial Group
Missouri
$6.73K +$7.24K +210 +1,909%
PWMG
393
Private Wealth Management Group
New Jersey
$6.33K +$310 +9 +5%
AssetMark Inc
394
AssetMark Inc
California
$5.18K -$70.3K -2,038 -92%
MEG
395
Millstone Evans Group
Colorado
$4.84K
SAM
396
Smartleaf Asset Management
Massachusetts
$4.77K -$4.86K -141 -47%
BWL
397
Bogart Wealth LLC
Virginia
$4.54K +$5.14K +149 New
HWP
398
Highline Wealth Partners
California
$4.26K +$4.83K +140 New
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$4.2K
AWM
400
Activest Wealth Management
Florida
$4.14K -$4.14K -120 -47%