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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
KFAS
401
Keating Financial Advisory Services
Kansas
$11K
AWM
402
Activest Wealth Management
Florida
$10.9K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$10.4K
SS
404
SBI Securities
Japan
$9.04K
PWMG
405
Private Wealth Management Group
New Jersey
$8.45K
MCM
406
MAI Capital Management
Ohio
$7.6K
MEG
407
Millstone Evans Group
Colorado
$6.75K
Simplex Trading
408
Simplex Trading
Illinois
$6.58K
BIA
409
Bell Investment Advisors
California
$6.37K
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$5.86K
BBHC
411
Brown Brothers Harriman & Co
New York
$5.73K
JWA
412
JFS Wealth Advisors
Pennsylvania
$5.22K
AGWCA
413
Annis Gardner Whiting Capital Advisors
Florida
$4.29K
T. Rowe Price Investment Management
414
T. Rowe Price Investment Management
Maryland
$4K
MAFA
415
MJT & Associates Financial Advisory
Minnesota
$3.82K
SPIA
416
Steward Partners Investment Advisory
New York
$3.27K
CT
417
Colonial Trust
South Carolina
$2.62K
RWS
418
Retirement Wealth Solutions
Wisconsin
$2.5K
CAL
419
Capital Advisors Ltd
Ohio
$2K
HNW
420
High Note Wealth
Minnesota
$1.91K
WB
421
Webster Bank
Connecticut
$1.87K
KG
422
Kilter Group
New York
$1.78K
WA
423
WPG Advisers
Maryland
$1.78K
QC
424
Quent Capital
New York
$1.78K
JSAM
425
J. Safra Asset Management
New York
$1.66K