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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
AWM
401
Activest Wealth Management
Florida
$10.9K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$10.4K
SS
403
SBI Securities
Japan
$9.04K
PWMG
404
Private Wealth Management Group
New Jersey
$8.45K
MCM
405
MAI Capital Management
Ohio
$7.6K
MEG
406
Millstone Evans Group
Colorado
$6.75K
Simplex Trading
407
Simplex Trading
Illinois
$6.58K
BIA
408
Bell Investment Advisors
California
$6.37K
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$5.86K
BBHC
410
Brown Brothers Harriman & Co
New York
$5.73K
JWA
411
JFS Wealth Advisors
Pennsylvania
$5.22K
AGWCA
412
Annis Gardner Whiting Capital Advisors
Florida
$4.29K
T. Rowe Price Investment Management
413
T. Rowe Price Investment Management
Maryland
$4K
MAFA
414
MJT & Associates Financial Advisory
Minnesota
$3.82K
SPIA
415
Steward Partners Investment Advisory
New York
$3.27K
CT
416
Colonial Trust
South Carolina
$2.62K
RWS
417
Retirement Wealth Solutions
Wisconsin
$2.5K
CAL
418
Capital Advisors Ltd
Ohio
$2K
HNW
419
High Note Wealth
Minnesota
$1.91K
WB
420
Webster Bank
Connecticut
$1.87K
KG
421
Kilter Group
New York
$1.78K
WA
422
WPG Advisers
Maryland
$1.78K
QC
423
Quent Capital
New York
$1.78K
JSAM
424
J. Safra Asset Management
New York
$1.66K
CMA
425
Cedar Mountain Advisors
Oregon
$1.53K