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EXL Service

463 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, 165 increasing their positions, 189 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 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: 165 | Existing positions reduced: 189

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
463
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
AWA
401
Acumen Wealth Advisors
Tennessee
$13.1K
SAM
402
Smartleaf Asset Management
Massachusetts
$12.7K
KFAS
403
Keating Financial Advisory Services
Kansas
$11K
AWM
404
Activest Wealth Management
Florida
$10.9K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$10.4K
SS
406
SBI Securities
Japan
$9.04K
PWMG
407
Private Wealth Management Group
New Jersey
$8.45K
MCM
408
MAI Capital Management
Ohio
$7.6K
MEG
409
Millstone Evans Group
Colorado
$6.75K
Simplex Trading
410
Simplex Trading
Illinois
$6.58K
BIA
411
Bell Investment Advisors
California
$6.37K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$5.86K
BBHC
413
Brown Brothers Harriman & Co
New York
$5.73K
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.22K
AGWCA
415
Annis Gardner Whiting Capital Advisors
Florida
$4.29K
T. Rowe Price Investment Management
416
T. Rowe Price Investment Management
Maryland
$4K
MAFA
417
MJT & Associates Financial Advisory
Minnesota
$3.82K
SPIA
418
Steward Partners Investment Advisory
New York
$3.27K
CT
419
Colonial Trust
South Carolina
$2.62K
RWS
420
Retirement Wealth Solutions
Wisconsin
$2.5K
CAL
421
Capital Advisors Ltd
Ohio
$2K
SWP
422
Strategic Wealth Partners
Ohio
$1.91K
HNW
423
High Note Wealth
Minnesota
$1.91K
WB
424
Webster Bank
Connecticut
$1.87K
KG
425
Kilter Group
New York
$1.78K