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EXL Service

465 hedge funds and large institutions have $6.51B invested in EXL Service in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84,675% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $4K

19% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 58

1.63% more ownership

Funds ownership: 95.09%96.73% (+1.6%)

0% more funds holding

Funds holding: 465465 (0)

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
465
Holders Change
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
69
Increased
165
Reduced
189
Closed
58
Calls
$3.39M
Puts
$4K
Net Calls
+$3.39M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
SOA Wealth Advisors
New York
$14.9K
AWA
402
Acumen Wealth Advisors
Tennessee
$13.1K +$12.6K +309 New
SAM
403
Smartleaf Asset Management
Massachusetts
$12.7K -$141K -3,439 -92%
KFAS
404
Keating Financial Advisory Services
Kansas
$11K +$10.6K +260 New
AWM
405
Activest Wealth Management
Florida
$10.9K +$10.5K +256 New
PFBT
406
Parkside Financial Bank & Trust
Missouri
$10.4K +$1.96K +48 +24%
SS
407
SBI Securities
Japan
$9.04K +$7.73K +189 +788%
PWMG
408
Private Wealth Management Group
New Jersey
$8.45K
MCM
409
MAI Capital Management
Ohio
$7.6K +$6.54K +160 +842%
MEG
410
Millstone Evans Group
Colorado
$6.75K
Simplex Trading
411
Simplex Trading
Illinois
$6.58K -$132K -3,228 -95%
BIA
412
Bell Investment Advisors
California
$6.37K
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$5.86K
BBHC
414
Brown Brothers Harriman & Co
New York
$5.73K +$5.52K +135 New
JWA
415
JFS Wealth Advisors
Pennsylvania
$5.22K +$1.43K +35 +40%
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$4.29K +$4.13K +101 New
T. Rowe Price Investment Management
417
T. Rowe Price Investment Management
Maryland
$4K -$613 -15 -17%
MAFA
418
MJT & Associates Financial Advisory
Minnesota
$3.82K
SPIA
419
Steward Partners Investment Advisory
New York
$3.27K +$777 +19 +33%
CT
420
Colonial Trust
South Carolina
$2.62K
RWS
421
Retirement Wealth Solutions
Wisconsin
$2.5K +$327 +8 +16%
CAL
422
Capital Advisors Ltd
Ohio
$2K
SWP
423
Strategic Wealth Partners
Ohio
$1.91K +$613 +15 +50%
HNW
424
High Note Wealth
Minnesota
$1.91K +$1.84K +45 New
WB
425
Webster Bank
Connecticut
$1.87K