EXLS icon

EXL Service

456 hedge funds and large institutions have $4.65B invested in EXL Service in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 198 increasing their positions, 135 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.74M
Puts
$780K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
CVA Family Office
Colorado
$3.87K
EWP
402
Elevation Wealth Partners
California
$3.84K
SS
403
Sunbelt Securities
Texas
$3.75K
JSAM
404
J. Safra Asset Management
New York
$3.32K
BF
405
BOK Financial
Oklahoma
$3.26K
BBHC
406
Brown Brothers Harriman & Co
New York
$3.17K
DB
407
Danske Bank
Denmark
$3.04K
SIM
408
Synergy Investment Management
Florida
$3.04K
KG
409
Kilter Group
New York
$3.02K
MAFA
410
MJT & Associates Financial Advisory
Minnesota
$2.8K
RWS
411
Retirement Wealth Solutions
Wisconsin
$2.77K
JWA
412
JFS Wealth Advisors
Pennsylvania
$2.74K
SWM
413
SHP Wealth Management
Massachusetts
$2.5K
PWA
414
Physician Wealth Advisors
Utah
$2.44K
S
415
Sachetta
Massachusetts
$2.38K
HNW
416
High Note Wealth
Minnesota
$2.35K
SS
417
SBI Securities
Japan
$2.22K
MCM
418
MV Capital Management
Maryland
$1.89K
WOSD
419
WFA of San Diego
California
$1.89K
CT
420
Colonial Trust
South Carolina
$1.88K
FPF
421
First Pacific Financial
Washington
$1.77K
CA
422
Clearstead Advisors
Ohio
$1.37K
OCWP
423
Owl Creek Wealth Partners
Colorado
$1.37K
SWP
424
Strategic Wealth Partners
Ohio
$1.37K
WB
425
Webster Bank
Connecticut
$1.34K