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EXL Service

458 hedge funds and large institutions have $4.65B invested in EXL Service in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 200 increasing their positions, 135 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $780K

48% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 135

2% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 84

0.92% more ownership

Funds ownership: 96.73%97.65% (+0.92%)

2% less funds holding

Funds holding: 465458 (-7)

29% less capital invested

Capital invested by funds: $6.51B → $4.65B (-$1.86B)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
458
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
86
Increased
200
Reduced
135
Closed
84
Calls
$2.74M
Puts
$780K
Net Calls
+$1.96M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$3.96K -$690 -20 -13%
CFO
402
CVA Family Office
Colorado
$3.87K +$4.38K +127 New
EWP
403
Elevation Wealth Partners
California
$3.84K +$4.35K +126 New
SS
404
Sunbelt Securities
Texas
$3.75K -$74.3K -2,155 -95%
JSAM
405
J. Safra Asset Management
New York
$3.32K +$2.42K +70 +179%
BF
406
BOK Financial
Oklahoma
$3.26K +$3.69K +107 New
BBHC
407
Brown Brothers Harriman & Co
New York
$3.17K -$1.07K -31 -23%
DB
408
Danske Bank
Denmark
$3.04K -$41.4K -1,200 -92%
SIM
409
Synergy Investment Management
Florida
$3.04K +$3.45K +100 New
KG
410
Kilter Group
New York
$3.02K +$1.97K +57 +136%
MAFA
411
MJT & Associates Financial Advisory
Minnesota
$2.8K +$69 +2 +2%
RWS
412
Retirement Wealth Solutions
Wisconsin
$2.77K +$1.1K +32 +54%
JWA
413
JFS Wealth Advisors
Pennsylvania
$2.74K -$1.14K -33 -27%
SWM
414
SHP Wealth Management
Massachusetts
$2.5K +$2.55K +74 +925%
PWA
415
Physician Wealth Advisors
Utah
$2.44K +$2.76K +80 New
S
416
Sachetta
Massachusetts
$2.38K +$2.69K +78 New
HNW
417
High Note Wealth
Minnesota
$2.35K +$1.1K +32 +71%
SS
418
SBI Securities
Japan
$2.22K -$4.83K -140 -66%
MCM
419
MV Capital Management
Maryland
$1.89K +$2.04K +59 +1,967%
WOSD
420
WFA of San Diego
California
$1.89K +$2.14K +62 New
CT
421
Colonial Trust
South Carolina
$1.88K
FPF
422
First Pacific Financial
Washington
$1.77K +$2K +58 New
CA
423
Clearstead Advisors
Ohio
$1.37K -$19.7K -572 -93%
OCWP
424
Owl Creek Wealth Partners
Colorado
$1.37K +$1.55K +45 New
SWP
425
Strategic Wealth Partners
Ohio
$1.37K