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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
CA
426
Crewe Advisors
Utah
$1.49K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$1.49K
AA
428
Ancora Advisors
Ohio
$1.44K
FFO
429
Fortitude Family Office
Arizona
$1.32K
PMAM
430
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
FNWA
431
Financial Network Wealth Advisors
Utah
$1.27K
CH
432
Cromwell Holdings
Wyoming
$1.19K
CFB
433
Cullen/Frost Bankers
Texas
$1.15K
GWM
434
Greenline Wealth Management
Florida
$1.08K
HFM
435
Harvest Fund Management
China
$1K
DPW
436
DiNuzzo Private Wealth
Pennsylvania
$977
NA
437
NewEdge Advisors
Louisiana
$934
FHA
438
Flagship Harbor Advisors
Massachusetts
$849
CFM
439
Cornerstone Financial Management
Massachusetts
$806
EW
440
Elyxium Wealth
California
$721
PWA
441
Principia Wealth Advisory
Texas
$637
SWM
442
Spire Wealth Management
Virginia
$590
OC
443
Optima Capital
Oregon
$552
RWM
444
Rialto Wealth Management
New York
$510
BHWM
445
Bay Harbor Wealth Management
Maryland
$509
UFF
446
USA Financial Formulas
Michigan
$509
LFG
447
Larson Financial Group
Missouri
$467
HIA
448
HFM Investment Advisors
New Jersey
$382
QWM
449
Quaker Wealth Management
New Jersey
$213
RS
450
Rakuten Securities
Japan
$212