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EXL Service

460 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, 163 increasing their positions, 188 reducing their positions, and 57 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: 163 | Existing positions reduced: 188

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
460
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
CMA
426
Cedar Mountain Advisors
Oregon
$1.53K
CA
427
Crewe Advisors
Utah
$1.49K
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$1.49K
AA
429
Ancora Advisors
Ohio
$1.44K
FFO
430
Fortitude Family Office
Arizona
$1.32K
PMAM
431
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
FNWA
432
Financial Network Wealth Advisors
Utah
$1.27K
CH
433
Cromwell Holdings
Wyoming
$1.19K
CFB
434
Cullen/Frost Bankers
Texas
$1.15K
GWM
435
Greenline Wealth Management
Florida
$1.08K
HFM
436
Harvest Fund Management
China
$1K
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$977
NA
438
NewEdge Advisors
Louisiana
$934
FHA
439
Flagship Harbor Advisors
Massachusetts
$849
CFM
440
Cornerstone Financial Management
Massachusetts
$806
EW
441
Elyxium Wealth
California
$721
PWA
442
Principia Wealth Advisory
Texas
$637
SWM
443
Spire Wealth Management
Virginia
$590
OC
444
Optima Capital
Oregon
$552
RWM
445
Rialto Wealth Management
New York
$510
BHWM
446
Bay Harbor Wealth Management
Maryland
$509
UFF
447
USA Financial Formulas
Michigan
$509
LFG
448
Larson Financial Group
Missouri
$467
HIA
449
HFM Investment Advisors
New Jersey
$382
SWM
450
SHP Wealth Management
Massachusetts
$340