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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
KG
426
Kilter Group
New York
$1.78K +$1.72K +42 New
WA
427
WPG Advisers
Maryland
$1.78K -$5.23K -128 -75%
QC
428
Quent Capital
New York
$1.78K -$4.42K -108 -72%
JSAM
429
J. Safra Asset Management
New York
$1.66K
CMA
430
Cedar Mountain Advisors
Oregon
$1.53K
CA
431
Crewe Advisors
Utah
$1.49K +$1.43K +35 New
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$1.49K -$4.21K -103 -75%
AA
433
Ancora Advisors
Ohio
$1.44K +$1.39K +34 New
BWA
434
Basecamp Wealth Advisors
Washington
$1.44K +$1.39K +34 New
FFO
435
Fortitude Family Office
Arizona
$1.32K -$531 -13 -30%
PMAM
436
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
FNWA
437
Financial Network Wealth Advisors
Utah
$1.27K
CH
438
Cromwell Holdings
Wyoming
$1.19K +$1.15K +28 New
CFB
439
Cullen/Frost Bankers
Texas
$1.15K
GWM
440
Greenline Wealth Management
Florida
$1.08K +$1.06K +26 New
HFM
441
Harvest Fund Management
China
$1K -$192K -4,691 -100%
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$977 -$41 -1 -4%
NA
443
NewEdge Advisors
Louisiana
$934
FHA
444
Flagship Harbor Advisors
Massachusetts
$849 +$818 +20 New
CFM
445
Cornerstone Financial Management
Massachusetts
$806 +$777 +19 New
EW
446
Elyxium Wealth
California
$721 +$695 +17 New
PWA
447
Principia Wealth Advisory
Texas
$637 +$531 +13 +650%
SWM
448
Spire Wealth Management
Virginia
$590 -$1.88K -46 -77%
OC
449
Optima Capital
Oregon
$552 +$531 +13 New
RWM
450
Rialto Wealth Management
New York
$510 +$123 +3 +33%