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EXL Service

463 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, 165 increasing their positions, 189 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 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: 165 | Existing positions reduced: 189

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
463
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
WA
426
WPG Advisers
Maryland
$1.78K
QC
427
Quent Capital
New York
$1.78K
JSAM
428
J. Safra Asset Management
New York
$1.66K
CMA
429
Cedar Mountain Advisors
Oregon
$1.53K
CA
430
Crewe Advisors
Utah
$1.49K
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$1.49K
AA
432
Ancora Advisors
Ohio
$1.44K
FFO
433
Fortitude Family Office
Arizona
$1.32K
PMAM
434
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
FNWA
435
Financial Network Wealth Advisors
Utah
$1.27K
CH
436
Cromwell Holdings
Wyoming
$1.19K
CFB
437
Cullen/Frost Bankers
Texas
$1.15K
GWM
438
Greenline Wealth Management
Florida
$1.08K
HFM
439
Harvest Fund Management
China
$1K
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$977
NA
441
NewEdge Advisors
Louisiana
$934
FHA
442
Flagship Harbor Advisors
Massachusetts
$849
CFM
443
Cornerstone Financial Management
Massachusetts
$806
EW
444
Elyxium Wealth
California
$721
PWA
445
Principia Wealth Advisory
Texas
$637
SWM
446
Spire Wealth Management
Virginia
$590
OC
447
Optima Capital
Oregon
$552
RWM
448
Rialto Wealth Management
New York
$510
BHWM
449
Bay Harbor Wealth Management
Maryland
$509
UFF
450
USA Financial Formulas
Michigan
$509