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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
WB
426
Webster Bank
Connecticut
$1.34K
SC
427
SouthState Corp
Florida
$1.1K +$1.24K +36 New
AA
428
Ancora Advisors
Ohio
$1.03K
RWM
429
Rialto Wealth Management
New York
$1K +$724 +21 +175%
AF
430
Advisornet Financial
Minnesota
$1K +$1.14K +33 New
CAL
431
Capital Advisors Ltd
Ohio
$1K -$345 -10 -24%
HFM
432
Harvest Fund Management
China
$1K
PMAM
433
Picton Mahoney Asset Management
Ontario, Canada
$944
FNWA
434
Financial Network Wealth Advisors
Utah
$914
CFB
435
Cullen/Frost Bankers
Texas
$822
QWM
436
Quaker Wealth Management
New Jersey
$731 +$655 +19 +380%
WA
437
WPG Advisers
Maryland
$670 -$690 -20 -48%
NA
438
NewEdge Advisors
Louisiana
$670
CIAM
439
Caitong International Asset Management
Hong Kong
$670 +$759 +22 New
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$640 -$69 -2 -9%
CFM
441
Cornerstone Financial Management
Massachusetts
$579
AA
442
Addison Advisors
Vermont
$518 +$586 +17 New
UFF
443
USA Financial Formulas
Michigan
$487 +$138 +4 +33%
LSA
444
Leonteq Securities AG
Switzerland
$426 -$47.2K -1,368 -99%
WPA
445
Wealth Preservation Advisors
Tennessee
$365 +$414 +12 New
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$335 -$3.1K -90 -89%
RF
447
Rossby Financial
Florida
$335 +$276 +8 +267%
ACA
448
American Capital Advisory
Idaho
$275 +$310 +9 New
BHWM
449
Bay Harbor Wealth Management
Maryland
$243 -$138 -4 -33%
RS
450
Rakuten Securities
Japan
$152