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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
BHWM
451
Bay Harbor Wealth Management
Maryland
$509 +$164 +4 +50%
UFF
452
USA Financial Formulas
Michigan
$509 +$491 +12 New
LFG
453
Larson Financial Group
Missouri
$467
HIA
454
HFM Investment Advisors
New Jersey
$382 +$41 +1 +13%
SWM
455
SHP Wealth Management
Massachusetts
$340 +$327 +8 New
QWM
456
Quaker Wealth Management
New Jersey
$213 +$204 +5 New
RS
457
Rakuten Securities
Japan
$212
DF
458
Dunhill Financial
United Kingdom
$150 +$164 +4 New
MCM
459
MV Capital Management
Maryland
$128
TWC
460
TD Waterhouse Canada
Ontario, Canada
$127 +$82 +2 +200%
RF
461
Rossby Financial
Florida
$127 +$123 +3 New
CPG
462
Cornerstone Planning Group
New Jersey
$119 +$123 +3 New
HFS
463
Hughes Financial Services
Virginia
$85 +$82 +2 New
CWP
464
Concord Wealth Partners
Virginia
$42
Toronto Dominion Bank
465
Toronto Dominion Bank
Ontario, Canada
$30 +$41 +1 New
Macquarie Group
466
Macquarie Group
Australia
-$109M -2,475,803 Closed
AG
467
Atairos Group
Pennsylvania
-$68.3M -1,551,970 Closed
Massachusetts Financial Services
468
Massachusetts Financial Services
Massachusetts
-$27.5M -625,081 Closed
Arrowstreet Capital
469
Arrowstreet Capital
Massachusetts
-$9.31M -211,412 Closed
JAM
470
Jupiter Asset Management
United Kingdom
-$9.04M -205,347 Closed
OAM
471
Oberweis Asset Management
Illinois
-$8.56M -194,400 Closed
SPS
472
Susquehanna Portfolio Strategies
Pennsylvania
-$7.86M -178,606 Closed
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
-$6.85M -155,612 Closed
NA
474
Navellier & Associates
Nevada
-$4.78M -108,649 Closed
AI
475
Axiom Investors
Connecticut
-$3.57M -81,150 Closed