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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
LFG
451
Larson Financial Group
Missouri
$467
HIA
452
HFM Investment Advisors
New Jersey
$382
SWM
453
SHP Wealth Management
Massachusetts
$340
QWM
454
Quaker Wealth Management
New Jersey
$213
RS
455
Rakuten Securities
Japan
$212
DF
456
Dunhill Financial
United Kingdom
$150
MCM
457
MV Capital Management
Maryland
$128
TWC
458
TD Waterhouse Canada
Ontario, Canada
$127
RF
459
Rossby Financial
Florida
$127
CPG
460
Cornerstone Planning Group
New Jersey
$119
HFS
461
Hughes Financial Services
Virginia
$85
CWP
462
Concord Wealth Partners
Virginia
$42
Toronto Dominion Bank
463
Toronto Dominion Bank
Ontario, Canada
$30
Macquarie Group
464
Macquarie Group
Australia
AG
465
Atairos Group
Pennsylvania
Massachusetts Financial Services
466
Massachusetts Financial Services
Massachusetts
Arrowstreet Capital
467
Arrowstreet Capital
Massachusetts
JAM
468
Jupiter Asset Management
United Kingdom
OAM
469
Oberweis Asset Management
Illinois
SPS
470
Susquehanna Portfolio Strategies
Pennsylvania
Balyasny Asset Management
471
Balyasny Asset Management
Illinois
NA
472
Navellier & Associates
Nevada
AI
473
Axiom Investors
Connecticut
AACP
474
Advantage Alpha Capital Partners
California
EAM
475
Eventide Asset Management
Massachusetts