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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
SWGC
501
Summit Wealth Group (Colorado)
Colorado
-$227K -5,368 Closed
BWP
502
Balboa Wealth Partners
Arizona
-$226K -5,140 Closed
CAU
503
Caxton Associates (UK)
-$210K -4,776 Closed
BRWA
504
B. Riley Wealth Advisors
Florida
-$202K -4,594 Closed
ASN
505
Advisory Services Network
Georgia
-$102K -2,324 Closed
SIC
506
Salem Investment Counselors
North Carolina
-$88.1K -2,000 Closed
Walleye Trading
507
Walleye Trading
New York
-$85K -1,930 Closed
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$71.8K -1,630 Closed
PS
509
Principal Securities
Iowa
-$64.1K -1,455 Closed
MG
510
Mather Group
Illinois
-$25K -567 Closed
RA
511
Rise Advisors
New York
-$24.8K -563 Closed
WANY
512
Wealthspire Advisors (New York)
New York
-$20.3K -460 Closed
ATC
513
Adirondack Trust Company
New York
-$16.6K -377 Closed
CIAM
514
Caitong International Asset Management
Hong Kong
-$14K -319 Closed
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
-$11K -259 Closed
MSWA
516
Marshall & Sterling Wealth Advisors
New York
-$4.93K -112 Closed
JWM
517
JPL Wealth Management
Colorado
-$2.42K -55 Closed
AT
518
Arlington Trust
Alabama
-$1.54K -35 Closed
TPBG
519
Turning Point Benefit Group
Maryland
-$1.27K -29 Closed
CCM
520
Cloud Capital Management
Washington
-$1K -26 Closed
PWA
521
Physician Wealth Advisors
Utah
-$705 -16 Closed
Twin Tree Management
522
Twin Tree Management
Texas
-$484 -11 Closed
TIM
523
Tortoise Investment Management
New York
-$44 -1 Closed