Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXELIXIS INC (EXEL)

649 + Investors. Track Smart Money conviction in EXEL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — EXEL

Based on 630 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EXEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
630 hedge funds hold EXEL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

346 buying294 selling
Last quarter: 346 funds bought or added vs 294 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new EXEL position: 102 → 113 → 79 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new
315 out of 630 hedge funds have held EXEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~120 new funds/quarter

110 → 102 → 113 → 79 → 120 new funds/Q
New funds entering each quarter: 102 → 113 → 79 → 120. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 11% 1-2yr ■ 33% new
Of 649 current holders: 364 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
43 of 630 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in EXEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EXEL

How many hedge funds hold EXEL — quarterly history vs. share price
Quarterly hedge fund ownership of EXEL vs. share price

Market Analysis: EXEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXEL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

67 top-rated funds 3 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: EXEL
2026 Q1 Stats Unlock in 20 days 649 + Investors

Track Smart Money conviction in EXEL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 649 600 8.17%
13F Shares 257M 250M 2.98%
Total Value $11.24B $10.25B 9.64%
New Positions 120 79 +41
Increased Positions 238 248 -10
Closed Positions 73 92 -19
Reduced Positions 264 246 +18
Total Calls 11 14 -21.43%
Total Puts 11 13 -15.38%
PUT/CALL Ratio 1.0 0.93 Neutral

Statistics: EXEL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

649 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXEL. Verified SEC 13F-HR filings.

Top 25 institutional holders of EXEL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Post Resch Tallon Group Inc. 1.99% 56,797 $2.5M
2 Stephens Investment Management Group LLC 1.48% 2,524,500 $108.3M
3 CAPITAL MANAGEMENT CORP /VA 1.21% 165,090 $7.1M
4 Davidson Capital Management Inc. 0.97% 124,798 $5.4M
5 NORDEN GROUP LLC 0.97% 234,208 $10.0M
6 Monument Capital Management 0.89% 82,857 $3.6M
7 Thrive Capital Management, LLC 0.83% 88,741 $3.8M
8 MILESTONE ASSET MANAGEMENT, LLC 0.70% 88,303 $3.8M
9 J.M. Arbour, LLC 0.66% 16,070 $689K
10 Lifestyle Asset Management, Inc. 0.64% 45,942 $2.0M
11 FCG Investment Co 0.64% 33,836 $1.5M
12 PRIVATE CLIENT SERVICES, LLC 0.61% 47,906 $2.1M
13 TEALWOOD ASSET MANAGEMENT INC 0.56% 28,716 $1K
14 Blue Capital, Inc. 0.46% 16,478 $707K
15 Sanchez Gaunt Capital Management, LLC 0.42% 15,655 $671K
16 PSP Research LLC 0.36% 11,948 $512K
17 TFB Advisors LLC 0.33% 14,769 $633K
18 Values First Advisors, Inc. 0.33% 14,754 $633K
19 TEMA ETFS LLC 0.28% 96,258 $4.1M
20 PURSUE WEALTH PARTNERS LLC 0.27% 10,622 $456K
21 Mezzasalma Advisors, LLC 0.26% 23,703 $1.0M
22 RHS Financial, LLC 0.26% 12,773 $548K
23 BAM Wealth Management, LLC 0.24% 7,593 $326K
24 Center For Asset Management LLC 0.24% 11,312 $485K
25 Whalen Wealth Management Inc. 0.24% 10,426 $447K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EXELIXIS INC (EXEL)

What does the Smart Money Trend signal show for EXEL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EXEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXEL?

Slight buying edge — 54% buying: Last quarter: 346 funds bought or added vs 294 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXEL holders?

Elite ownership — 42% AUM from top-100 funds: 43 of 630 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in EXEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXEL?

50% of holders stayed for 2+ years: 315 out of 630 hedge funds have held EXEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.