We are live on ! Find out more
EXLS icon

EXL Service

465 hedge funds and large institutions have $6.76B invested in EXL Service in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 164 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.41M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 70

1% more funds holding

Funds holding: 460465 (+5)

8% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 164

0.07% less ownership

Funds ownership: 95.16%95.09% (-0.07%)

0% less capital invested

Capital invested by funds: $6.78B → $6.76B (-$20.6M)

Holders
465
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
79
Increased
177
Reduced
164
Closed
70
Calls
$4.44M
Puts
$3.41M
Net Calls
+$1.02M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Azzad Asset Management
Virginia
$1.08M +$40.4K +934 +4%
OTL
227
Oak Thistle LLC
New York
$1.07M +$1.06M +24,365 New
NAS
228
Nicolet Advisory Services
Wisconsin
$1.07M +$81.4K +1,880 +8%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$1.07M +$121K +2,786 +13%
CCIA
230
Campbell & Co Investment Adviser
Maryland
$1.06M +$1.04M +24,132 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$1.05M +$1.04M +23,936 New
TPI
232
Trust Point Inc
Wisconsin
$1.03M +$92.9K +2,146 +10%
HEIP
233
Hudson Edge Investment Partners
New Jersey
$1.03M +$242K +5,581 +31%
VPIM
234
Vanguard Personalized Indexing Management
California
$1.01M -$4.11K -95 -0.4%
MML Investors Services
235
MML Investors Services
Massachusetts
$998K +$370K +8,534 +60%
VRS
236
Virginia Retirement Systems
Virginia
$986K +$970K +22,400 New
BFC
237
Bedel Financial Consulting
Indiana
$967K
AIM
238
Aigen Investment Management
New York
$944K -$293K -6,763 -24%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$943K +$604K +13,940 +186%
Cerity Partners
240
Cerity Partners
New York
$941K +$925K +21,367 New
Pictet Asset Management
241
Pictet Asset Management
Switzerland
$941K -$116K -2,677 -11%
LAM
242
LECAP Asset Management
United Kingdom
$940K +$924K +21,339 New
IA
243
Inspire Advisors
Idaho
$910K -$58.7K -1,356 -6%
DWM
244
Diversify Wealth Management
Utah
$894K +$204K +4,712 +26%
MMA
245
Miracle Mile Advisors
California
$877K +$8.96K +207 +1%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$852K +$8.88K +205 +1%
LTAS
247
Linden Thomas Advisory Services
North Carolina
$825K +$34.2K +789 +4%
AWAU
248
Alliance Wealth Advisors (Utah)
Utah
$818K +$477K +11,018 +146%
YMRC
249
Yorktown Management & Research Company
Virginia
$797K
FFP
250
FourThought Financial Partners
Florida
$790K +$45K +1,039 +6%