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EXL Service

454 hedge funds and large institutions have $6.75B invested in EXL Service in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 165 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+7
Holders Change %
+1.57%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
75
Increased
163
Reduced
165
Closed
61
Calls
$7.38M
Puts
$262K
Net Calls
+$7.12M
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
251
SummitTX Capital
Texas
$793K +$793K +18,115 New
YMRC
252
Yorktown Management & Research Company
Virginia
$793K +$263K +6,000 +50%
LTAS
253
Linden Thomas Advisory Services
North Carolina
$786K -$288K -6,576 -27%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$782K -$10.2K -233 -1%
HEIP
255
Hudson Edge Investment Partners
New Jersey
$778K +$778K +17,760 New
PA
256
PharVision Advisers
Florida
$776K
DWM
257
Diversify Wealth Management
Utah
$771K +$771K +18,119 New
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$765K +$7.14K +163 +0.9%
FFP
259
FourThought Financial Partners
Florida
$740K +$38K +868 +5%
QCM
260
QRG Capital Management
Illinois
$714K +$26.2K +599 +4%
CGH
261
Crossmark Global Holdings
Texas
$712K -$4.07K -93 -0.6%
SSWM
262
Sheets Smith Wealth Management
North Carolina
$669K -$652K -14,885 -49%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$657K -$27.5K -608 -4%
FNA
264
First National Advisers
Nebraska
$654K +$38.6K +881 +6%
US Bancorp
265
US Bancorp
Minnesota
$628K -$50K -1,142 -7%
NICM
266
Neo Ivy Capital Management
New York
$626K +$626K +14,300 New
MML Investors Services
267
MML Investors Services
Massachusetts
$619K +$26.9K +614 +5%
PTC
268
Petrus Trust Company
Texas
$604K -$34.6K -791 -5%
LCM
269
Laurion Capital Management
New York
$593K +$593K +13,533 New
SL
270
Summitry LLC
California
$586K +$131K +2,986 +29%
IWC
271
Integrated Wealth Concepts
Massachusetts
$574K -$58.5K -1,336 -9%
FCM
272
Fieldview Capital Management
Michigan
$571K +$571K +13,033 New
HFM
273
Harvest Fund Management
China
$569K -$404K -9,237 -42%
BCI
274
Brinker Capital Investments
Pennsylvania
$564K -$1.11M -25,392 -66%
AC
275
AXQ Capital
New Jersey
$557K +$557K +12,717 New