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EXL Service

415 hedge funds and large institutions have $7.23B invested in EXL Service in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 137 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 26

109% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.09M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more capital invested

Capital invested by funds: $5.82B → $7.23B (+$1.41B)

15% more funds holding

Funds holding: 362415 (+53)

1.47% more ownership

Funds ownership: 94.48%95.95% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 137

Holders
415
Holders Change
+53
Holders Change %
+14.64%
% of All Funds
5.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
86
Increased
141
Reduced
137
Closed
26
Calls
$2.29M
Puts
$1.09M
Net Calls
+$1.19M
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$321K +$6.7K +155 +2%
AC
277
Aristides Capital
Kentucky
$316K +$39.9K +923 +15%
RWM
278
Ritholtz Wealth Management
New York
$314K
DT
279
Diversified Trust
Tennessee
$314K +$43 +1 +0%
MIA
280
MeadowBrook Investment Advisors
Michigan
$296K -$90.6K -2,095 -24%
HFO
281
Heritage Family Offices
Arizona
$296K +$18.2K +421 +7%
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$293K +$286K +6,611 New
KBC Group
283
KBC Group
Belgium
$292K +$65.4K +1,512 +30%
DWM
284
Dakota Wealth Management
Florida
$288K +$13.4K +311 +5%
PHK
285
Point72 Hong Kong
Hong Kong
$283K +$237K +5,475 +604%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$274K -$130 -3 -0%
Commonwealth Equity Services
287
Commonwealth Equity Services
Massachusetts
$274K -$55.8K -1,291 -17%
BWG
288
Berry Wealth Group
Texas
$272K -$120K -2,765 -31%
SCM
289
Shelton Capital Management
Colorado
$267K -$15.6K -361 -6%
SAM
290
Smartleaf Asset Management
Massachusetts
$266K -$58.9K -1,361 -18%
FTWA
291
Fifth Third Wealth Advisors
Ohio
$263K
CPBTD
292
Central Pacific Bank - Trust Division
Hawaii
$262K -$38.5K -890 -13%
Osaic Holdings
293
Osaic Holdings
Arizona
$259K +$48K +1,111 +24%
EI
294
Ethic Inc
New York
$256K +$249K +5,768 New
LCWP
295
Legacy Capital Wealth Partners
Arkansas
$246K +$7.87K +182 +3%
AWM
296
Axxcess Wealth Management
California
$244K +$237K +5,491 New
JSW
297
Journey Strategic Wealth
New Jersey
$241K -$562 -13 -0.2%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$234K +$228K +5,269 New
CAM
299
Cresset Asset Management
Illinois
$234K -$43.9K -1,016 -16%
KWM
300
Keebeck Wealth Management
Illinois
$229K +$223K +5,167 New

EXLS Hedge Fund Activity: Q4 2024 in Review

415 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q4 2024, worth a combined $7.23B — up 24% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EXLS positions and 26 closed out — a net gain of 60 holders — while 141 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Mackenzie Financial, cutting an estimated $133M.

  • 415 institutional investors held EXL Service (EXLS) as of Q4 2024, up from 362 in Q3 2024.
  • Funds reported $7.23B of EXL Service stock for Q4 2024, up 24% quarter-over-quarter.
  • 86 funds opened new EXL Service positions in Q4 2024 and 26 closed out, a net change of +60 holders.
  • The largest EXL Service buyer in Q4 2024 was Fidelity Investments, an estimated $115M added.
  • The largest EXL Service seller in Q4 2024 was Mackenzie Financial, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2024.