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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
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$368K +$362K +8,369 New
VI
302
Versor Investments
New York
$363K -$104K -2,405 -23%
SA
303
Sanctuary Advisors
Indiana
$353K +$71.9K +1,660 +26%
WG
304
Winton Group
United Kingdom
$352K +$346K +8,000 New
AWM
305
Axxcess Wealth Management
California
$352K +$84K +1,939 +32%
NAAA
306
New Age Alpha Advisors
New York
$352K -$8.23K -190 -2%
RWM
307
Ritholtz Wealth Management
New York
$351K +$390 +9 +0.1%
FC
308
FORA Capital
Florida
$350K +$82.2K +1,898 +31%
HCM
309
HMS Capital Management
Tennessee
$348K -$7.79K -180 -2%
MSRPS
310
Maryland State Retirement & Pension System
Maryland
$339K
SLAM
311
Swiss Life Asset Management
$333K +$327K +7,559 New
DAS
312
Diversify Advisory Services
Utah
$328K +$75.8K +1,750 +26%
MFG
313
Merit Financial Group
Georgia
$326K +$105K +2,419 +48%
BJL
314
Brighton Jones LLC
Washington
$323K +$318K +7,336 New
ECM
315
Evergreen Capital Management
Washington
$312K +$88.7K +2,048 +41%
DT
316
Diversified Trust
Tennessee
$311K
YIH
317
Y-Intercept (HK)
Hong Kong
$310K -$4.54M -104,865 -94%
Neuberger Berman Group
318
Neuberger Berman Group
New York
$309K -$178K -4,120 -37%
PAS
319
Park Avenue Securities
New York
$303K +$36.8K +851 +14%
ProShare Advisors
320
ProShare Advisors
Maryland
$303K -$14.8K -342 -5%
NG
321
Norden Group
Utah
$301K +$296K +6,839 New
FPAS
322
Focus Partners Advisor Solutions
Missouri
$293K +$304K +7,021 New
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$292K -$4.5M -103,959 -94%
OQS
324
Occudo Quantitative Strategies
Florida
$287K -$20.5K -473 -7%
IFWM
325
Institute for Wealth Management
Colorado
$280K +$276K +6,369 New