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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 %
DAS
326
Diversify Advisory Services
Utah
$282K +$282K +6,618 New
RA
327
RiverPark Advisors
New York
$281K -$65.5K -1,496 -19%
PCM
328
Prelude Capital Management
New York
$272K +$24.3K +556 +10%
PM
329
Parametrica Management
Hong Kong
$267K +$267K +6,102 New
AWM
330
Axxcess Wealth Management
California
$265K -$27.2K -622 -9%
HFO
331
Heritage Family Offices
Arizona
$265K
FC
332
FORA Capital
Florida
$265K -$82.9K -1,893 -24%
PAS
333
Park Avenue Securities
New York
$264K +$264K +6,025 New
FTWA
334
Fifth Third Wealth Advisors
Ohio
$261K +$701 +16 +0.3%
ACM
335
Alta Capital Management
Utah
$260K +$23.4K +535 +10%
P
336
&Partners
Tennessee
$258K -$29.8K -692 -10%
SCM
337
Shelton Capital Management
Colorado
$253K
PAG
338
Private Advisor Group
New Jersey
$249K -$10.9K -248 -4%
IB
339
Intrust Bank
Kansas
$248K -$42.8K -978 -15%
Nisa Investment Advisors
340
Nisa Investment Advisors
Missouri
$246K -$70.7K -1,614 -22%
JSW
341
Journey Strategic Wealth
New Jersey
$239K +$3.15K +72 +1%
MIA
342
MeadowBrook Investment Advisors
Michigan
$236K -$56.9K -1,300 -19%
LCWP
343
Legacy Capital Wealth Partners
Arkansas
$230K +$3.46K +79 +2%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$229K
LOAMU
345
Lombard Odier Asset Management (USA)
New York
$227K +$227K +5,195 New
CPBTD
346
Central Pacific Bank - Trust Division
Hawaii
$225K -$11.8K -270 -5%
BWP
347
Balboa Wealth Partners
Arizona
$225K
BWG
348
Berry Wealth Group
Texas
$221K +$701 +16 +0.3%
ECM
349
Evergreen Capital Management
Washington
$221K -$9.55K -218 -4%
MFG
350
Merit Financial Group
Georgia
$219K +$219K +4,994 New