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EXL Service

455 hedge funds and large institutions have $7.38B invested in EXL Service in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,565% more call options, than puts

Call options by funds: $6.99M | Put options by funds: $420K

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

10% more funds holding

Funds holding: 415455 (+40)

10% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 154

2% more capital invested

Capital invested by funds: $7.23B → $7.38B (+$150M)

0.39% more ownership

Funds ownership: 95.95%96.34% (+0.39%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
455
Holders Change
+40
Holders Change %
+9.64%
% of All Funds
6.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
75
Increased
169
Reduced
154
Closed
33
Calls
$6.99M
Puts
$420K
Net Calls
+$6.57M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$280K -$150K -3,114 -34%
SCM
327
Shelton Capital Management
Colorado
$273K -$11.4K -238 -4%
HFO
328
Heritage Family Offices
Arizona
$267K -$48.6K -1,011 -15%
PCM
329
Prelude Capital Management
New York
$267K +$272K +5,655 New
KWM
330
Keebeck Wealth Management
Illinois
$261K +$17.6K +365 +7%
CPBTD
331
Central Pacific Bank - Trust Division
Hawaii
$255K -$24.1K -500 -8%
ACM
332
Alta Capital Management
Utah
$255K +$36.8K +764 +17%
JSW
333
Journey Strategic Wealth
New Jersey
$254K -$2.45K -51 -0.9%
FFA
334
Florida Financial Advisors
Florida
$250K +$255K +5,300 New
ECM
335
Evergreen Capital Management
Washington
$248K +$8.08K +168 +3%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$247K +$5.2K +108 +2%
BC
337
Bayforest Capital
United Kingdom
$245K +$174K +3,612 +228%
LCWP
338
Legacy Capital Wealth Partners
Arkansas
$245K -$17.8K -369 -7%
BWP
339
Balboa Wealth Partners
Arizona
$243K +$11.7K +244 +5%
BWG
340
Berry Wealth Group
Texas
$237K -$53.1K -1,104 -18%
Rafferty Asset Management
341
Rafferty Asset Management
New York
$237K +$241K +5,013 New
Ohio Public Employees Retirement System (OPERS)
342
Ohio Public Employees Retirement System (OPERS)
Ohio
$231K +$178K +3,709 +311%
MCM
343
Manchester Capital Management
Vermont
$229K
Walleye Trading
344
Walleye Trading
New York
$224K -$415K -8,622 -65%
CG
345
Caprock Group
Idaho
$218K +$223K +4,627 New
PCP
346
Proficio Capital Partners
Massachusetts
$215K +$219K +4,548 New
FFM
347
Forum Financial Management
Illinois
$209K +$213K +4,417 New
M&T Bank
348
M&T Bank
New York
$208K -$34.2K -711 -14%
MWM
349
Mindset Wealth Management
Indiana
$208K -$6.88K -143 -3%
VFA
350
Values First Advisors
Tennessee
$203K -$914 -19 -0.4%

EXLS Hedge Fund Activity: Q1 2025 in Review

455 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2025, worth a combined $7.38B — up 2.1% from $7.23B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EXLS positions and 33 closed out — a net gain of 42 holders — while 169 added to existing stakes and 154 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.5M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $380M sold.

  • 455 institutional investors held EXL Service (EXLS) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $7.38B of EXL Service stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 75 funds opened new EXL Service positions in Q1 2025 and 33 closed out, a net change of +42 holders.
  • The largest EXL Service buyer in Q1 2025 was JP Morgan Chase, an estimated $93.5M added.
  • The largest EXL Service seller in Q1 2025 was Koshinski Asset Management, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2025.