EXLS icon

EXL Service
EXLS

Overview Fund Activity

447 hedge funds and large institutions have $7.27B invested in EXL Service in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 149 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+36
Holders Change %
+8.76%
% of All Funds
6.07%
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
168
Reduced
149
Closed
34
Calls
$6.99M
Puts
$420K
Net Calls
+$6.57M
Net Calls Change
+$5.38M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.8M
2
DCM
Driehaus Capital Management
Illinois
+$57.7M
3
Invesco
Invesco
Georgia
+$41.6M
4
Millennium Management
Millennium Management
New York
+$34.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$26.5M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$380M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$61M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
4
BlackRock
BlackRock
New York
-$54.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
326
Journey Strategic Wealth
New Jersey
$254K -$2.41K -51 -0.9%
FFA
327
Florida Financial Advisors
Florida
$250K +$250K +5,300 New
ECM
328
Evergreen Capital Management
Washington
$248K +$7.93K +168 +3%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$247K +$5.1K +108 +2%
BC
330
Bayforest Capital
United Kingdom
$245K +$171K +3,612 +228%
LCWP
331
Legacy Capital Wealth Partners
Arkansas
$245K -$17.4K -369 -7%
BWP
332
Balboa Wealth Partners
Arizona
$243K +$11.5K +244 +5%
BWG
333
Berry Wealth Group
Texas
$237K -$52.1K -1,104 -18%
Rafferty Asset Management
334
Rafferty Asset Management
New York
$237K +$237K +5,013 New
Ohio Public Employees Retirement System (OPERS)
335
Ohio Public Employees Retirement System (OPERS)
Ohio
$231K +$175K +3,709 +311%
MCM
336
Manchester Capital Management
Vermont
$229K – – –
Walleye Trading
337
Walleye Trading
New York
$224K -$407K -8,622 -65%
CG
338
Caprock Group
Idaho
$218K +$218K +4,627 New
PCP
339
Proficio Capital Partners
Massachusetts
$215K +$215K +4,548 New
FFM
340
Forum Financial Management
Illinois
$209K +$209K +4,417 New
M&T Bank
341
M&T Bank
New York
$208K -$33.6K -711 -14%
MWM
342
Mindset Wealth Management
Indiana
$208K -$6.75K -143 -3%
VFA
343
Values First Advisors
Tennessee
$203K -$896 -19 -0.4%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$201K -$48K -1,016 -19%
SAM
345
Smartleaf Asset Management
Massachusetts
$200K -$80.9K -1,729 -29%
TPCW
346
TD Private Client Wealth
New York
$193K +$30.8K +652 +19%
BTI
347
Blue Trust Inc
Georgia
$173K +$20.9K +442 +14%
GI
348
GAMMA Investing
California
$166K +$28.3K +599 +21%
QL
349
Quarry LP
New York
$160K – – –
CCM
350
Coldstream Capital Management
Washington
$142K +$142K +3,002 New
12 13
14
15 16