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EXL Service

455 hedge funds and large institutions have $6.76B invested in EXL Service in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 166 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

2% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 166

7% less capital invested

Capital invested by funds: $7.27B → $6.76B (-$515M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.38M
Puts
$262K
Net Calls
Net Calls Change

Top Buyers

1 +$134M
2 +$69.2M
3 +$60.4M
4
Jane Street
Jane Street
New York
+$50M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$293K
DAS
327
Diversify Advisory Services
Utah
$282K
RA
328
RiverPark Advisors
New York
$281K
PCM
329
Prelude Capital Management
New York
$272K
PM
330
Parametrica Management
Hong Kong
$267K
AWM
331
Axxcess Wealth Management
California
$265K
HFO
332
Heritage Family Offices
Arizona
$265K
FC
333
FORA Capital
Florida
$265K
PAS
334
Park Avenue Securities
New York
$264K
FTWA
335
Fifth Third Wealth Advisors
Ohio
$261K
ACM
336
Alta Capital Management
Utah
$260K
P
337
&Partners
Tennessee
$258K
SCM
338
Shelton Capital Management
Colorado
$253K
PAG
339
Private Advisor Group
New Jersey
$249K
IB
340
Intrust Bank
Kansas
$248K
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
$246K
JSW
342
Journey Strategic Wealth
New Jersey
$239K
MIA
343
MeadowBrook Investment Advisors
Michigan
$236K
LCWP
344
Legacy Capital Wealth Partners
Arkansas
$230K
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$229K
LOAMU
346
Lombard Odier Asset Management (USA)
New York
$227K
CPBTD
347
Central Pacific Bank - Trust Division
Hawaii
$225K
BWP
348
Balboa Wealth Partners
Arizona
$225K
BWG
349
Berry Wealth Group
Texas
$221K
ECM
350
Evergreen Capital Management
Washington
$221K