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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
PWG
326
Portside Wealth Group
Utah
$273K +$268K +6,190 New
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$272K +$268K +6,178 New
PAG
328
Private Advisor Group
New Jersey
$266K +$15.5K +358 +6%
EWA
329
EverSource Wealth Advisors
Alabama
$265K +$136K +3,144 +109%
FTWA
330
Fifth Third Wealth Advisors
Ohio
$262K
CIA
331
Caerus Investment Advisors
Texas
$261K +$257K +5,935 New
JSW
332
Journey Strategic Wealth
New Jersey
$259K +$18.7K +431 +8%
AI
333
Atria Investments
North Carolina
$256K +$252K +5,825 New
SCM
334
Shelton Capital Management
Colorado
$254K
P
335
&Partners
Tennessee
$251K -$12.1K -279 -5%
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$248K +$866 +20 +0.4%
EI
337
Ethic Inc
New York
$247K -$216K -4,980 -47%
HFO
338
Heritage Family Offices
Arizona
$244K -$4.94K -114 -2%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$238K -$55.3K -1,278 -19%
ACM
340
Alta Capital Management
Utah
$236K -$25K -578 -10%
MIA
341
MeadowBrook Investment Advisors
Michigan
$235K -$1.95K -45 -0.8%
LCWP
342
Legacy Capital Wealth Partners
Arkansas
$232K +$606 +14 +0.3%
QL
343
Quarry LP
New York
$232K +$81.4K +1,880 +56%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$231K
CAM
345
Claret Asset Management
Quebec, Canada
$230K +$226K +5,217 New
SWGC
346
Summit Wealth Group (Colorado)
Colorado
$227K +$232K +5,368 New
BWP
347
Balboa Wealth Partners
Arizona
$226K
Jones Financial Companies
348
Jones Financial Companies
Missouri
$223K +$96.5K +2,228 +78%
FFM
349
Forum Financial Management
Illinois
$220K +$216K +4,998 New
PAS
350
Point72 Asia (Singapore)
Singapore
$217K +$214K +4,937 New