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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 %
HNB
376
Huntington National Bank
Ohio
$85.5K +$10.8K +246 +14%
BNP Paribas Asset Management
377
BNP Paribas Asset Management
France
$84K -$328K -7,508 -80%
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$78.9K -$14.5K -330 -15%
FHA
379
First Horizon Advisors
Tennessee
$62.3K -$23.5K -536 -27%
GRP
380
Global Retirement Partners
California
$61.7K +$61.7K +1,409 New
PA
381
Parallel Advisors
California
$58.6K +$1.93K +44 +3%
TPWA
382
Twin Peaks Wealth Advisors
California
$43.3K +$43.3K +1,019 New
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$42.4K -$2.23K -51 -5%
N
384
Natixis
France
$41.8K -$8.5K -194 -17%
WT
385
Whittier Trust
California
$41.6K
WTC
386
WhitTier Trust Company
Nevada
$40.2K -$2.1K -48 -5%
PS
387
Principal Securities
Iowa
$39.9K +$17.6K +401 +78%
CIAM
388
Caitong International Asset Management
Hong Kong
$30.8K -$48.1K -1,099 -61%
CA
389
Clearstead Advisors
Ohio
$29.5K -$4.77K -109 -14%
RA
390
Rise Advisors
New York
$24.7K
OCM
391
Osterweis Capital Management
California
$24.1K +$24.1K +550 New
GWM
392
Geneos Wealth Management
Colorado
$23.5K -$46.6K -1,065 -67%
BIG
393
Brooklyn Investment Group
New York
$22K +$6.96K +159 +46%
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$20K -$2.23K -50 -10%
MPW
395
MASECO Private Wealth
$20K +$20K +456 New
MA
396
MCF Advisors
Kentucky
$18.2K
S
397
SignatureFD
Georgia
$16K +$3.55K +81 +28%
SWA
398
SOA Wealth Advisors
New York
$15.3K
AGWCA
399
Annis Gardner Whiting Capital Advisors
Florida
$14.4K +$14.4K +328 New
VCM
400
Versant Capital Management
Arizona
$14.1K -$7.49K -171 -35%