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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
Canada Pension Plan Investment Board
376
Canada Pension Plan Investment Board
Ontario, Canada
$70.8K -$3.43M -71,210 -98%
PA
377
Parallel Advisors
California
$61.1K +$5K +104 +9%
N
378
Natixis
France
$53.8K -$2.36K -49 -4%
LC
379
Lindbrook Capital
California
$50.3K +$41.5K +862 +425%
WTC
380
WhitTier Trust Company
Nevada
$45.6K -$289 -6 -0.6%
WT
381
Whittier Trust
California
$44.9K +$45.8K +951 New
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$42.7K +$3.32K +69 +7%
Optiver Holding
383
Optiver Holding
Netherlands
$38.7K +$39.4K +819 New
CA
384
Clearstead Advisors
Ohio
$36.9K -$11.2K -233 -23%
MG
385
Mather Group
Illinois
$26.8K
RA
386
Rise Advisors
New York
$26.6K -$7.02K -146 -21%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$24K -$4.96K -103 -17%
VCM
388
Versant Capital Management
Arizona
$23.3K +$12.8K +266 +117%
PS
389
Principal Securities
Iowa
$22.7K
EWA
390
EverSource Wealth Advisors
Alabama
$20.2K +$2.26K +47 +12%
WF
391
Wayfinding Financial
Washington
$20K +$21.1K +439 New
MA
392
MCF Advisors
Kentucky
$19.6K
LSA
393
Leonteq Securities AG
Switzerland
$18.9K
SWA
394
SOA Wealth Advisors
New York
$16.5K
WA
395
WPG Advisers
Maryland
$16.3K +$4.96K +103 +42%
BIG
396
Brooklyn Investment Group
New York
$16.2K +$3.22K +67 +24%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$4.43K +92 +40%
SSG
398
Summit Securities Group
New York
$15.2K +$15.5K +322 New
JSAM
399
J. Safra Asset Management
New York
$15.1K +$722 +15 +5%
S
400
SignatureFD
Georgia
$13.5K +$1.35K +28 +11%

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.