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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
$317M
2
DCM
Driehaus Capital Management
Illinois
$57.7M
3
Invesco
Invesco
Georgia
$74.7M
4
Millennium Management
Millennium Management
New York
$36.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$26.5M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$186M
4
BlackRock
BlackRock
New York
$1.07B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
376
Optiver Holding
Netherlands
$38.7K +$38.7K +819 New
CA
377
Clearstead Advisors
Ohio
$36.9K -$11K -233 -23%
MG
378
Mather Group
Illinois
$26.8K – – –
RA
379
Rise Advisors
New York
$26.6K -$6.89K -146 -21%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$24K -$4.96K -103 -17%
VCM
381
Versant Capital Management
Arizona
$23.3K +$12.6K +266 +117%
PS
382
Principal Securities
Iowa
$22.7K – – –
EWA
383
EverSource Wealth Advisors
Alabama
$20.2K +$2.22K +47 +12%
WF
384
Wayfinding Financial
Washington
$20K +$20K +439 New
MA
385
MCF Advisors
Kentucky
$19.6K – – –
SWA
386
SOA Wealth Advisors
New York
$16.5K – – –
WA
387
WPG Advisers
Maryland
$16.3K +$4.86K +103 +42%
BIG
388
Brooklyn Investment Group
New York
$16.2K +$3.16K +67 +24%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$4.34K +92 +40%
SSG
390
Summit Securities Group
New York
$15.2K +$15.2K +322 New
JSAM
391
J. Safra Asset Management
New York
$15.1K +$708 +15 +5%
S
392
SignatureFD
Georgia
$13.5K +$1.32K +28 +11%
RIL
393
Rothschild Investment LLC
Illinois
$13K +$4.25K +90 +49%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$11.9K +$2.83K +60 +31%
HCA
395
Harbor Capital Advisors
Illinois
$11K -$3.41K -71 -24%
AF
396
Allworth Financial
California
$10.5K +$1.43K +32 +16%
PTC
397
Private Trust Company
Ohio
$10.4K -$378 -8 -3%
Amundi
398
Amundi
France
$9.77K +$2.72K +59 +39%
PWMG
399
Private Wealth Management Group
New Jersey
$9.4K – – –
HWM
400
Hemington Wealth Management
Virginia
$8K +$3.72K +81 +87%
14 15
16
17 18