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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
ASN
376
Advisory Services Network
Georgia
$102K +$101K +2,324 New
RIL
377
Rothschild Investment LLC
Illinois
$97.3K +$95.7K +2,209 New
SS
378
Sunbelt Securities
Texas
$96.3K -$1.82K -42 -2%
UB
379
UMB Bank
Missouri
$95.3K -$22.4K -517 -19%
AF
380
Allworth Financial
California
$91.6K -$1.8M -41,521 -95%
SIC
381
Salem Investment Counselors
North Carolina
$88.1K
BNP Paribas Asset Management
382
BNP Paribas Asset Management
France
$87K +$2.17K +50 +3%
NS
383
NBC Securities
Alabama
$86.5K -$126K -2,917 -60%
Walleye Trading
384
Walleye Trading
New York
$85K +$83.6K +1,930 New
LSA
385
Leonteq Securities AG
Switzerland
$84.3K +$74.2K +1,714 +857%
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$75.9K -$3.38K -78 -4%
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.8K +$70.6K +1,630 New
EP
388
Essential Partners
California
$70.2K +$68.9K +1,591 +39,775%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$69.7K +$26.6K +614 +63%
PS
390
Principal Securities
Iowa
$64.1K +$23.5K +543 +60%
HNB
391
Huntington National Bank
Ohio
$61.5K -$24.1K -557 -29%
SA
392
Strategic Advocates
Utah
$60.2K +$59.2K +1,367 New
PA
393
Parallel Advisors
California
$57.3K -$1.56K -36 -3%
GRP
394
Global Retirement Partners
California
$54.4K -$7.49K -173 -12%
WT
395
Whittier Trust
California
$41.5K +$563 +13 +1%
WTC
396
WhitTier Trust Company
Nevada
$39.2K -$390 -9 -1%
FFA
397
Farther Finance Advisors
California
$34.9K +$28.9K +667 +534%
CA
398
Clearstead Advisors
Ohio
$33.5K +$3.77K +87 +13%
FHC
399
First Horizon Corporation
Tennessee
$31.9K +$31.4K +725 New
CTC
400
Central Trust Company
Missouri
$27.8K +$26.3K +607 +2,428%