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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
RIL
401
Rothschild Investment LLC
Illinois
$13K +$4.33K +90 +49%
PFBT
402
Parkside Financial Bank & Trust
Missouri
$11.9K +$2.89K +60 +31%
HCA
403
Harbor Capital Advisors
Illinois
$11K -$3.42K -71 -24%
AF
404
Allworth Financial
California
$10.5K +$1.54K +32 +16%
PTC
405
Private Trust Company
Ohio
$10.4K -$385 -8 -3%
Amundi
406
Amundi
France
$9.77K +$2.84K +59 +39%
PWMG
407
Private Wealth Management Group
New Jersey
$9.39K
HWM
408
Hemington Wealth Management
Virginia
$8K +$3.9K +81 +87%
SCM
409
Sterling Capital Management
North Carolina
$7.74K +$96 +2 +1%
SS
410
SBI Securities
Japan
$7.37K +$2.45K +51 +49%
BIA
411
Bell Investment Advisors
California
$7.08K
MEG
412
Millstone Evans Group
Colorado
$5.71K +$5.82K +121 New
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$5.62K +$2.6K +54 +83%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.43K
FFA
415
Farther Finance Advisors
California
$5.3K -$481 -10 -8%
MSWA
416
Marshall & Sterling Wealth Advisors
New York
$5.29K +$5.39K +112 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$4.77K +$625 +13 +15%
SIM
418
Synergy Investment Management
Florida
$4.72K
ACM
419
Accent Capital Management
Ohio
$4.58K +$4.67K +97 New
Group One Trading
420
Group One Trading
Illinois
$4.25K +$3.37K +70 +350%
MAFA
421
MJT & Associates Financial Advisory
Minnesota
$4.25K +$4.33K +90 New
WWM
422
Wolff Wiese Magana
California
$3.87K
VWWMG
423
Vermillion & White Wealth Management Group
Pennsylvania
$3.87K +$3.94K +82 New
AS
424
Altshuler Shaham
Israel
$3.82K -$433 -9 -10%
CT
425
Colonial Trust
South Carolina
$3.23K

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.