EXLS icon

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 %
SCM
401
Sterling Capital Management
North Carolina
$7.74K +$94 +2 +1%
SS
402
SBI Securities
Japan
$7.37K +$2.41K +51 +49%
BIA
403
Bell Investment Advisors
California
$7.08K – – –
MEG
404
Millstone Evans Group
Colorado
$5.71K +$5.71K +121 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$5.62K +$2.55K +54 +83%
BCMLT
406
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.43K – – –
FFA
407
Farther Finance Advisors
California
$5.3K -$478 -10 -8%
MSWA
408
Marshall & Sterling Wealth Advisors
New York
$5.29K +$5.29K +112 New
JWA
409
JFS Wealth Advisors
Pennsylvania
$4.77K +$614 +13 +15%
SIM
410
Synergy Investment Management
Florida
$4.72K – – –
ACM
411
Accent Capital Management
Ohio
$4.58K +$4.58K +97 New
Group One Trading
412
Group One Trading
Illinois
$4.25K +$3.31K +70 +350%
MAFA
413
MJT & Associates Financial Advisory
Minnesota
$4.25K +$4.25K +90 New
WWM
414
Wolff Wiese Magana
California
$3.87K – – –
VWWMG
415
Vermillion & White Wealth Management Group
Pennsylvania
$3.87K +$3.87K +82 New
AS
416
Altshuler Shaham
Israel
$3.82K -$425 -9 -10%
CT
417
Colonial Trust
South Carolina
$3.23K – – –
HWP
418
Highline Wealth Partners
California
$2.88K +$2.88K +61 New
SWM
419
Spire Wealth Management
Virginia
$2.83K +$2.83K +60 New
SC
420
Stephens Consulting
Michigan
$2.36K +$2.36K +50 New
LFG
421
Larson Financial Group
Missouri
$2.08K +$2.08K +44 New
CAL
422
Capital Advisors Ltd
Ohio
$2K – – –
HI
423
Horizon Investments
North Carolina
$1.89K – – –
CA
424
Continuum Advisory
Idaho
$1.84K – – –
MCM
425
MAI Capital Management
Ohio
$1.79K -$1.42K -30 -44%
15 16
17
18 19