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EXL Service

463 hedge funds and large institutions have $6.76B invested in EXL Service in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 176 increasing their positions, 162 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 162

0.06% less ownership

Funds ownership: 95.1%95.04% (-0.06%)

0% less capital invested

Capital invested by funds: $6.78B → $6.76B (-$19.8M)

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.44M
Puts
$3.41M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$77.6M
3 +$71.8M
4
Amundi
Amundi
France
+$69.1M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$34.6M

Top Sellers

1 -$145M
2 -$75M
3 -$51.1M
4
DCM
Driehaus Capital Management
Illinois
-$36.6M
5
Jane Street
Jane Street
New York
-$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
401
Osterweis Capital Management
California
$24.2K
RFP
402
Root Financial Partners
California
$24.2K
HFS
403
Hantz Financial Services
Michigan
$21K
WANY
404
Wealthspire Advisors (New York)
New York
$20.3K
PTC
405
Private Trust Company
Ohio
$20.2K
TWD
406
True Wealth Design
Ohio
$19.8K
ATC
407
Adirondack Trust Company
New York
$16.6K
SWA
408
SOA Wealth Advisors
New York
$15.4K
CIAM
409
Caitong International Asset Management
Hong Kong
$14K
S
410
SignatureFD
Georgia
$12.9K
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$12.2K
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$11K
SCM
413
Sterling Capital Management
North Carolina
$10.6K
VCM
414
Versant Capital Management
Arizona
$9.99K
PWMG
415
Private Wealth Management Group
New Jersey
$8.76K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$8.67K
TFA
417
Transamerica Financial Advisors
Florida
$7.75K
WA
418
WPG Advisers
Maryland
$7.49K
MEG
419
Millstone Evans Group
Colorado
$7K
HWM
420
Hemington Wealth Management
Virginia
$7K
BIA
421
Bell Investment Advisors
California
$6.61K
QC
422
Quent Capital
New York
$6.61K
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$6.08K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$6.08K
MSWA
425
Marshall & Sterling Wealth Advisors
New York
$4.93K