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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
MG
401
Mather Group
Illinois
$25K +$24.6K +567 New
RA
402
Rise Advisors
New York
$24.8K
OCM
403
Osterweis Capital Management
California
$24.2K
RFP
404
Root Financial Partners
California
$24.2K +$23.8K +550 New
HFS
405
Hantz Financial Services
Michigan
$21K +$11.6K +269 +129%
WANY
406
Wealthspire Advisors (New York)
New York
$20.3K +$19.9K +460 New
PTC
407
Private Trust Company
Ohio
$20.2K +$10.2K +235 +105%
TWD
408
True Wealth Design
Ohio
$19.8K +$19.3K +446 +14,867%
ATC
409
Adirondack Trust Company
New York
$16.6K +$16.3K +377 New
SWA
410
SOA Wealth Advisors
New York
$15.4K
CIAM
411
Caitong International Asset Management
Hong Kong
$14K -$16.7K -385 -55%
S
412
SignatureFD
Georgia
$12.9K -$3.16K -73 -20%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$12.2K
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$11K -$8.18K -189 -42%
SCM
415
Sterling Capital Management
North Carolina
$10.6K +$43 +1 +0.4%
VCM
416
Versant Capital Management
Arizona
$9.99K -$4.11K -95 -30%
PWMG
417
Private Wealth Management Group
New Jersey
$8.76K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$8.67K -$1.3K -30 -13%
TFA
419
Transamerica Financial Advisors
Florida
$7.75K +$7.62K +176 New
WA
420
WPG Advisers
Maryland
$7.49K -$1.6K -37 -18%
MEG
421
Millstone Evans Group
Colorado
$7K +$6.88K +159 New
HWM
422
Hemington Wealth Management
Virginia
$7K -$1.17K -27 -14%
BIA
423
Bell Investment Advisors
California
$6.61K
QC
424
Quent Capital
New York
$6.61K +$6.5K +150 New
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$6.08K +$4.94K +114 +475%