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EXL Service
EXLS

Overview Fund Activity

454 hedge funds and large institutions have $6.75B invested in EXL Service in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 165 reducing their positions, and 61 closing their positions.

Holders
454
Holders Change
+7
Holders Change %
+1.57%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
75
Increased
163
Reduced
165
Closed
61
Calls
$7.38M
Puts
$262K
Net Calls
+$7.12M
Net Calls Change
+$549K

Top Buyers

1
Invesco
1
Invesco
Georgia
$203M
2
Millennium Management
2
Millennium Management
New York
$103M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
Jane Street
4
Jane Street
New York
$59.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$783M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$312M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$234M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.4M
5
State Street
5
State Street
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
426
Colonial Trust
South Carolina
$3.02K – – –
SWM
427
Spire Wealth Management
Virginia
$2.63K – – –
MCM
428
MAI Capital Management
Ohio
$2.32K +$657 +15 +39%
HNW
429
High Note Wealth
Minnesota
$2.19K +$876 +20 +67%
CAL
430
Capital Advisors Ltd
Ohio
$2K – – –
WB
431
Webster Bank
Connecticut
$1.93K +$1.93K +44 New
FFO
432
Fortitude Family Office
Arizona
$1.75K +$1.75K +40 New
AT
433
Arlington Trust
Alabama
$1.53K +$1.53K +35 New
SO
434
Sierra Ocean
California
$1.45K – – –
CFB
435
Cullen/Frost Bankers
Texas
$1.18K – – –
DPW
436
DiNuzzo Private Wealth
Pennsylvania
$1.14K -$88 -2 -7%
CTC
437
Central Trust Company
Missouri
$1.1K – – –
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$1.05K – – –
PMAM
439
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NA
440
NewEdge Advisors
Louisiana
$963 – – –
SIC
441
SJS Investment Consulting
Ohio
$745 -$526 -12 -41%
FNWA
442
Financial Network Wealth Advisors
Utah
$569 +$569 +13 New
WCM
443
WealthTrak Capital Management
Virginia
$438 – – –
HIA
444
HFM Investment Advisors
New Jersey
$438 +$263 +6 +150%
RWM
445
Rialto Wealth Management
New York
$351 +$351 +8 New
BHWM
446
Bay Harbor Wealth Management
Maryland
$262 +$44 +1 +20%
PWM
447
Parkworth Wealth Management
California
$219 – – –
MCM
448
MV Capital Management
Maryland
$132 – – –
TWD
449
True Wealth Design
Ohio
$132 – – –
LFG
450
Larson Financial Group
Missouri
$131 -$1.79K -41 -93%
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