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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
HWP
426
Highline Wealth Partners
California
$2.88K +$2.94K +61 New
SWM
427
Spire Wealth Management
Virginia
$2.83K +$2.89K +60 New
SC
428
Stephens Consulting
Michigan
$2.36K +$2.41K +50 New
LFG
429
Larson Financial Group
Missouri
$2.08K +$2.12K +44 New
CAL
430
Capital Advisors Ltd
Ohio
$2K
HI
431
Horizon Investments
North Carolina
$1.89K
CA
432
Continuum Advisory
Idaho
$1.84K
MCM
433
MAI Capital Management
Ohio
$1.79K -$1.44K -30 -44%
PPC
434
Park Place Capital
Alabama
$1.56K
SO
435
Sierra Ocean
California
$1.56K
HNW
436
High Note Wealth
Minnesota
$1.42K +$1.44K +30 New
SIC
437
SJS Investment Consulting
Ohio
$1.37K
GFPC
438
Global Financial Private Client
Florida
$1.37K +$962 +20 +222%
DPW
439
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$48 +1 +4%
CFB
440
Cullen/Frost Bankers
Texas
$1.27K
CTC
441
Central Trust Company
Missouri
$1.18K
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$1.13K -$1.83K -38 -61%
NA
443
NewEdge Advisors
Louisiana
$1.04K
SPIA
444
Steward Partners Investment Advisory
New York
$1.04K
PMAM
445
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
446
Hantz Financial Services
Michigan
$1K +$722 +15 New
CFO
447
CVA Family Office
Colorado
$519 +$529 +11 New
WCM
448
WealthTrak Capital Management
Virginia
$473
PWM
449
Parkworth Wealth Management
California
$236
BHWM
450
Bay Harbor Wealth Management
Maryland
$236 +$241 +5 New

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.