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EXL Service

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
426
Park Place Capital
Alabama
$1.56K
SO
427
Sierra Ocean
California
$1.56K
HNW
428
High Note Wealth
Minnesota
$1.42K +$1.42K +30 New
SIC
429
SJS Investment Consulting
Ohio
$1.37K
GFPC
430
Global Financial Private Client
Florida
$1.37K +$944 +20 +222%
DPW
431
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$47 +1 +4%
CFB
432
Cullen/Frost Bankers
Texas
$1.28K
CTC
433
Central Trust Company
Missouri
$1.18K
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$1.13K -$1.79K -38 -61%
NA
435
NewEdge Advisors
Louisiana
$1.04K
SPIA
436
Steward Partners Investment Advisory
New York
$1.04K
PMAM
437
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
438
Hantz Financial Services
Michigan
$1K +$1K +15 New
CFO
439
CVA Family Office
Colorado
$519 +$519 +11 New
WCM
440
WealthTrak Capital Management
Virginia
$473
PWM
441
Parkworth Wealth Management
California
$236
BHWM
442
Bay Harbor Wealth Management
Maryland
$236 +$236 +5 New
HIA
443
HFM Investment Advisors
New Jersey
$189 +$189 +4 New
AF
444
Advisornet Financial
Minnesota
$142
MCM
445
MV Capital Management
Maryland
$142
TWD
446
True Wealth Design
Ohio
$142 +$142 +3 New
TWC
447
TD Waterhouse Canada
Ontario, Canada
$48
Norges Bank
448
Norges Bank
Norway
-$106M -2,398,656 Closed
Schroder Investment Management Group
449
Schroder Investment Management Group
United Kingdom
-$30.1M -679,837 Closed
Axa
450
Axa
France
-$8.28M -186,579 Closed