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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
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$6.08K +$217 +5 +4%
MSWA
427
Marshall & Sterling Wealth Advisors
New York
$4.93K
T. Rowe Price Investment Management
428
T. Rowe Price Investment Management
Maryland
$4K +$3.9K +90 New
MAFA
429
MJT & Associates Financial Advisory
Minnesota
$3.96K
JWA
430
JFS Wealth Advisors
Pennsylvania
$3.88K -$43 -1 -1%
CT
431
Colonial Trust
South Carolina
$2.71K -$303 -7 -10%
SWM
432
Spire Wealth Management
Virginia
$2.64K
SPIA
433
Steward Partners Investment Advisory
New York
$2.55K +$2.51K +58 New
JWM
434
JPL Wealth Management
Colorado
$2.42K +$2.38K +55 New
RWS
435
Retirement Wealth Solutions
Wisconsin
$2.25K +$2.21K +51 New
CAL
436
Capital Advisors Ltd
Ohio
$2K
WB
437
Webster Bank
Connecticut
$1.94K
FFO
438
Fortitude Family Office
Arizona
$1.94K +$173 +4 +10%
JSAM
439
J. Safra Asset Management
New York
$1.72K -$8.1K -187 -83%
CMA
440
Cedar Mountain Advisors
Oregon
$1.58K +$1.56K +36 New
AT
441
Arlington Trust
Alabama
$1.54K
FNWA
442
Financial Network Wealth Advisors
Utah
$1.32K +$736 +17 +131%
SWP
443
Strategic Wealth Partners
Ohio
$1.32K +$1.3K +30 New
TPBG
444
Turning Point Benefit Group
Maryland
$1.27K +$1.26K +29 New
CFB
445
Cullen/Frost Bankers
Texas
$1.19K
SS
446
SBI Securities
Japan
$1.06K -$3.98K -92 -79%
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$1.05K -$87 -2 -8%
PMAM
448
Picton Mahoney Asset Management
Ontario, Canada
$1K
CCM
449
Cloud Capital Management
Washington
$1K +$1.13K +26 New
NA
450
NewEdge Advisors
Louisiana
$969