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EXL Service

460 hedge funds and large institutions have $6.78B invested in EXL Service in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,718% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $262K

15% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 65

1% more funds holding

Funds holding: 455460 (+5)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

1.17% less ownership

Funds ownership: 96.34%95.16% (-1.2%)

8% less capital invested

Capital invested by funds: $7.38B → $6.78B (-$601M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
460
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.06%
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
165
Reduced
168
Closed
65
Calls
$7.38M
Puts
$262K
Net Calls
+$7.12M
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
-$209K -4,417 Closed
MWM
502
Mindset Wealth Management
Indiana
-$208K -4,406 Closed
VFA
503
Values First Advisors
Tennessee
-$203K -4,306 Closed
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
-$201K -4,253 Closed
CCM
505
Coldstream Capital Management
Washington
-$142K -3,002 Closed
UFF
506
USA Financial Formulas
Michigan
-$116K -2,456 Closed
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$90.9K -1,925 Closed
MAM
508
Morse Asset Management
Connecticut
-$79.5K -1,685 Closed
SIS
509
Strategic Investment Solutions
Illinois
-$76.9K -1,629 Closed
Optiver Holding
510
Optiver Holding
Netherlands
-$38.7K -819 Closed
MG
511
Mather Group
Illinois
-$26.8K -567 Closed
WF
512
Wayfinding Financial
Washington
-$20K -439 Closed
RIL
513
Rothschild Investment LLC
Illinois
-$13K -275 Closed
Amundi
514
Amundi
France
-$9.77K -212 Closed
MEG
515
Millstone Evans Group
Colorado
-$5.71K -121 Closed
SIM
516
Synergy Investment Management
Florida
-$4.72K -100 Closed
Group One Trading
517
Group One Trading
Illinois
-$4.11K -90 Closed
VWWMG
518
Vermillion & White Wealth Management Group
Pennsylvania
-$3.87K -82 Closed
HWP
519
Highline Wealth Partners
California
-$2.88K -61 Closed
SC
520
Stephens Consulting
Michigan
-$2.36K -50 Closed
CA
521
Continuum Advisory
Idaho
-$1.84K -39 Closed
PPC
522
Park Place Capital
Alabama
-$1.56K -33 Closed
GFPC
523
Global Financial Private Client
Florida
-$1.37K -29 Closed
SPIA
524
Steward Partners Investment Advisory
New York
-$1.04K -22 Closed
CFO
525
CVA Family Office
Colorado
-$519 -11 Closed

EXLS Hedge Fund Activity: Q2 2025 in Review

460 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q2 2025, worth a combined $6.78B — down 8.1% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EXLS positions and 65 closed out — a net gain of 10 holders — while 165 added to existing stakes and 168 trimmed.

The largest buyer was Invesco, adding an estimated $140M. The largest seller was BlackRock, cutting an estimated $221M.

  • 460 institutional investors held EXL Service (EXLS) as of Q2 2025, up from 455 in Q1 2025.
  • Funds reported $6.78B of EXL Service stock for Q2 2025, down 8.1% quarter-over-quarter.
  • 75 funds opened new EXL Service positions in Q2 2025 and 65 closed out, a net change of +10 holders.
  • The largest EXL Service buyer in Q2 2025 was Invesco, an estimated $140M added.
  • The largest EXL Service seller in Q2 2025 was BlackRock, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2025.