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255 hedge funds and large institutions have $1.1B invested in Deluxe in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 17

41% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $2.58M

28% more capital invested

Capital invested by funds: $852M → $1.1B (+$243M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

11% more funds holding

Funds holding: 229255 (+26)

3.46% more ownership

Funds ownership: 84.77%88.23% (+3.5%)

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
89
Reduced
78
Closed
17
Calls
$3.64M
Puts
$2.58M
Net Calls
+$1.06M
Net Calls Change
+$167K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$5.51K
Los Angeles Capital Management
227
Los Angeles Capital Management
California
$5.51K
BFS
228
Bare Financial Services
Pennsylvania
$4.68K +$863 +33 +24%
SAM
229
Smartleaf Asset Management
Massachusetts
$4.46K -$2.51K -96 -37%
TC
230
Truvestments Capital
Florida
$4.13K
SIS
231
Sound Income Strategies
Florida
$3.78K +$26 +1 +0.7%
HI
232
Harbour Investments
Wisconsin
$3.39K -$183 -7 -5%
RFP
233
Root Financial Partners
California
$3.14K +$2.98K +114 New
PP
234
PFS Partners
New Jersey
$2.75K
PA
235
Parallel Advisors
California
$2.73K -$758 -29 -23%
JWM
236
JPL Wealth Management
Colorado
$2.51K +$2.38K +91 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2.18K
DWM
238
Dogwood Wealth Management
Kansas
$2.07K
CAL
239
Capital Advisors Ltd
Ohio
$2K
GWM
240
Geneos Wealth Management
Colorado
$1.38K
TM
241
Torren Management
California
$1.3K -$21.5K -823 -95%
PWMG
242
Private Wealth Management Group
New Jersey
$1.1K
CAM
243
Costello Asset Management
Pennsylvania
$1.05K +$680 +26 +217%
C
244
Covestor
United Kingdom
$1K -$340 -13 -24%
SS
245
Sunbelt Securities
Texas
$964
KFAS
246
Keating Financial Advisory Services
Kansas
$964 +$915 +35 New
CFM
247
Cornerstone Financial Management
Massachusetts
$909
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$854
KG
249
Kilter Group
New York
$827 +$601 +23 +329%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$661 +$628 +24 New