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Deluxe
DLX

207 hedge funds and large institutions have $735M invested in Deluxe in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $608M → $735M (+$126M)

2% more funds holding

Funds holding: 203 → 207 (+4)

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

0.9% less ownership

Funds ownership: 85.46% → 84.56% (-0.9%)

14% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $2.9M

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
72
Reduced
69
Closed
21
Calls
$2.5M
Puts
$2.9M
Net Calls
-$400K
Net Calls Change
+$111K

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$3.61M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$3.26M
3
Charles Schwab
Charles Schwab
California
+$2.92M
4
Morgan Stanley
Morgan Stanley
New York
+$2.89M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.83M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.7M
3
Citigroup
Citigroup
New York
-$2.75M
4
American Century Companies
American Century Companies
Missouri
-$2.63M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$3.46M +$3.26M +178,766 New
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M +$410K +22,522 +15%
UBS Group
28
UBS Group
Switzerland
$3.06M -$1.85M -101,390 -39%
AIM
29
AXA Investment Managers
France
$2.86M +$2.69M +147,884 New
Wells Fargo
30
Wells Fargo
California
$2.84M +$131K +7,184 +5%
Lazard Asset Management
31
Lazard Asset Management
New York
$2.84M -$17.9K -981 -0.7%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$2.78M -$96.5K -5,300 -4%
First Trust Advisors
33
First Trust Advisors
Illinois
$2.75M +$2.59M +142,207 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.6M +$6.81K +374 +0.3%
Victory Capital Management
35
Victory Capital Management
Texas
$2.52M -$175K -9,602 -7%
Universal-Beteiligungs- und Servicegesellschaft
36
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.4M – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$2.28M -$46.4K -2,549 -2%
IC
38
IEQ Capital
California
$2.07M +$960K +52,680 +98%
KWM
39
Kiker Wealth Management
Georgia
$2.02M -$57K -3,129 -3%
Ameriprise
40
Ameriprise
Minnesota
$1.99M -$2.9K -159 -0.2%
Jane Street
41
Jane Street
New York
$1.98M +$1.86M +102,203 New
JAM
42
Jupiter Asset Management
United Kingdom
$1.92M +$290K +15,900 +19%
WCM
43
Wedge Capital Management
North Carolina
$1.86M +$156K +8,576 +10%
MCM
44
Mork Capital Management
California
$1.73M – – –
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.71M +$939K +51,524 +140%
UBS AM
46
UBS AM
Illinois
$1.69M -$1.03M -56,651 -39%
AAM
47
Advisors Asset Management
Colorado
$1.68M +$8.89K +488 +0.6%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.66M – – –
Squarepoint
49
Squarepoint
New York
$1.56M +$1.16M +63,725 +381%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M -$9.11K -500 -0.7%
1
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DLX Hedge Fund Activity: Q3 2025 in Review

207 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2025, worth a combined $735M — up 21% from $608M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 21 closed out — a net gain of 6 holders — while 72 added to existing stakes and 69 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $3.61M. The largest seller was BlackRock, cutting an estimated $4.83M.

  • 207 institutional investors held Deluxe (DLX) as of Q3 2025, up from 203 in Q2 2025.
  • Funds reported $735M of Deluxe stock for Q3 2025, up 21% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q3 2025 and 21 closed out, a net change of +6 holders.
  • The largest Deluxe buyer in Q3 2025 was AQR Capital Management, an estimated $3.61M added.
  • The largest Deluxe seller in Q3 2025 was BlackRock, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2025.