We are live on ! Find out more

229 hedge funds and large institutions have $852M invested in Deluxe in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

64% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.4M

16% more capital invested

Capital invested by funds: $735M → $852M (+$117M)

11% more funds holding

Funds holding: 207229 (+22)

0.21% more ownership

Funds ownership: 84.56%84.77% (+0.21%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
229
Holders Change
+22
Holders Change %
+10.63%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
78
Reduced
82
Closed
14
Calls
$2.29M
Puts
$1.4M
Net Calls
+$893K
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$1.73M +$301K +14,943 +24%
Creative Planning
52
Creative Planning
Kansas
$1.73M +$718K +35,660 +86%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$1.68M +$24.1K +1,196 +2%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$1.67M -$22.8K -1,133 -1%
Millennium Management
55
Millennium Management
New York
$1.52M +$970K +48,168 +241%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.44M +$917K +45,544 +238%
Cerity Partners
57
Cerity Partners
New York
$1.39M -$48.2K -2,394 -4%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$1.33M +$1.19M +58,908 New
IIM
59
INTECH Investment Management
Florida
$1.28M +$665K +33,050 +136%
CCIA
60
Campbell & Co Investment Adviser
Maryland
$1.27M -$56.3K -2,797 -5%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$1.22M +$301K +14,941 +38%
SFA
62
Sequoia Financial Advisors
Ohio
$1.21M +$24.2K +1,202 +2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.21M -$104K -5,150 -9%
LPL Financial
64
LPL Financial
California
$1.2M +$42.1K +2,093 +4%
Franklin Resources
65
Franklin Resources
California
$1.12M +$23.9K +1,189 +2%
SIM
66
SummerHaven Investment Management
Connecticut
$1.12M
MCM
67
Mork Capital Management
California
$1.08M -$818K -40,660 -46%
EGM
68
Engineers Gate Manager
New York
$1.08M +$304K +15,085 +46%
RHAM
69
Round Hill Asset Management
California
$1.03M -$4.35K -216 -0.5%
VRS
70
Virginia Retirement Systems
Virginia
$969K -$82.5K -4,100 -9%
Canada Life
71
Canada Life
Manitoba, Canada
$940K -$311K -15,441 -27%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$912K -$624 -31 -0.1%
VI
73
Versor Investments
New York
$886K +$582K +28,900 +268%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$878K -$93.9K -4,666 -11%
A
75
AlphaQuest
New York
$877K +$465K +23,109 +143%