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Deluxe
DLX

Overview Fund Activity

203 hedge funds and large institutions have $609M invested in Deluxe in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
82
Reduced
64
Closed
33
Calls
$1.92M
Puts
$2.43M
Net Calls
-$511K
Net Calls Change
-$732K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$8.64M
2
BCM
2
Bridgeway Capital Management
Texas
$10.1M
3
Charles Schwab
3
Charles Schwab
California
$12.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.7M
5
TI
5
Trexquant Investment
Connecticut
$2.33M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$6.82M
3
American Century Companies
3
American Century Companies
Missouri
$22.1M
4
SEI Investments
4
SEI Investments
Pennsylvania
$529K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
176
Brooklyn Investment Group
New York
$4.9K +$4.04K +254 +470%
TWD
177
True Wealth Design
Ohio
$4.81K +$4.23K +266 +739%
AF
178
Advisornet Financial
Minnesota
$4.77K – – –
AF
179
Allworth Financial
California
$3.61K +$2.85K +179 +373%
MCM
180
MAI Capital Management
Ohio
$2.88K +$2.88K +181 New
CA
181
Clearstead Advisors
Ohio
$2.79K +$2.79K +175 New
AAP
182
Arax Advisory Partners
Colorado
$2.31K +$2.31K +145 New
BFS
183
Bare Financial Services
Pennsylvania
$2.18K +$1.66K +104 +315%
SAM
184
Smartleaf Asset Management
Massachusetts
$2.09K -$15K -946 -88%
HI
185
Harbour Investments
Wisconsin
$1.91K – – –
PP
186
PFS Partners
New Jersey
$1.59K – – –
FHA
187
First Horizon Advisors
Tennessee
$1.58K -$239 -15 -13%
PA
188
Parallel Advisors
California
$1.56K +$1.37K +86 +717%
S
189
SignatureFD
Georgia
$1.23K -$7.02K -441 -85%
CAL
190
Capital Advisors Ltd
Ohio
$1K -$10.5K -460 -91%
Bessemer Group
191
Bessemer Group
New Jersey
$1K -$2.2K -132 -69%
C
192
Covestor
United Kingdom
$1K – – –
GWM
193
Geneos Wealth Management
Colorado
$796 -$796 -50 -50%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$780 +$159 +10 +26%
PWMG
195
Private Wealth Management Group
New Jersey
$637 +$32 +2 +5%
UB
196
UMB Bank
Missouri
$541 -$1.78K -112 -77%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$493 – – –
Jones Financial Companies
198
Jones Financial Companies
Missouri
$397 +$397 +25 New
FFA
199
Farther Finance Advisors
California
$207 -$669 -42 -76%
SS
200
SBI Securities
Japan
$207 +$159 +10 +333%
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8
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