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209 hedge funds and large institutions have $612M invested in Deluxe in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.49M

0% more funds holding

Funds holding: 209209 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0.13% less ownership

Funds ownership: 86.66%86.53% (-0.13%)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

29% less capital invested

Capital invested by funds: $867M → $612M (-$255M)

Holders
209
Holders Change
Holders Change %
0%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
73
Reduced
82
Closed
24
Calls
$1.71M
Puts
$1.49M
Net Calls
+$221K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WealthCollab
Washington
$7.12K
Barrow, Hanley, Mewhinney & Strauss
177
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.11K
HCA
178
Harbor Capital Advisors
Illinois
$7K +$8.68K +458 New
EWA
179
EverSource Wealth Advisors
Alabama
$6.97K -$227 -12 -3%
VWM
180
Vermillion Wealth Management
Minnesota
$5.67K -$663 -35 -9%
CTA
181
Colonial Trust Advisors
South Carolina
$5.57K
JWA
182
JFS Wealth Advisors
Pennsylvania
$5.55K +$114 +6 +2%
AF
183
Advisornet Financial
Minnesota
$4.74K +$3.79K +200 +200%
Bessemer Group
184
Bessemer Group
New Jersey
$3K -$95 -5 -3%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2.4K
UB
186
UMB Bank
Missouri
$2.31K -$208 -11 -7%
HT
187
Headlands Technologies
Illinois
$1.95K +$2.33K +123 New
HI
188
Harbour Investments
Wisconsin
$1.9K
FHA
189
First Horizon Advisors
Tennessee
$1.8K +$834 +44 +63%
GWM
190
Geneos Wealth Management
Colorado
$1.58K +$947 +50 +100%
PP
191
PFS Partners
New Jersey
$1.58K
C
192
Covestor
United Kingdom
$1K -$379 -20 -20%
FFA
193
Farther Finance Advisors
California
$872 -$133 -7 -11%
BIG
194
Brooklyn Investment Group
New York
$854 +$1.02K +54 New
GEA
195
Glen Eagle Advisors
New Jersey
$754 +$19 +1 +2%
AF
196
Allworth Financial
California
$743 +$114 +6 +14%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$618 +$625 +33 +550%
PWMG
198
Private Wealth Management Group
New Jersey
$601 -$322 -17 -31%
TWD
199
True Wealth Design
Ohio
$570 +$682 +36 New
BFS
200
Bare Financial Services
Pennsylvania
$522 +$625 +33 New

DLX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2025, worth a combined $612M — down 29% from $867M a quarter earlier.

Fund positioning in DLX was balanced in Q1 2025: 24 funds opened new positions, 24 closed out, 73 added to existing stakes and 82 trimmed.

The largest buyer was State Street, adding an estimated $16.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $9.22M sold.

  • 209 institutional investors held Deluxe (DLX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $612M of Deluxe stock for Q1 2025, down 29% quarter-over-quarter.
  • 24 funds opened new Deluxe positions in Q1 2025 and 24 closed out, a net change of 0 holders.
  • The largest Deluxe buyer in Q1 2025 was State Street, an estimated $16.2M added.
  • The largest Deluxe seller in Q1 2025 was Arrowstreet Capital, an estimated $9.22M sold.

Based on aggregated 13F filings for Q1 2025.