209 hedge funds and large institutions have $611M invested in Deluxe in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
73
Reduced
80
Closed
24
Calls
$1.71M
Puts
$1.49M
Net Calls
+$221K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$7K +458 New
EWA
179
EverSource Wealth Advisors
Alabama
$6.97K -$190 -12 -3%
VWM
180
Vermillion Wealth Management
Minnesota
$5.67K -$553 -35 -9%
CTA
181
Colonial Trust Advisors
South Carolina
$5.57K
JWA
182
JFS Wealth Advisors
Pennsylvania
$5.55K +$95 +6 +2%
AF
183
Advisornet Financial
Minnesota
$4.74K +$3.16K +200 +200%
Bessemer Group
184
Bessemer Group
New Jersey
$3K -$78 -5 -3%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2.4K
UB
186
UMB Bank
Missouri
$2.31K -$174 -11 -7%
HT
187
Headlands Technologies
Illinois
$1.95K +$1.95K +123 New
HI
188
Harbour Investments
Wisconsin
$1.9K
FHA
189
First Horizon Advisors
Tennessee
$1.8K +$696 +44 +63%
GWM
190
Geneos Wealth Management
Colorado
$1.58K +$791 +50 +100%
PP
191
PFS Partners
New Jersey
$1.58K
C
192
Covestor
United Kingdom
$1K -$256 -20 -20%
FFA
193
Farther Finance Advisors
California
$872 -$111 -7 -11%
BIG
194
Brooklyn Investment Group
New York
$854 +$854 +54 New
GEA
195
Glen Eagle Advisors
New Jersey
$754 +$16 +1 +2%
AF
196
Allworth Financial
California
$743 +$93 +6 +14%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$618 +$523 +33 +550%
PWMG
198
Private Wealth Management Group
New Jersey
$601 -$269 -17 -31%
TWD
199
True Wealth Design
Ohio
$570 +$570 +36 New
BFS
200
Bare Financial Services
Pennsylvania
$522 +$522 +33 New