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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

29% less capital invested

Capital invested by funds: $867M → $611M (-$255M)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71M
Puts
$1.49M
Net Calls
Net Calls Change
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
EWA
179
EverSource Wealth Advisors
Alabama
$6.97K
VWM
180
Vermillion Wealth Management
Minnesota
$5.67K
CTA
181
Colonial Trust Advisors
South Carolina
$5.57K
JWA
182
JFS Wealth Advisors
Pennsylvania
$5.55K
AF
183
Advisornet Financial
Minnesota
$4.74K
Bessemer Group
184
Bessemer Group
New Jersey
$3K
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2.4K
UB
186
UMB Bank
Missouri
$2.31K
HT
187
Headlands Technologies
Illinois
$1.95K
HI
188
Harbour Investments
Wisconsin
$1.9K
FHA
189
First Horizon Advisors
Tennessee
$1.8K
GWM
190
Geneos Wealth Management
Colorado
$1.58K
PP
191
PFS Partners
New Jersey
$1.58K
C
192
Covestor
United Kingdom
$1K
FFA
193
Farther Finance Advisors
California
$872
BIG
194
Brooklyn Investment Group
New York
$854
GEA
195
Glen Eagle Advisors
New Jersey
$754
AF
196
Allworth Financial
California
$743
PFBT
197
Parkside Financial Bank & Trust
Missouri
$618
PWMG
198
Private Wealth Management Group
New Jersey
$601
TWD
199
True Wealth Design
Ohio
$570
BFS
200
Bare Financial Services
Pennsylvania
$522