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203 hedge funds and large institutions have $608M 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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 64

1% less capital invested

Capital invested by funds: $612M → $608M (-$3.46M)

1.07% less ownership

Funds ownership: 86.53%85.46% (-1.1%)

3% less funds holding

Funds holding: 209203 (-6)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

21% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $2.43M

Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
82
Reduced
64
Closed
34
Calls
$1.92M
Puts
$2.43M
Net Calls
-$511K
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
176
Brooklyn Investment Group
New York
$4.9K +$3.82K +254 +470%
TWD
177
True Wealth Design
Ohio
$4.8K +$4K +266 +739%
AF
178
Advisornet Financial
Minnesota
$4.77K
AF
179
Allworth Financial
California
$3.61K +$2.69K +179 +373%
MCM
180
MAI Capital Management
Ohio
$2.88K +$2.73K +181 New
CA
181
Clearstead Advisors
Ohio
$2.79K +$2.63K +175 New
AAP
182
Arax Advisory Partners
Colorado
$2.31K +$2.18K +145 New
BFS
183
Bare Financial Services
Pennsylvania
$2.18K +$1.57K +104 +315%
SAM
184
Smartleaf Asset Management
Massachusetts
$2.09K -$14.2K -946 -88%
HI
185
Harbour Investments
Wisconsin
$1.91K
PP
186
PFS Partners
New Jersey
$1.59K
FHA
187
First Horizon Advisors
Tennessee
$1.57K -$226 -15 -13%
PA
188
Parallel Advisors
California
$1.56K +$1.29K +86 +717%
S
189
SignatureFD
Georgia
$1.23K -$6.64K -441 -85%
CAL
190
Capital Advisors Ltd
Ohio
$1K -$6.93K -460 -91%
Bessemer Group
191
Bessemer Group
New Jersey
$1K -$1.99K -132 -69%
C
192
Covestor
United Kingdom
$1K
GWM
193
Geneos Wealth Management
Colorado
$796 -$753 -50 -50%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$780 +$151 +10 +26%
PWMG
195
Private Wealth Management Group
New Jersey
$637 +$30 +2 +5%
UB
196
UMB Bank
Missouri
$541 -$1.69K -112 -77%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$493
Jones Financial Companies
198
Jones Financial Companies
Missouri
$397 +$376 +25 New
FFA
199
Farther Finance Advisors
California
$207 -$632 -42 -76%
SS
200
SBI Securities
Japan
$207 +$151 +10 +333%

DLX Hedge Fund Activity: Q2 2025 in Review

203 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q2 2025, worth a combined $608M — down 0.57% from $612M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of DLX and 29 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 82 added.

The largest buyer was AQR Capital Management, adding an estimated $4.08M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $19.3M sold.

  • 203 institutional investors held Deluxe (DLX) as of Q2 2025, down from 209 in Q1 2025.
  • Funds reported $608M of Deluxe stock for Q2 2025, down 0.57% quarter-over-quarter.
  • 29 funds opened new Deluxe positions in Q2 2025 and 34 closed out, a net change of -5 holders.
  • The largest Deluxe buyer in Q2 2025 was AQR Capital Management, an estimated $4.08M added.
  • The largest Deluxe seller in Q2 2025 was William Blair Investment Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2025.