204 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, 83 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

21% less call options, than puts

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

Holders
204
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
$1.92M
Puts
$2.43M
Net Calls
Net Calls Change

Top Sellers

1 -$19.3M
2 -$5.03M
3 -$3.53M
4
SEI Investments
SEI Investments
Pennsylvania
-$3.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
176
Colonial Trust Advisors
South Carolina
$5.6K
BIG
177
Brooklyn Investment Group
New York
$4.9K
TWD
178
True Wealth Design
Ohio
$4.8K
AF
179
Advisornet Financial
Minnesota
$4.77K
AF
180
Allworth Financial
California
$3.61K
MCM
181
MAI Capital Management
Ohio
$2.88K
CA
182
Clearstead Advisors
Ohio
$2.79K
AAP
183
Arax Advisory Partners
Colorado
$2.31K
BFS
184
Bare Financial Services
Pennsylvania
$2.18K
SAM
185
Smartleaf Asset Management
Massachusetts
$2.09K
HI
186
Harbour Investments
Wisconsin
$1.91K
PP
187
PFS Partners
New Jersey
$1.59K
FHA
188
First Horizon Advisors
Tennessee
$1.57K
PA
189
Parallel Advisors
California
$1.56K
S
190
SignatureFD
Georgia
$1.23K
CAL
191
Capital Advisors Ltd
Ohio
$1K
Bessemer Group
192
Bessemer Group
New Jersey
$1K
C
193
Covestor
United Kingdom
$1K
GWM
194
Geneos Wealth Management
Colorado
$796
PFBT
195
Parkside Financial Bank & Trust
Missouri
$780
PWMG
196
Private Wealth Management Group
New Jersey
$637
UB
197
UMB Bank
Missouri
$541
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$493
Jones Financial Companies
199
Jones Financial Companies
Missouri
$397
FFA
200
Farther Finance Advisors
California
$207