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207 hedge funds and large institutions have $735M invested in Deluxe in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $608M → $735M (+$126M)

2% more funds holding

Funds holding: 203207 (+4)

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

0.9% less ownership

Funds ownership: 85.46%84.56% (-0.9%)

14% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $2.9M

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
72
Reduced
69
Closed
21
Calls
$2.5M
Puts
$2.9M
Net Calls
-$400K
Net Calls Change
+$111K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$8.23K +$419 +23 +6%
W
177
WealthCollab
Washington
$8.17K
VWM
178
Vermillion Wealth Management
Minnesota
$7.2K +$109 +6 +2%
CTA
179
Colonial Trust Advisors
South Carolina
$6.82K
AF
180
Advisornet Financial
Minnesota
$5.81K
ASN
181
Advisory Services Network
Georgia
$5.19K +$4.88K +268 New
WANY
182
Wealthspire Advisors (New York)
New York
$4.78K +$4.5K +247 New
WA
183
Westfuller Advisors
New York
$4.65K +$4.37K +240 New
SAM
184
Smartleaf Asset Management
Massachusetts
$4.42K +$1.77K +97 +73%
SL
185
Salomon & Ludwin
Virginia
$4.32K +$4.01K +220 New
Bessemer Group
186
Bessemer Group
New Jersey
$3K +$1.57K +86 +143%
BFS
187
Bare Financial Services
Pennsylvania
$2.65K
HI
188
Harbour Investments
Wisconsin
$2.32K
PP
189
PFS Partners
New Jersey
$1.94K
PA
190
Parallel Advisors
California
$1.9K
DWM
191
Dogwood Wealth Management
Kansas
$1.8K +$1.69K +93 New
S
192
SignatureFD
Georgia
$1.49K
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$1.32K +$1.24K +68 New
QL
194
Quarry LP
New York
$1.04K +$984 +54 New
C
195
Covestor
United Kingdom
$1K -$237 -13 -17%
HFS
196
Hantz Financial Services
Michigan
$1K
CAL
197
Capital Advisors Ltd
Ohio
$1K +$528 +29 +66%
GWM
198
Geneos Wealth Management
Colorado
$968
PFBT
199
Parkside Financial Bank & Trust
Missouri
$949
UB
200
UMB Bank
Missouri
$910 +$237 +13 +38%

DLX Hedge Fund Activity: Q3 2025 in Review

207 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2025, worth a combined $735M — up 21% from $608M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DLX positions and 21 closed out — a net gain of 6 holders — while 72 added to existing stakes and 69 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $3.61M. The largest seller was BlackRock, cutting an estimated $4.83M.

  • 207 institutional investors held Deluxe (DLX) as of Q3 2025, up from 203 in Q2 2025.
  • Funds reported $735M of Deluxe stock for Q3 2025, up 21% quarter-over-quarter.
  • 27 funds opened new Deluxe positions in Q3 2025 and 21 closed out, a net change of +6 holders.
  • The largest Deluxe buyer in Q3 2025 was AQR Capital Management, an estimated $3.61M added.
  • The largest Deluxe seller in Q3 2025 was BlackRock, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2025.