226 hedge funds and large institutions have $851M invested in Deluxe in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
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
$2.29M
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$2.75K
ACM
202
Aster Capital Management
United Arab Emirates
$2.37K
PP
203
PFS Partners
New Jersey
$2.23K
OW
204
Olistico Wealth
Oklahoma
$2.23K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$1.76K
DWM
206
Dogwood Wealth Management
Kansas
$1.68K
GWM
207
Geneos Wealth Management
Colorado
$1.12K
CAL
208
Capital Advisors Ltd
Ohio
$1K
C
209
Covestor
United Kingdom
$1K
PWMG
210
Private Wealth Management Group
New Jersey
$894
SS
211
Sunbelt Securities
Texas
$782
CFM
212
Cornerstone Financial Management
Massachusetts
$737
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$692
NA
214
NewEdge Advisors
Louisiana
$291
AGWCA
215
Annis Gardner Whiting Capital Advisors
Florida
$268
CAM
216
Costello Asset Management
Pennsylvania
$267
CA
217
Clearstead Advisors
Ohio
$224
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$223
AW
219
Ankerstar Wealth
Texas
$223
SS
220
SBI Securities
Japan
$201
MCM
221
MAI Capital Management
Ohio
$201
KG
222
Kilter Group
New York
$157
AssetMark Inc
223
AssetMark Inc
California
$112
RJA
224
Ross\Johnson & Associates
Minnesota
$89
GWM
225
Gilpin Wealth Management
Colorado
$67