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229 hedge funds and large institutions have $852M invested in Deluxe in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

64% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.4M

16% more capital invested

Capital invested by funds: $735M → $852M (+$117M)

11% more funds holding

Funds holding: 207229 (+22)

0.21% more ownership

Funds ownership: 84.56%84.77% (+0.21%)

5% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 82

Holders
229
Holders Change
+22
Holders Change %
+10.63%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
78
Reduced
82
Closed
14
Calls
$2.29M
Puts
$1.4M
Net Calls
+$893K
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Bare Financial Services
Pennsylvania
$3.06K
HI
202
Harbour Investments
Wisconsin
$2.9K +$201 +10 +8%
PA
203
Parallel Advisors
California
$2.86K +$604 +30 +31%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$2.75K +$1.11K +55 +81%
ACM
205
Aster Capital Management
United Arab Emirates
$2.37K +$2.13K +106 New
PP
206
PFS Partners
New Jersey
$2.23K
OW
207
Olistico Wealth
Oklahoma
$2.23K +$2.01K +100 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$1.76K +$604 +30 +61%
DWM
209
Dogwood Wealth Management
Kansas
$1.68K -$362 -18 -19%
GWM
210
Geneos Wealth Management
Colorado
$1.12K
CAL
211
Capital Advisors Ltd
Ohio
$1K -$282 -14 -19%
C
212
Covestor
United Kingdom
$1K -$221 -11 -17%
PWMG
213
Private Wealth Management Group
New Jersey
$894
SS
214
Sunbelt Securities
Texas
$782
CFM
215
Cornerstone Financial Management
Massachusetts
$737 +$664 +33 New
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$692
NA
217
NewEdge Advisors
Louisiana
$291 +$262 +13 New
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$268
CAM
219
Costello Asset Management
Pennsylvania
$267
CA
220
Clearstead Advisors
Ohio
$224 -$8.86K -440 -98%
AW
221
Ankerstar Wealth
Texas
$223 +$201 +10 New
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$223 +$201 +10 New
SS
223
SBI Securities
Japan
$201 -$60 -3 -25%
MCM
224
MAI Capital Management
Ohio
$201 +$181 +9 New
KG
225
Kilter Group
New York
$157 +$141 +7 New