We are live on ! Find out more

255 hedge funds and large institutions have $1.1B invested in Deluxe in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 17

41% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $2.58M

28% more capital invested

Capital invested by funds: $852M → $1.1B (+$243M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

11% more funds holding

Funds holding: 229255 (+26)

3.46% more ownership

Funds ownership: 84.77%88.23% (+3.5%)

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
89
Reduced
78
Closed
17
Calls
$3.64M
Puts
$2.58M
Net Calls
+$1.06M
Net Calls Change
+$167K
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
201
USA Financial Formulas
Michigan
$20.4K +$19.3K +739 New
QCG
202
Quadrant Capital Group
Ohio
$19.9K
HIM
203
Hillsdale Investment Management
Ontario, Canada
$19K -$59.1K -2,260 -77%
S
204
SignatureFD
Georgia
$17.9K +$2.93K +112 +21%
TCM
205
Triumph Capital Management
Colorado
$17.7K -$2.46K -94 -13%
AF
206
Allworth Financial
California
$17.5K +$2.59K +99 +18%
TWD
207
True Wealth Design
Ohio
$15K
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$14.6K +$10.6K +406 +330%
CT
209
Colonial Trust
South Carolina
$13.8K -$13.1K -500 -50%
RF
210
Rossby Financial
Florida
$12.5K +$11.7K +449 New
Barrow, Hanley, Mewhinney & Strauss
211
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.4K
Group One Trading
212
Group One Trading
Illinois
$12.2K -$24.5K -935 -68%
Optiver Holding
213
Optiver Holding
Netherlands
$11.8K -$1.8K -69 -14%
IA
214
IFP Advisors
Florida
$11.7K
W
215
WealthCollab
Washington
$11.6K
HFS
216
Hantz Financial Services
Michigan
$11K +$863 +33 +9%
VWM
217
Vermillion Wealth Management
Minnesota
$10.5K +$131 +5 +1%
AAP
218
Arax Advisory Partners
Colorado
$9.75K +$5.33K +204 +136%
CTA
219
Colonial Trust Advisors
South Carolina
$9.69K
AFC
220
Ares Financial Consulting
California
$8.01K +$7.51K +287 New
TPWA
221
Twin Peaks Wealth Advisors
California
$7.96K +$7.56K +289 New
WA
222
Westfuller Advisors
New York
$6.78K +$52 +2 +0.8%
MCM
223
MAI Capital Management
Ohio
$6.2K +$5.65K +216 +2,400%
Bessemer Group
224
Bessemer Group
New Jersey
$6K
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$5.62K +$5.33K +204 New