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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
BlackRock
1
BlackRock
New York
$127M -$4.83M -265,201 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.3M -$3.7M -203,083 -4%
State Street
3
State Street
Massachusetts
$56M +$2.56M +140,612 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.2M +$370K +20,323 +0.8%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$40.1M -$401K -22,021 -1%
LSV Asset Management
6
LSV Asset Management
Illinois
$35.2M -$1.68M -92,166 -5%
American Century Companies
7
American Century Companies
Missouri
$24.1M -$2.63M -144,125 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.6M +$86.3K +4,739 +0.4%
Charles Schwab
9
Charles Schwab
California
$18.8M +$2.92M +160,158 +20%
Prudential Financial
10
Prudential Financial
New Jersey
$16M +$1.64M +89,950 +12%
Morgan Stanley
11
Morgan Stanley
New York
$14.8M +$2.89M +158,468 +26%
AQR Capital Management
12
AQR Capital Management
Connecticut
$14.4M +$3.61M +198,400 +37%
Goldman Sachs
13
Goldman Sachs
New York
$12.9M +$897K +49,254 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.7M -$267K -14,630 -2%
BCM
15
Bridgeway Capital Management
Texas
$12.4M +$86.5K +4,751 +0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.8M -$236K -12,951 -2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$11.7M +$969K +53,202 +10%
Northern Trust
18
Northern Trust
Illinois
$10.1M -$114K -6,277 -1%
Invesco
19
Invesco
Georgia
$8.41M +$103K +5,646 +1%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M +$1.06M +58,398 +21%
Bank of America
21
Bank of America
North Carolina
$6.01M -$210K -11,522 -4%
N
22
Nuveen
North Carolina
$6M -$22.2K -1,219 -0.4%
EF
23
Empowered Funds
Pennsylvania
$4.76M +$86.5K +4,751 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.19M -$93.5K -5,130 -2%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$3.72M -$19.8K -1,088 -0.6%

DLX Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 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.