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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
BlackRock
1
BlackRock
New York
$150M +$3.15M +156,378 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$705K +35,030 +0.7%
State Street
3
State Street
Massachusetts
$65.1M +$507K +25,202 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.2M +$1.16M +57,743 +2%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$46.5M +$178K +8,823 +0.4%
LSV Asset Management
6
LSV Asset Management
Illinois
$43.1M +$2.27M +113,026 +6%
Charles Schwab
7
Charles Schwab
California
$24.8M +$2.74M +136,139 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.5M -$246K -12,208 -1%
Prudential Financial
9
Prudential Financial
New Jersey
$17.9M -$545K -27,060 -3%
Goldman Sachs
10
Goldman Sachs
New York
$16.2M +$1.23M +61,058 +9%
Morgan Stanley
11
Morgan Stanley
New York
$16.1M -$899K -44,667 -6%
Invesco
12
Invesco
Georgia
$15.2M +$4.97M +246,767 +57%
American Century Companies
13
American Century Companies
Missouri
$15.2M -$11.4M -567,304 -46%
AQR Capital Management
14
AQR Capital Management
Connecticut
$14.5M -$1.88M -93,646 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14M -$590K -29,328 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.8M +$262K +13,013 +2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$13.7M +$200K +9,914 +2%
BCM
18
Bridgeway Capital Management
Texas
$13.1M -$1.06M -52,600 -8%
Northern Trust
19
Northern Trust
Illinois
$11.2M -$437K -21,695 -4%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.97M +$285K +14,171 +4%
N
21
Nuveen
North Carolina
$7.11M +$172K +8,522 +3%
Bank of America
22
Bank of America
North Carolina
$6.2M -$667K -33,130 -11%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.79M -$44.4K -2,204 -1%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$4.79M +$717K +35,615 +20%
IA
25
Icon Advisers
Colorado
$4.69M +$4.23M +210,000 New