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Donnelley Financial Solutions
DFIN

Overview Fund Activity

240 hedge funds and large institutions have $1.69B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
74
Reduced
93
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.5M
3
SCM
3
Simcoe Capital Management
New York
$64M
4
AIM
4
Access Investment Management
Georgia
$13.5M
5
SCM
5
Shapiro Capital Management
Georgia
$33M

Top Sellers

1
BlackRock
1
BlackRock
New York
$240M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$66.2M
3
OAM
3
Ophir Asset Management
Australia
$18.6M
4
GIP
4
Granite Investment Partners
California
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$240M 3,886,829 -383,090 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M 1,817,358 -51,351 -3%
Morgan Stanley
3
Morgan Stanley
New York
$74.5M 1,208,246 +158,523 +15%
State Street
4
State Street
Massachusetts
$70.7M 1,146,871 -48,872 -4%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$70.6M 1,145,812 -58,742 -5%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$66.2M 1,074,386 -258,389 -19%
SCM
7
Simcoe Capital Management
New York
$64M 1,037,735 +263,570 +34%
RHJA
8
Rice Hall James & Associates
California
$51.5M 834,595 +8,611 +1%
BTW
9
Boston Trust Walden
Massachusetts
$46M 746,913 -15,743 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.7M 724,617 -55,352 -7%
WHG
11
Westwood Holdings Group
Texas
$37.6M 609,939 +609,939 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.5M 608,868 -27,271 -4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37.1M 601,115 +5,472 +0.9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$36.5M 592,653 +562,144 +1,843%
FCM
15
Frontier Capital Management
Massachusetts
$34.2M 554,828 +29,849 +6%
SCM
16
Shapiro Capital Management
Georgia
$33M 534,646 +186,560 +54%
Northern Trust
17
Northern Trust
Illinois
$31.6M 513,035 -74,123 -13%
Invesco
18
Invesco
Georgia
$30.8M 500,100 +76,217 +18%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$28.4M 460,334 +29,781 +7%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$25.3M 410,773 +19,261 +5%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$23.9M 388,417 +42,064 +12%
Charles Schwab
22
Charles Schwab
California
$22.7M 368,225 -5,702 -2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$22.6M 366,904 +9,206 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$19.9M 323,471 -29,608 -8%
OAM
25
Ophir Asset Management
Australia
$18.6M 290,938 -188,358 -39%
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