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Donnelley Financial Solutions
DFIN

Overview Fund Activity

242 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.25%
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
75
Reduced
94
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
SCM
4
Shapiro Capital Management
Georgia
$33M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$925 +$925 +15 New
TWC
227
TD Waterhouse Canada
Ontario, Canada
$679 -$864 -14 -56%
TWD
228
True Wealth Design
Ohio
$679 – – –
LFG
229
Larson Financial Group
Missouri
$678 -$431 -7 -39%
BI
230
Binnacle Investments
Iowa
$678 – – –
LWMI
231
Legacy Wealth Management (Idaho)
Idaho
$617 -$987 -16 -62%
LIS
232
Legacy Investment Solutions
Idaho
$617 +$617 +10 New
DWM
233
Dogwood Wealth Management
Kansas
$386 – – –
GC
234
Garde Capital
Washington
$309 – – –
PA
235
Parallel Advisors
California
$308 -$1.85K -30 -86%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$308 -$370 -6 -55%
CA
237
CoreCap Advisors
Michigan
$308 – – –
TCOV
238
Trust Company of Vermont
Vermont
$247 – – –
AWM
239
Abound Wealth Management
Tennessee
$185 – – –
FCMT
240
Founders Capital Management (Texas)
Texas
$123 – – –
TPWA
241
Twin Peaks Wealth Advisors
California
$56 +$56 +1 New
GIP
242
Granite Investment Partners
California
– -$9.86M -225,687 Closed
BAM
243
Burgundy Asset Management
Ontario, Canada
– -$8.3M -189,978 Closed
Voloridge Investment Management
244
Voloridge Investment Management
Florida
– -$4.73M -108,265 Closed
WG
245
Winton Group
United Kingdom
– -$976K -22,333 Closed
Verition Fund Management
246
Verition Fund Management
Connecticut
– -$858K -19,619 Closed
AG
247
Algert Global
California
– -$705K -16,126 Closed
XT
248
XTX Topco
Cayman Islands
– -$667K -15,258 Closed
CF
249
Corebridge Financial
Texas
– -$639K -14,608 Closed
OAC
250
OMERS Administration Corp
Ontario, Canada
– -$577K -13,200 Closed
7 8 9
10
11