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Donnelley Financial Solutions

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3.73% less ownership

Funds ownership: 97.43%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$592M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Stephens Consulting
Michigan
$438 +$554 +10 New
RIL
227
Rothschild Investment LLC
Illinois
$437 -$1.38K -25 -71%
DWM
228
Dogwood Wealth Management
Kansas
$262
CA
229
CoreCap Advisors
Michigan
$219
GC
230
Garde Capital
Washington
$219 +$277 +5 New
TCOV
231
Trust Company of Vermont
Vermont
$175
AWM
232
Abound Wealth Management
Tennessee
$132 -$55 -1 -25%
FCMT
233
Founders Capital Management (Texas)
Texas
$87
IA
234
IFP Advisors
Florida
$87
PC
235
Port Capital
Illinois
-$23.1M -368,471 Closed
TI
236
Tidal Investments
Wisconsin
-$19.6M -312,364 Closed
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
-$6.43M -102,451 Closed
GLA
238
Great Lakes Advisors
Illinois
-$4.84M -77,212 Closed
HA
239
Homestead Advisers
Virginia
-$3.57M -56,900 Closed
SCP
240
Seizert Capital Partners
Michigan
-$3.22M -51,296 Closed
PFC
241
Phocas Financial Corp
California
-$3.18M -50,640 Closed
Federated Hermes
242
Federated Hermes
Pennsylvania
-$1.5M -23,918 Closed
Renaissance Technologies
243
Renaissance Technologies
New York
-$1.02M -16,300 Closed
BFM
244
Boothbay Fund Management
New York
-$976K -15,564 Closed
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
-$924K -14,733 Closed
PAM
246
Panagora Asset Management
Massachusetts
-$751K -11,969 Closed
SA
247
Sanctuary Advisors
Indiana
-$752K -11,214 Closed
GAM
248
Gotham Asset Management
New York
-$496K -7,902 Closed
HighTower Advisors
249
HighTower Advisors
Illinois
-$485K -7,728 Closed
Squarepoint
250
Squarepoint
New York
-$432K -6,884 Closed

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.

  • 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
  • Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
  • 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
  • The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2025.