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Donnelley Financial Solutions
DFIN

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
85
Reduced
81
Closed
39
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$51.8M
2
OAM
Ophir Asset Management
Australia
+$21M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.3M
5
SCM
Shapiro Capital Management
Georgia
+$7.28M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.8M
2
Invesco
Invesco
Georgia
-$26.3M
3
PC
Port Capital
Illinois
-$23.1M
4
TI
Tidal Investments
Wisconsin
-$19.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Stephens Consulting
Michigan
$438 +$438 +10 New
RIL
227
Rothschild Investment LLC
Illinois
$437 -$1.09K -25 -71%
DWM
228
Dogwood Wealth Management
Kansas
$262 – – –
CA
229
CoreCap Advisors
Michigan
$219 – – –
GC
230
Garde Capital
Washington
$219 +$219 +5 New
TCOV
231
Trust Company of Vermont
Vermont
$175 – – –
AWM
232
Abound Wealth Management
Tennessee
$132 -$44 -1 -25%
IA
233
IFP Advisors
Florida
$87 -$125 – –
FCMT
234
Founders Capital Management (Texas)
Texas
$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
GAM
247
Gotham Asset Management
New York
– -$496K -7,902 Closed
HighTower Advisors
248
HighTower Advisors
Illinois
– -$485K -7,728 Closed
Squarepoint
249
Squarepoint
New York
– -$432K -6,884 Closed
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
– -$402K -6,409 Closed
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