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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$984 +$825 +16 New
ACM
227
Anfield Capital Management
California
$925
GRP
228
Global Retirement Partners
California
$925 +$773 +15 New
TWC
229
TD Waterhouse Canada
Ontario, Canada
$679 -$722 -14 -56%
TWD
230
True Wealth Design
Ohio
$679
LFG
231
Larson Financial Group
Missouri
$678 -$361 -7 -39%
BI
232
Binnacle Investments
Iowa
$678
LWMI
233
Legacy Wealth Management (Idaho)
Idaho
$617 -$825 -16 -62%
LIS
234
Legacy Investment Solutions
Idaho
$617 +$515 +10 New
DWM
235
Dogwood Wealth Management
Kansas
$386
EP
236
Essential Partners
California
$370 +$309 +6 New
GC
237
Garde Capital
Washington
$309
PA
238
Parallel Advisors
California
$308 -$1.55K -30 -86%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$308 -$309 -6 -55%
CA
240
CoreCap Advisors
Michigan
$308
TCOV
241
Trust Company of Vermont
Vermont
$247
AWM
242
Abound Wealth Management
Tennessee
$185
FCMT
243
Founders Capital Management (Texas)
Texas
$123
TPWA
244
Twin Peaks Wealth Advisors
California
$56 +$52 +1 New
GIP
245
Granite Investment Partners
California
-$9.86M -225,687 Closed
BAM
246
Burgundy Asset Management
Ontario, Canada
-$8.3M -189,978 Closed
Voloridge Investment Management
247
Voloridge Investment Management
Florida
-$4.73M -108,265 Closed
WG
248
Winton Group
United Kingdom
-$976K -22,333 Closed
Verition Fund Management
249
Verition Fund Management
Connecticut
-$858K -19,619 Closed
AG
250
Algert Global
California
-$705K -16,126 Closed

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.