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Donnelley Financial Solutions

243 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, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

6.02% more ownership

Funds ownership: 93.58%99.6% (+6%)

4% more funds holding

Funds holding: 233243 (+10)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
$73K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Anfield Capital Management
California
$925
GRP
227
Global Retirement Partners
California
$925
TWC
228
TD Waterhouse Canada
Ontario, Canada
$679
TWD
229
True Wealth Design
Ohio
$679
LFG
230
Larson Financial Group
Missouri
$678
BI
231
Binnacle Investments
Iowa
$678
LWMI
232
Legacy Wealth Management (Idaho)
Idaho
$617
LIS
233
Legacy Investment Solutions
Idaho
$617
DWM
234
Dogwood Wealth Management
Kansas
$386
GC
235
Garde Capital
Washington
$309
PA
236
Parallel Advisors
California
$308
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$308
CA
238
CoreCap Advisors
Michigan
$308
TCOV
239
Trust Company of Vermont
Vermont
$247
AWM
240
Abound Wealth Management
Tennessee
$185
FCMT
241
Founders Capital Management (Texas)
Texas
$123
TPWA
242
Twin Peaks Wealth Advisors
California
$56
GIP
243
Granite Investment Partners
California
BAM
244
Burgundy Asset Management
Ontario, Canada
Voloridge Investment Management
245
Voloridge Investment Management
Florida
WG
246
Winton Group
United Kingdom
Verition Fund Management
247
Verition Fund Management
Connecticut
AG
248
Algert Global
California
XT
249
XTX Topco
Cayman Islands
CF
250
Corebridge Financial
Texas