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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 245245 (0)

0.94% less ownership

Funds ownership: 99.67%98.72% (-0.94%)

18% less capital invested

Capital invested by funds: $1.7B → $1.39B (-$306M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
245
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
90
Reduced
83
Closed
29
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Clearstead Trust
Maine
$1.03K
SIC
227
SJS Investment Consulting
Ohio
$875
TPBG
228
Turning Point Benefit Group
Maryland
$831 +$913 +16 New
Jones Financial Companies
229
Jones Financial Companies
Missouri
$823
ACM
230
Anfield Capital Management
California
$771
GRP
231
Global Retirement Partners
California
$771
SS
232
Sunbelt Securities
Texas
$720 +$799 +14 New
TWC
233
TD Waterhouse Canada
Ontario, Canada
$573
BI
234
Binnacle Investments
Iowa
$566
TWD
235
True Wealth Design
Ohio
$566
LWMI
236
Legacy Wealth Management (Idaho)
Idaho
$515
DWM
237
Dogwood Wealth Management
Kansas
$309
CA
238
CoreCap Advisors
Michigan
$257
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257
PA
240
Parallel Advisors
California
$257
TCOV
241
Trust Company of Vermont
Vermont
$206
AWM
242
Abound Wealth Management
Tennessee
$155
FCMT
243
Founders Capital Management (Texas)
Texas
$103
TFM
244
TFC Financial Management
Massachusetts
$52 +$57 +1 New
CIAM
245
Caitong International Asset Management
Hong Kong
$51 -$28.9K -506 -100%
NPIC
246
Neumeier Poma Investment Counsel
California
-$13.6M -220,730 Closed
Arrowstreet Capital
247
Arrowstreet Capital
Massachusetts
-$4.75M -76,988 Closed
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
-$2.55M -41,436 Closed
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.66M -26,869 Closed
TI
250
Trexquant Investment
Connecticut
-$1.32M -21,492 Closed

DFIN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2025, worth a combined $1.39B — down 18% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Royce & Associates, adding an estimated $15.1M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $13.6M sold.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q3 2025, down 18% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q3 2025 and 29 closed out, a net change of +2 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2025 was Royce & Associates, an estimated $15.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2025 was Neumeier Poma Investment Counsel, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2025.