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Donnelley Financial Solutions

236 hedge funds and large institutions have $1.18B invested in Donnelley Financial Solutions in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 245236 (-9)

3.79% less ownership

Funds ownership: 98.72%94.93% (-3.8%)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$216M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
63
Reduced
99
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Aster Capital Management
United Arab Emirates
$327 +$339 +7 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$327 +$339 +7 New
EP
228
Essential Partners
California
$280 -$967 -20 -77%
DWM
229
Dogwood Wealth Management
Kansas
$280
CA
230
CoreCap Advisors
Michigan
$233
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233
PA
232
Parallel Advisors
California
$233
AWM
233
Abound Wealth Management
Tennessee
$141
FCMT
234
Founders Capital Management (Texas)
Texas
$93
TFM
235
TFC Financial Management
Massachusetts
$47
GWM
236
Gilpin Wealth Management
Colorado
$47 +$48 +1 New
OAM
237
Ophir Asset Management
Australia
-$27.4M -532,816 Closed
WG
238
Winton Group
United Kingdom
-$3.39M -65,884 Closed
HighTower Advisors
239
HighTower Advisors
Illinois
-$1.23M -23,856 Closed
BIM
240
Bridges Investment Management
Nebraska
-$1.13M -22,015 Closed
OAM
241
OP Asset Management
-$1.07M -20,809 Closed
GCP
242
GSA Capital Partners
United Kingdom
-$621K -12,072 Closed
CCM
243
Corsair Capital Management
New York
-$445K -8,655 Closed
EGM
244
Engineers Gate Manager
New York
-$343K -6,675 Closed
Nomura Holdings
245
Nomura Holdings
Japan
-$243K -4,733 Closed
DCM
246
DGS Capital Management
New Jersey
-$241K -4,692 Closed
Amundi
247
Amundi
France
-$245K -4,504 Closed
BC
248
Bridgefront Capital
Texas
-$227K -4,416 Closed
CA
249
Clearstead Advisors
Ohio
-$221K -4,300 Closed
Mariner
250
Mariner
Kansas
-$209K -4,060 Closed