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Donnelley Financial Solutions

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3.73% less ownership

Funds ownership: 97.43%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$592M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
-$402K -6,409 Closed
Marshall Wace
252
Marshall Wace
United Kingdom
-$364K -5,795 Closed
AA
253
ALPS Advisors
Colorado
-$323K -5,150 Closed
SSA
254
Schonfeld Strategic Advisors
New York
-$293K -4,670 Closed
QT
255
Quantbot Technologies
New York
-$291K -4,644 Closed
CGA
256
Crescent Grove Advisors
Illinois
-$282K -4,501 Closed
CL
257
Choreo LLC
Illinois
-$265K -4,207 Closed
Lido Advisors
258
Lido Advisors
California
-$260K -4,143 Closed
MOACM
259
Mutual of America Capital Management
New York
-$252K -4,022 Closed
Nomura Holdings
260
Nomura Holdings
Japan
-$245K -3,906 Closed
HSBC Holdings
261
HSBC Holdings
United Kingdom
-$234K -3,741 Closed
BEAM
262
Baker Ellis Asset Management
Washington
-$220K -3,500 Closed
Pictet Asset Management
263
Pictet Asset Management
Switzerland
-$214K -3,407 Closed
CG
264
Caprock Group
Idaho
-$210K -3,347 Closed
Macquarie Group
265
Macquarie Group
Australia
-$106 -1,686 Closed
CFGS
266
Concourse Financial Group Securities
Alabama
-$14.6K -223 Closed
ETS
267
ESL Trust Services
New York
-$9.79K -156 Closed
LFA
268
LGT Financial Advisors
Texas
-$4.77K -76 Closed
AS
269
Altshuler Shaham
Israel
-$4.33K -69 Closed
EBA
270
Eagle Bay Advisors
New York
-$1.69K -27 Closed
EWA
271
EverSource Wealth Advisors
Alabama
-$1.32K -21 Closed
Jones Financial Companies
272
Jones Financial Companies
Missouri
-$627 -10 Closed
CFB
273
Cullen/Frost Bankers
Texas
-$502 -8 Closed
AWM
274
Avior Wealth Management
Nebraska
-$62 -1 Closed

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.

  • 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
  • Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
  • 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
  • The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2025.