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Donnelley Financial Solutions
DFIN

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
85
Reduced
81
Closed
39
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$51.8M
2
OAM
Ophir Asset Management
Australia
+$21M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.3M
5
SCM
Shapiro Capital Management
Georgia
+$7.28M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.8M
2
Invesco
Invesco
Georgia
-$26.3M
3
PC
Port Capital
Illinois
-$23.1M
4
TI
Tidal Investments
Wisconsin
-$19.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
251
Marshall Wace
United Kingdom
– -$364K -5,795 Closed
AA
252
ALPS Advisors
Colorado
– -$323K -5,150 Closed
SSA
253
Schonfeld Strategic Advisors
New York
– -$293K -4,670 Closed
QT
254
Quantbot Technologies
New York
– -$291K -4,644 Closed
CGA
255
Crescent Grove Advisors
Illinois
– -$282K -4,501 Closed
CL
256
Choreo LLC
Illinois
– -$265K -4,207 Closed
Lido Advisors
257
Lido Advisors
California
– -$260K -4,143 Closed
MOACM
258
Mutual of America Capital Management
New York
– -$252K -4,022 Closed
Nomura Holdings
259
Nomura Holdings
Japan
– -$245K -3,906 Closed
HSBC Holdings
260
HSBC Holdings
United Kingdom
– -$234K -3,741 Closed
BEAM
261
Baker Ellis Asset Management
Washington
– -$220K -3,500 Closed
Pictet Asset Management
262
Pictet Asset Management
Switzerland
– -$214K -3,407 Closed
CG
263
Caprock Group
Idaho
– -$210K -3,347 Closed
Macquarie Group
264
Macquarie Group
Australia
– -$106 -1,686 Closed
CFGS
265
Concourse Financial Group Securities
Alabama
– -$14.6K -223 Closed
ETS
266
ESL Trust Services
New York
– -$9.79K -156 Closed
LFA
267
LGT Financial Advisors
Texas
– -$4.77K -76 Closed
AS
268
Altshuler Shaham
Israel
– -$4.33K -69 Closed
EBA
269
Eagle Bay Advisors
New York
– -$1.69K -27 Closed
EWA
270
EverSource Wealth Advisors
Alabama
– -$1.32K -21 Closed
Jones Financial Companies
271
Jones Financial Companies
Missouri
– -$627 -10 Closed
CFB
272
Cullen/Frost Bankers
Texas
– -$502 -8 Closed
AWM
273
Avior Wealth Management
Nebraska
– -$62 -1 Closed
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