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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
Pictet Asset Management
251
Pictet Asset Management
Switzerland
-$205K -3,985 Closed
OKSA
252
O'Keefe Stevens Advisory
New York
-$204K -3,970 Closed
MSRPS
253
Maryland State Retirement & Pension System
Maryland
-$203K -3,953 Closed
CG
254
Caprock Group
Idaho
-$201K -3,535 Closed
AT
255
Arlington Trust
Alabama
-$143K -2,775 Closed
SIC
256
Salem Investment Counselors
North Carolina
-$31K -603 Closed
Macquarie Group
257
Macquarie Group
Australia
-$19.7K -383 Closed
MG
258
Mather Group
Illinois
-$10.5K -205 Closed
Simplex Trading
259
Simplex Trading
Illinois
-$9K -188 Closed
Optiver Holding
260
Optiver Holding
Netherlands
-$9.57K -186 Closed
PS
261
Principal Securities
Iowa
-$6.89K -134 Closed
AS
262
Altshuler Shaham
Israel
-$3.91K -76 Closed
WANY
263
Wealthspire Advisors (New York)
New York
-$3.04K -59 Closed
QL
264
Quarry LP
New York
-$2.31K -45 Closed
JWM
265
JPL Wealth Management
Colorado
-$1.8K -35 Closed
CT
266
Clearstead Trust
Maine
-$1.03K -20 Closed
TPBG
267
Turning Point Benefit Group
Maryland
-$831 -16 Closed
TWC
268
TD Waterhouse Canada
Ontario, Canada
-$573 -11 Closed
TWD
269
True Wealth Design
Ohio
-$566 -11 Closed
TCOV
270
Trust Company of Vermont
Vermont
-$206 -4 Closed