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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
WC
26
Winmill & Co
New York
$10.6M +$6.53M +118,000 +94%
OKSA
27
O'Keefe Stevens Advisory
New York
$10M +$339K +6,114 +3%
GIP
28
Granite Investment Partners
California
$9.86M +$2.1M +37,893 +20%
MAMU
29
Marathon Asset Management (UK)
United Kingdom
$8.99M -$1.22M -21,953 -10%
BAM
30
Burgundy Asset Management
Ontario, Canada
$8.3M +$10.5M +189,978 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$7.69M +$9.19K +166 +0.1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.55M +$575K +10,375 +6%
Millennium Management
33
Millennium Management
New York
$7.38M -$3M -54,105 -24%
Goldman Sachs
34
Goldman Sachs
New York
$6.65M -$5.7M -102,933 -40%
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.56M -$2M -36,165 -19%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$6.21M +$7.86M +142,014 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$6.2M -$1.3M -23,525 -14%
Two Sigma Investments
38
Two Sigma Investments
New York
$5.99M -$815K -14,720 -10%
Principal Financial Group
39
Principal Financial Group
Iowa
$5.79M +$186K +3,357 +3%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$5.7M -$349K -6,300 -5%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$5.42M -$1.44M -26,050 -17%
Raymond James Financial
42
Raymond James Financial
Florida
$5.08M -$2.72M -49,068 -30%
N
43
Nuveen
North Carolina
$4.86M -$2.16M -38,989 -26%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.73M +$3.33M +60,199 +125%
GVIC
45
Global Value Investment Corporation
Wisconsin
$4.7M +$2.87M +51,914 +94%
UBS Group
46
UBS Group
Switzerland
$4.61M +$3.81M +68,885 +188%
Bank of America
47
Bank of America
North Carolina
$4.59M -$347K -6,260 -6%
UBS AM
48
UBS AM
Illinois
$4.46M +$92.7K +1,674 +2%
Citadel Advisors
49
Citadel Advisors
Florida
$4.35M +$1.04M +18,698 +23%
Fisher Asset Management
50
Fisher Asset Management
Washington
$4M -$676K -12,215 -12%

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.