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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
26
Public Employees Retirement Association of Colorado
Colorado
$15.1M
WC
27
Winmill & Co
New York
$15M
OKSA
28
O'Keefe Stevens Advisory
New York
$14.4M +$255K +4,953 +2%
NPIC
29
Neumeier Poma Investment Counsel
California
$13.6M -$2.8M -54,350 -20%
AIM
30
Access Investment Management
Georgia
$13.5M +$11.3M +219,270 New
MAMU
31
Marathon Asset Management (UK)
United Kingdom
$12.5M -$148K -2,864 -1%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M +$2.58M +50,000 +33%
Millennium Management
33
Millennium Management
New York
$11.9M +$1.22M +23,614 +14%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$11.1M +$1.98M +38,413 +27%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$10.9M +$2.76M +53,598 +43%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$10.5M -$252K -4,891 -3%
RA
37
Royce & Associates
New York
$10.4M +$6.82M +132,372 +357%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$9.99M -$548K -10,624 -6%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$9.58M +$7.34M +142,463 +1,115%
Bank of America
40
Bank of America
North Carolina
$9.52M +$2.54M +49,269 +47%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$8M -$621K -12,046 -8%
Principal Financial Group
42
Principal Financial Group
Iowa
$7.78M -$326K -6,329 -5%
UBS AM
43
UBS AM
Illinois
$7.71M +$1.19M +23,047 +23%
Goldman Sachs
44
Goldman Sachs
New York
$7.29M -$1.74M -33,796 -22%
HCA
45
Harbor Capital Advisors
Illinois
$6.71M +$2.46M +47,632 +78%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.61M +$1.81M +35,118 +49%
GVIC
47
Global Value Investment Corporation
Wisconsin
$6.57M -$41.5K -805 -0.7%
Raymond James Financial
48
Raymond James Financial
Florida
$6.25M -$769K -14,911 -13%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$6.11M -$1.61M -31,200 -24%
N
50
Nuveen
North Carolina
$5.4M -$1.22M -23,582 -21%

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.