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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
Goldman Sachs
26
Goldman Sachs
New York
$9.31M +$2.99M +61,886 +45%
WC
27
Winmill & Co
New York
$9.14M -$2.28M -47,141 -19%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$8.95M -$6.7M -138,532 -42%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$8.08M +$2.93M +60,516 +54%
Bank of America
30
Bank of America
North Carolina
$7.59M -$422K -8,730 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$7.09M -$630K -13,029 -8%
MAMU
32
Marathon Asset Management (UK)
United Kingdom
$6.36M -$640K -13,230 -9%
UBS Group
33
UBS Group
Switzerland
$6.27M +$4.24M +87,730 +188%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.92M -$296K -6,125 -5%
Jane Street
35
Jane Street
New York
$5.11M +$1.01M +20,882 +24%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.81M -$966K -19,972 -16%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.29M -$747K -15,437 -14%
Millennium Management
38
Millennium Management
New York
$4.27M +$4.04M +83,633 +1,081%
Invesco
39
Invesco
Georgia
$4.05M -$15.4M -317,603 -79%
N
40
Nuveen
North Carolina
$3.92M -$91.5K -1,893 -2%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.78M +$1.06M +21,955 +37%
UBS AM
42
UBS AM
Illinois
$3.55M +$74.6K +1,543 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.42M -$306K -6,334 -8%
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$3.39M +$848K +17,534 +32%
IP
45
Isthmus Partners
Wisconsin
$3.32M +$613K +12,679 +22%
GC
46
Globeflex Capital
California
$3.2M
Legal & General Group
47
Legal & General Group
United Kingdom
$3.18M -$148K -3,058 -4%
CAM
48
Cresset Asset Management
Illinois
$3.05M -$2.23K -46 -0.1%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$2.94M +$3.04M +62,934 New
Prudential Financial
50
Prudential Financial
New Jersey
$2.88M +$157K +3,251 +6%