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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 245245 (0)

0.94% less ownership

Funds ownership: 99.67%98.72% (-0.94%)

18% less capital invested

Capital invested by funds: $1.7B → $1.39B (-$306M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
245
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
90
Reduced
83
Closed
29
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$1.36M -$39.9K -700 -3%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$1.31M +$57 +1 +0%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.23M +$1.36M +23,856 New
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.22M +$161K +2,822 +13%
LCM
80
Legato Capital Management
California
$1.2M +$229K +4,020 +21%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$1.15M +$229K +4,008 +22%
Comerica Bank
82
Comerica Bank
Texas
$1.13M +$40.8K +716 +3%
BIM
83
Bridges Investment Management
Nebraska
$1.13M +$75.9K +1,331 +6%
Creative Planning
84
Creative Planning
Kansas
$1.08M +$140K +2,462 +13%
OAM
85
OP Asset Management
$1.07M -$361K -6,320 -23%
Victory Capital Management
86
Victory Capital Management
Texas
$1.07M -$723K -12,680 -38%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$1.06M -$131K -2,301 -10%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$1M -$8.62K -151 -0.8%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$987K +$73.1K +1,282 +7%
IQI
90
Integrated Quantitative Investments
Washington
$964K +$1.07M +18,736 New
GAM
91
Gotham Asset Management
New York
$939K +$13.1K +230 +1%
Wells Fargo
92
Wells Fargo
California
$932K +$147K +2,569 +17%
ECM
93
ExodusPoint Capital Management
New York
$912K +$1.01M +17,739 New
JIR
94
James Investment Research
Ohio
$893K
MIM
95
MetLife Investment Management
New Jersey
$829K -$6.5K -114 -0.7%
FGP
96
Freestone Grove Partners
California
$828K -$295K -5,168 -24%
AA
97
Ancora Advisors
Ohio
$800K -$15.9K -278 -2%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$775K -$5.31K -93 -0.6%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$762K +$467K +8,190 +124%
IIM
100
INTECH Investment Management
Florida
$721K -$109K -1,906 -12%

DFIN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2025, worth a combined $1.39B — down 18% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Royce & Associates, adding an estimated $15.1M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $13.6M sold.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q3 2025, down 18% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q3 2025 and 29 closed out, a net change of +2 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2025 was Royce & Associates, an estimated $15.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2025 was Neumeier Poma Investment Counsel, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2025.