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Donnelley Financial Solutions
DFIN

Overview Fund Activity

242 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
75
Reduced
94
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$37.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$34.7M
3
SCM
Simcoe Capital Management
New York
+$16.2M
4
SCM
Shapiro Capital Management
Georgia
+$11.5M
5
Morgan Stanley
Morgan Stanley
New York
+$9.77M

Top Sellers

1
BlackRock
BlackRock
New York
-$23.6M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$15.9M
3
OAM
Ophir Asset Management
Australia
-$12M
4
GIP
Granite Investment Partners
California
-$9.86M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$1.1M +$9.93K +161 +0.9%
JIR
102
James Investment Research
Ohio
$1.07M – – –
MIM
103
MetLife Investment Management
New Jersey
$1M – – –
IIM
104
INTECH Investment Management
Florida
$982K -$639K -10,358 -39%
AA
105
Ancora Advisors
Ohio
$976K – – –
Wells Fargo
106
Wells Fargo
California
$959K -$120K -1,943 -11%
GI
107
GAMCO Investors
Connecticut
$944K -$2.16K -35 -0.2%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$934K +$28.4K +462 +3%
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$900K -$129K -2,092 -13%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$832K -$30.8K -499 -4%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$831K +$303K +4,916 +57%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$826K -$108K -1,756 -12%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$783K +$604K +9,809 +338%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$734K -$37K -600 -5%
Stifel Financial
115
Stifel Financial
Missouri
$711K -$39.9K -647 -5%
MML Investors Services
116
MML Investors Services
Massachusetts
$663K +$75.6K +1,226 +13%
RWM
117
Ritholtz Wealth Management
New York
$649K -$178K -2,885 -22%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$635K -$185K -3,000 -23%
NAM
119
NorthCrest Asset Manangement
Minnesota
$632K +$12.7K +200 +2%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$613K – – –
CCM
121
Corsair Capital Management
New York
$595K – – –
YCM
122
Yousif Capital Management
Michigan
$585K -$22.7K -368 -4%
Lazard Asset Management
123
Lazard Asset Management
New York
$557K -$48K -778 -8%
BC
124
Burney Company
Virginia
$552K -$857K -13,893 -61%
LIP
125
Liontrust Investment Partners
United Kingdom
$549K -$361K -5,860 -40%
3 4
5
6 7