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Donnelley Financial Solutions
DFIN

Overview Fund Activity

240 hedge funds and large institutions have $1.69B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
3.22%
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
74
Reduced
93
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.5M
3
SCM
3
Simcoe Capital Management
New York
$64M
4
SCM
4
Shapiro Capital Management
Georgia
$33M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$240M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$66.2M
3
OAM
3
Ophir Asset Management
Australia
$18.6M
4
GIP
4
Granite Investment Partners
California
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$541K 8,773 +8,773 New
FCBT
127
First Citizens Bank & Trust
North Carolina
$537K 8,705 +8,705 New
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$521K 8,453 +8,453 New
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$518K 8,404 +2,229 +36%
SO
130
STRS Ohio
Ohio
$493K 8,000 +600 +8%
BHCM
131
Brevan Howard Capital Management
Jersey
$493K 7,997 +7,997 New
ASRS
132
Arizona State Retirement System
Arizona
$488K 7,910 +46 +0.6%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$479K 7,766 -549 -7%
BF
134
BOK Financial
Oklahoma
$473K 7,665 -2,556 -25%
SSA
135
Schonfeld Strategic Advisors
New York
$463K 7,515 +7,515 New
MSRPS
136
Maryland State Retirement & Pension System
Maryland
$461K 7,473 -272 -4%
AB
137
Amalgamated Bank
New York
$452K 7,332 -301 -4%
LFAS
138
Level Four Advisory Services
Texas
$448K 7,270 -560 -7%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$436K 7,079 – –
LPL Financial
140
LPL Financial
California
$432K 7,008 +7,008 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$408K 6,624 +2,987 +82%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$402K 6,528 +175 +3%
II
143
Inspire Investing
Idaho
$389K 6,310 -1,557 -20%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$380K 6,158 +6,158 New
Truist Financial
145
Truist Financial
North Carolina
$376K 6,096 -2,634 -30%
Osaic Holdings
146
Osaic Holdings
Arizona
$372K 6,375 +331 +5%
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$369K 5,979 +128 +2%
ProShare Advisors
148
ProShare Advisors
Maryland
$365K 5,920 -661 -10%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$360K 5,841 -200 -3%
N
150
Numerai
California
$347K 5,633 -3,552 -39%
4 5
6
7 8