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Donnelley Financial Solutions

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3.73% less ownership

Funds ownership: 97.43%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$592M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$435K +$60.5K +1,093 +12%
YCM
127
Yousif Capital Management
Michigan
$431K -$10.7K -194 -2%
Lazard Asset Management
128
Lazard Asset Management
New York
$429K +$158K +2,859 +41%
NAM
129
NorthCrest Asset Manangement
Minnesota
$426K +$111 +2 +0%
CCM
130
Corsair Capital Management
New York
$422K
MML Investors Services
131
MML Investors Services
Massachusetts
$417K +$71.5K +1,291 +16%
N
132
Numerai
California
$401K +$509K +9,185 New
SEI Investments
133
SEI Investments
Pennsylvania
$392K -$768K -13,876 -61%
Truist Financial
134
Truist Financial
North Carolina
$382K +$102K +1,848 +27%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$375K +$475K +8,570 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$364K
II
137
Inspire Investing
Idaho
$344K +$80.5K +1,454 +23%
ASRS
138
Arizona State Retirement System
Arizona
$344K -$7.81K -141 -2%
LFAS
139
Level Four Advisory Services
Texas
$342K +$188K +3,403 +77%
MSRPS
140
Maryland State Retirement & Pension System
Maryland
$339K -$70.6K -1,275 -14%
Creative Planning
141
Creative Planning
Kansas
$337K +$423K +7,633 +10,601%
AB
142
Amalgamated Bank
New York
$334K -$2.6K -47 -0.6%
GCP
143
GSA Capital Partners
United Kingdom
$331K +$420K +7,581 New
SO
144
STRS Ohio
Ohio
$323K +$410K +7,400 New
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$309K
Mariner
146
Mariner
Kansas
$298K +$116K +2,097 +44%
ProShare Advisors
147
ProShare Advisors
Maryland
$288K -$67.2K -1,213 -16%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$278K +$37.9K +685 +12%
CWM
149
CIBC World Markets
New York
$272K +$345K +6,228 New
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$270K

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.

  • 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
  • Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
  • 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
  • The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2025.