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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
126
Liontrust Investment Partners
United Kingdom
$549K -$302K -5,860 -40%
Franklin Resources
127
Franklin Resources
California
$541K +$452K +8,773 New
FCBT
128
First Citizens Bank & Trust
North Carolina
$537K +$449K +8,705 New
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$521K +$436K +8,453 New
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$518K +$115K +2,229 +36%
SO
131
STRS Ohio
Ohio
$493K +$30.9K +600 +8%
BHCM
132
Brevan Howard Capital Management
Jersey
$493K +$412K +7,997 New
ASRS
133
Arizona State Retirement System
Arizona
$488K +$2.37K +46 +0.6%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$479K -$28.3K -549 -7%
BF
135
BOK Financial
Oklahoma
$473K -$132K -2,556 -25%
SSA
136
Schonfeld Strategic Advisors
New York
$463K +$387K +7,515 New
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$461K -$14K -272 -4%
AB
138
Amalgamated Bank
New York
$452K -$15.5K -301 -4%
LFAS
139
Level Four Advisory Services
Texas
$448K -$28.9K -560 -7%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$436K
LPL Financial
141
LPL Financial
California
$432K +$361K +7,008 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$408K +$154K +2,987 +82%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$402K +$9.02K +175 +3%
II
144
Inspire Investing
Idaho
$389K -$80.3K -1,557 -20%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$380K +$317K +6,158 New
Truist Financial
146
Truist Financial
North Carolina
$376K -$136K -2,634 -30%
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$369K +$6.6K +128 +2%
Osaic Holdings
148
Osaic Holdings
Arizona
$367K +$13K +252 +4%
ProShare Advisors
149
ProShare Advisors
Maryland
$365K -$34.1K -661 -10%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$360K -$10.3K -200 -3%

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.