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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
CGA
151
Crescent Grove Advisors
Illinois
$231K
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$229K -$334K -5,850 -57%
BC
153
Bridgefront Capital
Texas
$227K +$252K +4,416 New
GIM
154
Glenmede Investment Management
Pennsylvania
$227K +$12.1K +212 +5%
CA
155
Clearstead Advisors
Ohio
$221K +$245K +4,300 New
Mariner
156
Mariner
Kansas
$209K -$81.3K -1,425 -26%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$205K
OKSA
158
O'Keefe Stevens Advisory
New York
$204K -$13.1M -230,393 -98%
MSRPS
159
Maryland State Retirement & Pension System
Maryland
$203K -$201K -3,520 -47%
CG
160
Caprock Group
Idaho
$201K +$202K +3,535 New
VI
161
Vestcor Inc
New Brunswick, Canada
$160K +$177K +3,105 New
AT
162
Arlington Trust
Alabama
$143K
AIP
163
Ameritas Investment Partners
Nebraska
$114K -$22.3K -391 -15%
Osaic Holdings
164
Osaic Holdings
Arizona
$92.7K -$257K -4,497 -71%
LSV Asset Management
165
LSV Asset Management
Illinois
$87K +$97K +1,700 New
HNB
166
Huntington National Bank
Ohio
$85K +$3.94K +69 +4%
SAM
167
Shell Asset Management
Netherlands
$84K -$148K -2,588 -61%
VCM
168
Versant Capital Management
Arizona
$78.6K +$19.6K +343 +29%
TRCT
169
Tower Research Capital (TRC)
New York
$75.9K -$113K -1,982 -57%
NSIM
170
North Star Investment Management
Illinois
$69.8K
SAM
171
Smartleaf Asset Management
Massachusetts
$56.6K +$970 +17 +2%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$52K +$55.2K +968 New
QCG
173
Quadrant Capital Group
Ohio
$51.6K +$57.2K +1,003 New
KBC Group
174
KBC Group
Belgium
$50K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$39K +$3.37K +59 +9%

DFIN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,620 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.