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Donnelley Financial Solutions

236 hedge funds and large institutions have $1.18B invested in Donnelley Financial Solutions in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 245236 (-9)

3.79% less ownership

Funds ownership: 98.72%94.93% (-3.8%)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$216M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
63
Reduced
99
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
151
Crescent Grove Advisors
Illinois
$210K
CL
152
Choreo LLC
Illinois
$207K -$12.8K -265 -6%
SLAM
153
Swiss Life Asset Management
$202K +$209K +4,318 New
N
154
Natixis
France
$182K +$189K +3,900 New
LSV Asset Management
155
LSV Asset Management
Illinois
$173K +$96.7K +2,000 +118%
VI
156
Vestcor Inc
New Brunswick, Canada
$145K
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$130K +$55K +1,138 +118%
AIP
158
Ameritas Investment Partners
Nebraska
$104K
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$79.5K -$133K -2,750 -62%
FISPB
160
Fideuram - Intesa Sanpaolo Private Banking
$70K +$72.5K +1,500 New
HNB
161
Huntington National Bank
Ohio
$64.5K -$13.2K -272 -16%
NSIM
162
North Star Investment Management
Illinois
$63.4K
SOW
163
State of Wyoming
Wyoming
$62.3K -$289K -5,978 -82%
VCM
164
Versant Capital Management
Arizona
$56K -$15.9K -328 -21%
SAM
165
Smartleaf Asset Management
Massachusetts
$53.1K +$1.06K +22 +2%
QCG
166
Quadrant Capital Group
Ohio
$46.1K -$725 -15 -1%
KBC Group
167
KBC Group
Belgium
$45K
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$37.4K +$38.8K +802 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$33K -$1.98K -41 -5%
KFAS
170
Keating Financial Advisory Services
Kansas
$32.7K +$33.9K +700 New
SCM
171
Sterling Capital Management
North Carolina
$25.2K -$967 -20 -4%
US Bancorp
172
US Bancorp
Minnesota
$23.5K -$6.82K -141 -22%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$22K +$7.16K +148 +46%
TRCT
174
Tower Research Capital (TRC)
New York
$21.8K -$48.8K -1,010 -68%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$20K -$3.29K -68 -14%