DFIN icon

Donnelley Financial Solutions

235 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, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

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: 98

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$7.55M
3 +$4.24M
4
Millennium Management
Millennium Management
New York
+$4.04M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.04M

Top Sellers

1 -$27.4M
2 -$17.3M
3 -$15.4M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$13.2M
5
Morgan Stanley
Morgan Stanley
New York
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
151
Crescent Grove Advisors
Illinois
$210K
CL
152
Choreo LLC
Illinois
$207K
SLAM
153
Swiss Life Asset Management
$202K
N
154
Natixis
France
$182K
LSV Asset Management
155
LSV Asset Management
Illinois
$173K
VI
156
Vestcor Inc
New Brunswick, Canada
$145K
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$130K
AIP
158
Ameritas Investment Partners
Nebraska
$104K
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$79.5K
FISPB
160
Fideuram - Intesa Sanpaolo Private Banking
$70K
HNB
161
Huntington National Bank
Ohio
$64.5K
NSIM
162
North Star Investment Management
Illinois
$63.4K
SOW
163
State of Wyoming
Wyoming
$62.3K
VCM
164
Versant Capital Management
Arizona
$56K
SAM
165
Smartleaf Asset Management
Massachusetts
$53.1K
QCG
166
Quadrant Capital Group
Ohio
$46.1K
KBC Group
167
KBC Group
Belgium
$45K
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$37.4K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$33K
KFAS
170
Keating Financial Advisory Services
Kansas
$32.7K
SCM
171
Sterling Capital Management
North Carolina
$25.2K
US Bancorp
172
US Bancorp
Minnesota
$23.5K
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$22K
TRCT
174
Tower Research Capital (TRC)
New York
$21.8K
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$20K