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Donnelley Financial Solutions
DFIN

Overview Fund Activity

242 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
75
Reduced
94
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.5M
3
SCM
3
Simcoe Capital Management
New York
$64M
4
SCM
4
Shapiro Capital Management
Georgia
$33M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$240M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$66.2M
3
OAM
3
Ophir Asset Management
Australia
$18.6M
4
GIP
4
Granite Investment Partners
California
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
176
North Star Investment Management
Illinois
$83.7K – – –
VCM
177
Versant Capital Management
Arizona
$73.1K +$27.2K +442 +59%
SAM
178
Smartleaf Asset Management
Massachusetts
$66.7K -$984 -16 -1%
KBC Group
179
KBC Group
Belgium
$60K -$36K -581 -37%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$43K +$15K +241 +54%
SIC
181
Salem Investment Counselors
North Carolina
$37.2K – – –
BTI
182
Blue Trust Inc
Georgia
$35.9K +$1.79K +29 +5%
TPCW
183
TD Private Client Wealth
New York
$32.7K – – –
CIAM
184
Caitong International Asset Management
Hong Kong
$31.3K +$28.7K +465 +1,107%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$26K -$2.59K -42 -9%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$23.9K +$11K +179 +86%
CMA
187
Cedar Mountain Advisors
Oregon
$23.7K – – –
GI
188
GAMMA Investing
California
$21.3K +$4.01K +65 +23%
ST
189
Smithfield Trust
Pennsylvania
$21K – – –
FFA
190
Farther Finance Advisors
California
$20.3K -$12K -194 -37%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$19K +$19K +314 New
W
192
WealthCollab
Washington
$15.4K +$2.59K +42 +20%
GWM
193
Geneos Wealth Management
Colorado
$15.4K -$24K -390 -61%
SCM
194
Sterling Capital Management
North Carolina
$15.2K +$3.45K +56 +29%
IA
195
IFP Advisors
Florida
$14.7K +$14.7K +174 New
Bessemer Group
196
Bessemer Group
New Jersey
$13K +$7.62K +126 +142%
C
197
Covestor
United Kingdom
$12K -$176 -3 -1%
CSC
198
Caldwell Sutter Capital
California
$11.3K – – –
UB
199
UMB Bank
Missouri
$11.3K +$9.43K +153 +510%
SS
200
SBI Securities
Japan
$10.5K – – –
6 7
8
9 10