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Donnelley Financial Solutions
DFIN

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
85
Reduced
81
Closed
39
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$51.8M
2
OAM
Ophir Asset Management
Australia
+$21M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.3M
5
SCM
Shapiro Capital Management
Georgia
+$7.28M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.8M
2
Invesco
Invesco
Georgia
-$26.3M
3
PC
Port Capital
Illinois
-$23.1M
4
TI
Tidal Investments
Wisconsin
-$19.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
176
BI Asset Management Fondsmaeglerselskab
Denmark
$43K +$43K +995 New
VCM
177
Versant Capital Management
Arizona
$32.5K +$21.5K +493 +197%
GWM
178
Geneos Wealth Management
Colorado
$27.9K +$21.1K +482 +307%
SIC
179
Salem Investment Counselors
North Carolina
$26.4K – – –
LC
180
Lindbrook Capital
California
$26.1K -$437 -10 -2%
BTI
181
Blue Trust Inc
Georgia
$24.2K -$4.07K -93 -14%
TPCW
182
TD Private Client Wealth
New York
$23.2K – – –
FFA
183
Farther Finance Advisors
California
$23K -$2.95K -67 -11%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.23K +50 +13%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$17.7K -$842 -22 -5%
CMA
186
Cedar Mountain Advisors
Oregon
$16.8K – – –
ST
187
Smithfield Trust
Pennsylvania
$16K – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$13.2K +$8.7K +199 +195%
GI
189
GAMMA Investing
California
$12.2K +$6.56K +150 +115%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$9.14K +$830 +19 +10%
W
191
WealthCollab
Washington
$9.09K +$2.01K +46 +28%
C
192
Covestor
United Kingdom
$9K +$2.51K +58 +39%
MG
193
Mather Group
Illinois
$8.96K – – –
QCG
194
Quadrant Capital Group
Ohio
$8.39K -$18.4K -422 -69%
SCM
195
Sterling Capital Management
North Carolina
$8.31K -$5.33K -122 -39%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.22K +$2.8K +64 +52%
CSC
197
Caldwell Sutter Capital
California
$8K – – –
BIG
198
Brooklyn Investment Group
New York
$7.78K +$7.78K +178 New
SS
199
SBI Securities
Japan
$7.43K -$131 -3 -2%
SC
200
SouthState Corp
Florida
$6.34K +$6.34K +145 New
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