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Donnelley Financial Solutions

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3.73% less ownership

Funds ownership: 97.43%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$592M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
176
BI Asset Management Fondsmaeglerselskab
Denmark
$43K +$55.1K +995 New
VCM
177
Versant Capital Management
Arizona
$32.5K +$27.3K +493 +197%
GWM
178
Geneos Wealth Management
Colorado
$27.9K +$26.7K +482 +307%
SIC
179
Salem Investment Counselors
North Carolina
$26.4K
LC
180
Lindbrook Capital
California
$26.1K -$554 -10 -2%
BTI
181
Blue Trust Inc
Georgia
$24.2K -$5.15K -93 -14%
TPCW
182
TD Private Client Wealth
New York
$23.2K
FFA
183
Farther Finance Advisors
California
$23K -$3.71K -67 -11%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.77K +50 +13%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$17.7K -$1.22K -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 +$11K +199 +195%
GI
189
GAMMA Investing
California
$12.2K +$8.31K +150 +115%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$9.13K +$1.05K +19 +10%
W
191
WealthCollab
Washington
$9.09K +$2.55K +46 +28%
C
192
Covestor
United Kingdom
$9K +$3.21K +58 +39%
MG
193
Mather Group
Illinois
$8.96K
QCG
194
Quadrant Capital Group
Ohio
$8.39K -$23.4K -422 -69%
SCM
195
Sterling Capital Management
North Carolina
$8.3K -$6.76K -122 -39%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.22K +$3.54K +64 +52%
CSC
197
Caldwell Sutter Capital
California
$8K
BIG
198
Brooklyn Investment Group
New York
$7.78K +$9.86K +178 New
SS
199
SBI Securities
Japan
$7.43K -$166 -3 -2%
SC
200
SouthState Corp
Florida
$6.34K +$8.03K +145 New

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.

  • 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
  • Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
  • 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
  • The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2025.