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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 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$593M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
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
$438K
Puts
$113K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
176
BI Asset Management Fondsmaeglerselskab
Denmark
$43K
VCM
177
Versant Capital Management
Arizona
$32.5K
GWM
178
Geneos Wealth Management
Colorado
$27.9K
SIC
179
Salem Investment Counselors
North Carolina
$26.4K
LC
180
Lindbrook Capital
California
$26.1K
BTI
181
Blue Trust Inc
Georgia
$24.2K
TPCW
182
TD Private Client Wealth
New York
$23.2K
FFA
183
Farther Finance Advisors
California
$23K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$20K
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$17.7K
CMA
186
Cedar Mountain Advisors
Oregon
$16.8K
ST
187
Smithfield Trust
Pennsylvania
$16K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$13.2K
GI
189
GAMMA Investing
California
$12.2K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$9.13K
W
191
WealthCollab
Washington
$9.09K
C
192
Covestor
United Kingdom
$9K
MG
193
Mather Group
Illinois
$8.96K
QCG
194
Quadrant Capital Group
Ohio
$8.39K
SCM
195
Sterling Capital Management
North Carolina
$8.3K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.22K
CSC
197
Caldwell Sutter Capital
California
$8K
BIG
198
Brooklyn Investment Group
New York
$7.78K
SS
199
SBI Securities
Japan
$7.43K
SC
200
SouthState Corp
Florida
$6.34K