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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$97.7K +$26.6K +517 +48%
PS
177
Principal Securities
Iowa
$90.7K +$23.6K +457 +45%
NSIM
178
North Star Investment Management
Illinois
$83.7K
VCM
179
Versant Capital Management
Arizona
$73.1K +$22.8K +442 +59%
SAM
180
Smartleaf Asset Management
Massachusetts
$66.7K -$825 -16 -1%
KBC Group
181
KBC Group
Belgium
$60K -$29.9K -581 -37%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$43K +$12.4K +241 +54%
SIC
183
Salem Investment Counselors
North Carolina
$37.2K
BTI
184
Blue Trust Inc
Georgia
$35.9K +$1.5K +29 +5%
TPCW
185
TD Private Client Wealth
New York
$32.7K
CIAM
186
Caitong International Asset Management
Hong Kong
$31.3K +$24K +465 +1,107%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$26K -$2.17K -42 -9%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$23.9K +$9.23K +179 +86%
CMA
189
Cedar Mountain Advisors
Oregon
$23.7K
GI
190
GAMMA Investing
California
$21.3K +$3.35K +65 +23%
ST
191
Smithfield Trust
Pennsylvania
$21K
FFA
192
Farther Finance Advisors
California
$20.3K -$10K -194 -37%
BNP Paribas Asset Management
193
BNP Paribas Asset Management
France
$19K +$16.2K +314 New
W
194
WealthCollab
Washington
$15.4K +$2.17K +42 +20%
GWM
195
Geneos Wealth Management
Colorado
$15.4K -$20.1K -390 -61%
SCM
196
Sterling Capital Management
North Carolina
$15.2K +$2.89K +56 +29%
IA
197
IFP Advisors
Florida
$14.7K +$8.97K +174 New
Bessemer Group
198
Bessemer Group
New Jersey
$13K +$6.5K +126 +142%
C
199
Covestor
United Kingdom
$12K -$155 -3 -1%
CSC
200
Caldwell Sutter Capital
California
$11.3K

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.