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Donnelley Financial Solutions

243 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, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

6.02% more ownership

Funds ownership: 93.58%99.6% (+6%)

4% more funds holding

Funds holding: 233243 (+10)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
$73K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$90.7K
NSIM
177
North Star Investment Management
Illinois
$83.7K
VCM
178
Versant Capital Management
Arizona
$73.1K
SAM
179
Smartleaf Asset Management
Massachusetts
$66.7K
KBC Group
180
KBC Group
Belgium
$60K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$43K
SIC
182
Salem Investment Counselors
North Carolina
$37.2K
BTI
183
Blue Trust Inc
Georgia
$35.9K
TPCW
184
TD Private Client Wealth
New York
$32.7K
CIAM
185
Caitong International Asset Management
Hong Kong
$31.3K
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$26K
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$23.9K
CMA
188
Cedar Mountain Advisors
Oregon
$23.7K
GI
189
GAMMA Investing
California
$21.3K
ST
190
Smithfield Trust
Pennsylvania
$21K
FFA
191
Farther Finance Advisors
California
$20.3K
BNP Paribas Asset Management
192
BNP Paribas Asset Management
France
$19K
W
193
WealthCollab
Washington
$15.4K
GWM
194
Geneos Wealth Management
Colorado
$15.4K
SCM
195
Sterling Capital Management
North Carolina
$15.2K
IA
196
IFP Advisors
Florida
$14.7K
Bessemer Group
197
Bessemer Group
New Jersey
$13K
C
198
Covestor
United Kingdom
$12K
CSC
199
Caldwell Sutter Capital
California
$11.3K
UB
200
UMB Bank
Missouri
$11.3K