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Donnelley Financial Solutions

236 hedge funds and large institutions have $1.18B invested in Donnelley Financial Solutions in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 245236 (-9)

3.79% less ownership

Funds ownership: 98.72%94.93% (-3.8%)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$216M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
63
Reduced
99
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
176
Cedar Mountain Advisors
Oregon
$18K
ST
177
Smithfield Trust
Pennsylvania
$16K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$15.7K -$4.5K -93 -22%
MO
179
McMillan Office
Michigan
$15.2K +$15.7K +325 New
BTI
180
Blue Trust Inc
Georgia
$14.3K -$1.69K -35 -10%
TPCW
181
TD Private Client Wealth
New York
$13.8K
GI
182
GAMMA Investing
California
$12.4K -$6K -124 -32%
UB
183
UMB Bank
Missouri
$10.9K +$387 +8 +4%
W
184
WealthCollab
Washington
$10.3K
SIS
185
Sound Income Strategies
Florida
$10.2K +$8.95K +185 New
IA
186
IFP Advisors
Florida
$9.8K +$193 +4 +2%
Bessemer Group
187
Bessemer Group
New Jersey
$9K +$870 +18 +10%
Osaic Holdings
188
Osaic Holdings
Arizona
$8.59K -$78.1K -1,615 -90%
SL
189
Salomon & Ludwin
Virginia
$8.58K -$580 -12 -6%
CSC
190
Caldwell Sutter Capital
California
$8.54K
SS
191
SBI Securities
Japan
$7.94K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$7.28K -$3K -62 -28%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$7.26K +$7.69K +159 New
FFA
194
Farther Finance Advisors
California
$6.77K -$8.22K -170 -54%
TFA
195
Toth Financial Advisory
Virginia
$6.54K
C
196
Covestor
United Kingdom
$6K -$48 -1 -0.7%
AUB
197
Atlantic Union Bankshares
Virginia
$5.84K
HFS
198
Hantz Financial Services
Michigan
$5K +$2.42K +50 +94%
BIA
199
Bell Investment Advisors
California
$4.72K
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$4.67K +$484 +10 +11%