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Donnelley Financial Solutions

244 hedge funds and large institutions have $1.14B invested in Donnelley Financial Solutions in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 236244 (+8)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0.09% less ownership

Funds ownership: 94.93%94.84% (-0.09%)

3% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$32.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
35
Increased
89
Reduced
81
Closed
22
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$46.6K
VCM
177
Versant Capital Management
Arizona
$46.6K -$10.4K -212 -18%
KBC Group
178
KBC Group
Belgium
$46K
TPCW
179
TD Private Client Wealth
New York
$35.5K +$22.4K +457 +154%
KFAS
180
Keating Financial Advisory Services
Kansas
$34K +$1.08K +22 +3%
SAM
181
Smartleaf Asset Management
Massachusetts
$30.5K -$22.9K -467 -42%
BTI
182
Blue Trust Inc
Georgia
$30.3K +$16.5K +336 +109%
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$29K +$7.06K +144 +31%
SIC
184
Salem Investment Counselors
North Carolina
$28.4K +$29.6K +603 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$25K +$5K +102 +24%
US Bancorp
186
US Bancorp
Minnesota
$19.8K -$4.12K -84 -17%
CMA
187
Cedar Mountain Advisors
Oregon
$18.1K
SCM
188
Sterling Capital Management
North Carolina
$16.7K -$9.02K -184 -34%
AF
189
Allworth Financial
California
$16.7K +$12.9K +263 +286%
ST
190
Smithfield Trust
Pennsylvania
$16K
MO
191
McMillan Office
Michigan
$15.3K
SIS
192
Sound Income Strategies
Florida
$15.3K +$7.21K +147 +79%
SL
193
Salomon & Ludwin
Virginia
$14.4K +$5.93K +121 +67%
GI
194
GAMMA Investing
California
$11.9K -$637 -13 -5%
UB
195
UMB Bank
Missouri
$11.2K +$196 +4 +2%
Osaic Holdings
196
Osaic Holdings
Arizona
$10.5K +$1.86K +38 +21%
W
197
WealthCollab
Washington
$10.4K
FFA
198
Farther Finance Advisors
California
$9.77K +$3.29K +67 +46%
MG
199
Mather Group
Illinois
$9.66K +$10.1K +205 New
CSC
200
Caldwell Sutter Capital
California
$8.63K