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Donnelley Financial Solutions
DFIN

Overview Fund Activity

242 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, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
75
Reduced
94
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.5M
3
SCM
3
Simcoe Capital Management
New York
$64M
4
SCM
4
Shapiro Capital Management
Georgia
$33M
5
Morgan Stanley
5
Morgan Stanley
New York
$74.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$240M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$66.2M
3
OAM
3
Ophir Asset Management
Australia
$18.6M
4
GIP
4
Granite Investment Partners
California
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
SouthState Corp
Florida
$8.94K – – –
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$8.88K -$9.68K -157 -52%
A
203
AlphaQuest
New York
$8.51K – – –
AF
204
Advisornet Financial
Minnesota
$6.78K +$6.78K +110 New
BIA
205
Bell Investment Advisors
California
$6.23K +$6.23K +101 New
BIG
206
Brooklyn Investment Group
New York
$6.1K -$4.87K -79 -44%
AF
207
Allworth Financial
California
$5.73K -$1.36K -22 -19%
S
208
SignatureFD
Georgia
$5.61K +$4.32K +70 +333%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$5.12K +$617 +10 +14%
BWAM
210
Boyd Watterson Asset Management
Ohio
$4.69K – – –
AS
211
Altshuler Shaham
Israel
$4.62K +$4.62K +75 New
ACM
212
Aster Capital Management
United Arab Emirates
$4.38K +$4.38K +71 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$4.01K +$1.36K +22 +51%
RIL
214
Rothschild Investment LLC
Illinois
$4.01K +$3.39K +55 +550%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$3.76K -$7.83K -127 -68%
MFT
216
Moisand Fitzgerald Tamayo
Florida
$3.39K – – –
PTC
217
Private Trust Company
Ohio
$2.47K – – –
EWA
218
EverSource Wealth Advisors
Alabama
$2.28K +$2.28K +37 New
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.73K – – –
CT
220
Clearstead Trust
Maine
$1.23K +$1.23K +20 New
PWA
221
Physician Wealth Advisors
Utah
$1.11K -$247 -4 -18%
SIC
222
SJS Investment Consulting
Ohio
$1.05K – – –
HFS
223
Hantz Financial Services
Michigan
$1K +$1K +20 New
Jones Financial Companies
224
Jones Financial Companies
Missouri
$984 +$984 +16 New
ACM
225
Anfield Capital Management
California
$925 – – –
7 8
9
10 11