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Donnelley Financial Solutions
DFIN

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
85
Reduced
81
Closed
39
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$51.8M
2
OAM
Ophir Asset Management
Australia
+$21M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.3M
5
SCM
Shapiro Capital Management
Georgia
+$7.28M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.8M
2
Invesco
Invesco
Georgia
-$26.3M
3
PC
Port Capital
Illinois
-$23.1M
4
TI
Tidal Investments
Wisconsin
-$19.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
201
AlphaQuest
New York
$6.03K – – –
AF
202
Allworth Financial
California
$5.15K +$1.39K +31 +37%
Bessemer Group
203
Bessemer Group
New Jersey
$4K -$2.83K -63 -41%
BWAM
204
Boyd Watterson Asset Management
Ohio
$3.32K – – –
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.19K +$612 +14 +24%
MFT
206
Moisand Fitzgerald Tamayo
Florida
$2.41K – – –
QL
207
Quarry LP
New York
$2.36K -$27.1K -620 -92%
Simplex Trading
208
Simplex Trading
Illinois
$2K +$2K +52 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$1.88K +$437 +10 +30%
CIAM
210
Caitong International Asset Management
Hong Kong
$1.84K +$1.84K +42 New
CFO
211
CVA Family Office
Colorado
$1.84K +$1.84K +42 New
PTC
212
Private Trust Company
Ohio
$1.75K +$1.31K +30 +300%
PA
213
Parallel Advisors
California
$1.53K +$1.31K +30 +600%
UB
214
UMB Bank
Missouri
$1.31K -$2.05K -47 -61%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.22K +$437 +10 +56%
LWMI
216
Legacy Wealth Management (Idaho)
Idaho
$1.14K – – –
TWC
217
TD Waterhouse Canada
Ontario, Canada
$1.1K -$4.29K -98 -80%
PWA
218
Physician Wealth Advisors
Utah
$962 +$962 +22 New
S
219
SignatureFD
Georgia
$918 +$743 +17 +425%
LFG
220
Larson Financial Group
Missouri
$787 +$612 +14 +350%
SIC
221
SJS Investment Consulting
Ohio
$744 +$744 +17 New
ACM
222
Anfield Capital Management
California
$656 -$131 -3 -17%
TWD
223
True Wealth Design
Ohio
$481 +$481 +11 New
BI
224
Binnacle Investments
Iowa
$481 +$481 +11 New
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481 +$481 +11 New
7 8
9
10 11