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Donnelley Financial Solutions

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3.73% less ownership

Funds ownership: 97.43%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$592M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
A
201
AlphaQuest
New York
$6.03K
AF
202
Allworth Financial
California
$5.15K +$1.72K +31 +37%
Bessemer Group
203
Bessemer Group
New Jersey
$4K -$3.49K -63 -41%
BWAM
204
Boyd Watterson Asset Management
Ohio
$3.32K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.19K +$775 +14 +24%
MFT
206
Moisand Fitzgerald Tamayo
Florida
$2.4K
QL
207
Quarry LP
New York
$2.36K -$34.3K -620 -92%
Simplex Trading
208
Simplex Trading
Illinois
$2K +$2.88K +52 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$1.88K +$554 +10 +30%
CIAM
210
Caitong International Asset Management
Hong Kong
$1.84K +$2.33K +42 New
CFO
211
CVA Family Office
Colorado
$1.84K +$2.33K +42 New
PTC
212
Private Trust Company
Ohio
$1.75K +$1.66K +30 +300%
PA
213
Parallel Advisors
California
$1.53K +$1.66K +30 +600%
UB
214
UMB Bank
Missouri
$1.31K -$2.6K -47 -61%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.22K +$554 +10 +56%
LWMI
216
Legacy Wealth Management (Idaho)
Idaho
$1.14K
TWC
217
TD Waterhouse Canada
Ontario, Canada
$1.09K -$5.43K -98 -80%
PWA
218
Physician Wealth Advisors
Utah
$962 +$1.22K +22 New
S
219
SignatureFD
Georgia
$918 +$941 +17 +425%
LFG
220
Larson Financial Group
Missouri
$787 +$775 +14 +350%
SIC
221
SJS Investment Consulting
Ohio
$744 +$941 +17 New
ACM
222
Anfield Capital Management
California
$656 -$166 -3 -17%
BI
223
Binnacle Investments
Iowa
$481 +$609 +11 New
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481 +$609 +11 New
TWD
225
True Wealth Design
Ohio
$481 +$609 +11 New

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.

  • 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
  • Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
  • 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
  • The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2025.