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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 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

34% less capital invested

Capital invested by funds: $1.76B → $1.17B (-$593M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$438K
Puts
$113K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
201
AlphaQuest
New York
$6.03K
AF
202
Allworth Financial
California
$5.15K
Bessemer Group
203
Bessemer Group
New Jersey
$4K
BWAM
204
Boyd Watterson Asset Management
Ohio
$3.32K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.19K
MFT
206
Moisand Fitzgerald Tamayo
Florida
$2.4K
QL
207
Quarry LP
New York
$2.36K
Simplex Trading
208
Simplex Trading
Illinois
$2K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$1.88K
CFO
210
CVA Family Office
Colorado
$1.84K
CIAM
211
Caitong International Asset Management
Hong Kong
$1.84K
PTC
212
Private Trust Company
Ohio
$1.75K
PA
213
Parallel Advisors
California
$1.53K
UB
214
UMB Bank
Missouri
$1.31K
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.22K
LWMI
216
Legacy Wealth Management (Idaho)
Idaho
$1.14K
TWC
217
TD Waterhouse Canada
Ontario, Canada
$1.09K
PWA
218
Physician Wealth Advisors
Utah
$962
S
219
SignatureFD
Georgia
$918
LFG
220
Larson Financial Group
Missouri
$787
SIC
221
SJS Investment Consulting
Ohio
$744
ACM
222
Anfield Capital Management
California
$656
BI
223
Binnacle Investments
Iowa
$481
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481
TWD
225
True Wealth Design
Ohio
$481