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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$11.3K +$7.89K +153 +510%
SS
202
SBI Securities
Japan
$10.5K
SC
203
SouthState Corp
Florida
$8.94K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$8.88K -$8.09K -157 -52%
A
205
AlphaQuest
New York
$8.51K
AF
206
Advisornet Financial
Minnesota
$6.78K +$5.67K +110 New
BIA
207
Bell Investment Advisors
California
$6.23K +$5.21K +101 New
BIG
208
Brooklyn Investment Group
New York
$6.1K -$4.07K -79 -44%
AF
209
Allworth Financial
California
$5.73K -$1.13K -22 -19%
S
210
SignatureFD
Georgia
$5.61K +$3.61K +70 +333%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$5.12K +$515 +10 +14%
BWAM
212
Boyd Watterson Asset Management
Ohio
$4.68K
AS
213
Altshuler Shaham
Israel
$4.62K +$3.87K +75 New
ACM
214
Aster Capital Management
United Arab Emirates
$4.38K +$3.66K +71 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$4.01K +$1.13K +22 +51%
RIL
216
Rothschild Investment LLC
Illinois
$4.01K +$2.83K +55 +550%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$3.76K -$6.55K -127 -68%
MFT
218
Moisand Fitzgerald Tamayo
Florida
$3.39K
PTC
219
Private Trust Company
Ohio
$2.47K
EWA
220
EverSource Wealth Advisors
Alabama
$2.28K +$1.91K +37 New
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.73K
CT
222
Clearstead Trust
Maine
$1.23K +$1.03K +20 New
PWA
223
Physician Wealth Advisors
Utah
$1.11K -$206 -4 -18%
SIC
224
SJS Investment Consulting
Ohio
$1.05K
HFS
225
Hantz Financial Services
Michigan
$1K +$1.03K +20 New

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.