DFIN icon

Donnelley Financial Solutions

244 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$7K
PS
202
Principal Securities
Iowa
$6.89K
AUB
203
Atlantic Union Bankshares
Virginia
$6.43K
AF
204
Allworth Financial
California
$5.86K
BIA
205
Bell Investment Advisors
California
$5.2K
S
206
SignatureFD
Georgia
$4.78K
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$4.63K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$4.27K
AAP
209
Arax Advisory Partners
Colorado
$4.27K
BWAM
210
Boyd Watterson Asset Management
Ohio
$3.91K
AS
211
Altshuler Shaham
Israel
$3.91K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3.14K
WANY
213
Wealthspire Advisors (New York)
New York
$3.04K
IP
214
Isthmus Partners
Wisconsin
$3K
HFS
215
Hantz Financial Services
Michigan
$3K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2.83K
MFT
217
Moisand Fitzgerald Tamayo
Florida
$2.83K
RIL
218
Rothschild Investment LLC
Illinois
$2.31K
QL
219
Quarry LP
New York
$2.31K
PTC
220
Private Trust Company
Ohio
$2.06K
JWM
221
JPL Wealth Management
Colorado
$1.8K
EWA
222
EverSource Wealth Advisors
Alabama
$1.59K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.44K
RFP
224
Root Financial Partners
California
$1.29K
CT
225
Clearstead Trust
Maine
$1.03K