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Donnelley Financial Solutions

243 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, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
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
PS
201
Principal Securities
Iowa
$6.89K
AUB
202
Atlantic Union Bankshares
Virginia
$6.43K
AF
203
Allworth Financial
California
$5.86K
BIA
204
Bell Investment Advisors
California
$5.2K
S
205
SignatureFD
Georgia
$4.78K
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$4.63K
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$4.27K
AAP
208
Arax Advisory Partners
Colorado
$4.27K
BWAM
209
Boyd Watterson Asset Management
Ohio
$3.91K
AS
210
Altshuler Shaham
Israel
$3.91K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$3.14K
WANY
212
Wealthspire Advisors (New York)
New York
$3.04K
IP
213
Isthmus Partners
Wisconsin
$3K
HFS
214
Hantz Financial Services
Michigan
$3K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$2.83K
MFT
216
Moisand Fitzgerald Tamayo
Florida
$2.83K
RIL
217
Rothschild Investment LLC
Illinois
$2.31K
QL
218
Quarry LP
New York
$2.31K
PTC
219
Private Trust Company
Ohio
$2.06K
JWM
220
JPL Wealth Management
Colorado
$1.8K
EWA
221
EverSource Wealth Advisors
Alabama
$1.59K
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.44K
RFP
223
Root Financial Partners
California
$1.29K
CT
224
Clearstead Trust
Maine
$1.03K
SIC
225
SJS Investment Consulting
Ohio
$875