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Donnelley Financial Solutions

245 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, 90 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 245245 (0)

0.94% less ownership

Funds ownership: 99.67%98.72% (-0.94%)

18% less capital invested

Capital invested by funds: $1.7B → $1.39B (-$306M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
245
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
90
Reduced
83
Closed
29
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$7K -$4.05K -71 -35%
PS
202
Principal Securities
Iowa
$6.89K -$76.3K -1,338 -91%
AUB
203
Atlantic Union Bankshares
Virginia
$6.43K +$7.13K +125 New
AF
204
Allworth Financial
California
$5.86K +$1.2K +21 +23%
BIA
205
Bell Investment Advisors
California
$5.2K
S
206
SignatureFD
Georgia
$4.78K +$114 +2 +2%
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$4.63K +$5.13K +90 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$4.27K
AAP
209
Arax Advisory Partners
Colorado
$4.27K +$4.74K +83 New
BWAM
210
Boyd Watterson Asset Management
Ohio
$3.91K
AS
211
Altshuler Shaham
Israel
$3.91K +$57 +1 +1%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3.14K
WANY
213
Wealthspire Advisors (New York)
New York
$3.04K +$3.37K +59 New
IP
214
Isthmus Partners
Wisconsin
$3K +$196K +3,427 +6%
HFS
215
Hantz Financial Services
Michigan
$3K +$1.88K +33 +165%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2.83K -$570 -10 -15%
MFT
217
Moisand Fitzgerald Tamayo
Florida
$2.83K
RIL
218
Rothschild Investment LLC
Illinois
$2.31K -$1.14K -20 -31%
QL
219
Quarry LP
New York
$2.31K +$2.57K +45 New
PTC
220
Private Trust Company
Ohio
$2.06K
JWM
221
JPL Wealth Management
Colorado
$1.8K +$2K +35 New
EWA
222
EverSource Wealth Advisors
Alabama
$1.59K -$342 -6 -16%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.44K
EP
224
Essential Partners
California
$1.34K +$1.14K +20 +333%
RFP
225
Root Financial Partners
California
$1.29K +$1.43K +25 New

DFIN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2025, worth a combined $1.39B — down 18% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Royce & Associates, adding an estimated $15.1M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $13.6M sold.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q3 2025, down 18% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q3 2025 and 29 closed out, a net change of +2 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2025 was Royce & Associates, an estimated $15.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2025 was Neumeier Poma Investment Counsel, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2025.