We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

236 hedge funds and large institutions have $1.18B invested in Donnelley Financial Solutions in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 245236 (-9)

3.79% less ownership

Funds ownership: 98.72%94.93% (-3.8%)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$216M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
63
Reduced
99
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$4.3K -$1.06K -22 -19%
S
202
SignatureFD
Georgia
$4.11K -$242 -5 -5%
AAP
203
Arax Advisory Partners
Colorado
$3.92K +$48 +1 +1%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$3.88K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$3.74K +$1.21K +25 +45%
BWAM
206
Boyd Watterson Asset Management
Ohio
$3.55K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2.85K
LWMI
208
Legacy Wealth Management (Idaho)
Idaho
$2.75K +$2.37K +49 +490%
MFT
209
Moisand Fitzgerald Tamayo
Florida
$2.57K
RIL
210
Rothschild Investment LLC
Illinois
$2.1K
PTC
211
Private Trust Company
Ohio
$1.87K
TM
212
Torren Management
California
$1.73K +$1.79K +37 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.31K
CIAM
214
Caitong International Asset Management
Hong Kong
$1.31K +$1.31K +27 +2,700%
RFP
215
Root Financial Partners
California
$1.17K
LFG
216
Larson Financial Group
Missouri
$1.12K +$1.16K +24 New
ZBNA
217
Zions Bancorporation, National Association
Utah
$1.12K +$1.16K +24 New
EWA
218
EverSource Wealth Advisors
Alabama
$1.07K -$387 -8 -26%
SIC
219
SJS Investment Consulting
Ohio
$794
Jones Financial Companies
220
Jones Financial Companies
Missouri
$747
ACM
221
Anfield Capital Management
California
$700
GRP
222
Global Retirement Partners
California
$700
SS
223
Sunbelt Securities
Texas
$654
OC
224
Optima Capital
Oregon
$560 +$580 +12 New
AW
225
Ankerstar Wealth
Texas
$467 +$484 +10 New