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Donnelley Financial Solutions

235 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, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

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: 98

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$7.55M
3 +$4.24M
4
Millennium Management
Millennium Management
New York
+$4.04M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.04M

Top Sellers

1 -$27.4M
2 -$17.3M
3 -$15.4M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$13.2M
5
Morgan Stanley
Morgan Stanley
New York
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$4.67K
AF
202
Allworth Financial
California
$4.3K
S
203
SignatureFD
Georgia
$4.11K
AAP
204
Arax Advisory Partners
Colorado
$3.92K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.88K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$3.74K
BWAM
207
Boyd Watterson Asset Management
Ohio
$3.55K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2.85K
LWMI
209
Legacy Wealth Management (Idaho)
Idaho
$2.75K
MFT
210
Moisand Fitzgerald Tamayo
Florida
$2.57K
RIL
211
Rothschild Investment LLC
Illinois
$2.1K
PTC
212
Private Trust Company
Ohio
$1.87K
TM
213
Torren Management
California
$1.73K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.31K
RFP
215
Root Financial Partners
California
$1.17K
LFG
216
Larson Financial Group
Missouri
$1.12K
ZBNA
217
Zions Bancorporation, National Association
Utah
$1.12K
EWA
218
EverSource Wealth Advisors
Alabama
$1.07K
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
AW
225
Ankerstar Wealth
Texas
$467