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Donnelley Financial Solutions

244 hedge funds and large institutions have $1.14B invested in Donnelley Financial Solutions in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 236244 (+8)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0.09% less ownership

Funds ownership: 94.93%94.84% (-0.09%)

3% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$32.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
35
Increased
89
Reduced
81
Closed
22
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
SBI Securities
Japan
$8.11K +$98 +2 +1%
S
202
SignatureFD
Georgia
$7.64K +$3.63K +74 +84%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$7.5K
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$7K +$2.89K +59 +59%
TFA
205
Toth Financial Advisory
Virginia
$6.6K
Bessemer Group
206
Bessemer Group
New Jersey
$6K -$2.89K -59 -29%
C
207
Covestor
United Kingdom
$6K +$245 +5 +4%
AUB
208
Atlantic Union Bankshares
Virginia
$5.89K
EP
209
Essential Partners
California
$5.7K +$5.64K +115 +1,917%
EWA
210
EverSource Wealth Advisors
Alabama
$5.56K +$4.66K +95 +413%
AAP
211
Arax Advisory Partners
Colorado
$4.95K +$1.03K +21 +25%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$4.67K +$932 +19 +24%
ASN
213
Advisory Services Network
Georgia
$4.67K +$4.85K +99 New
RIL
214
Rothschild Investment LLC
Illinois
$4.43K +$2.4K +49 +109%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$3.58K -$343 -7 -8%
BWAM
216
Boyd Watterson Asset Management
Ohio
$3.58K
TPWA
217
Twin Peaks Wealth Advisors
California
$3.39K +$3.53K +72 New
CFB
218
Cullen/Frost Bankers
Texas
$3.16K +$3.29K +67 New
RFP
219
Root Financial Partners
California
$3.06K +$1.96K +40 +160%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$2.88K
MCM
221
MAI Capital Management
Ohio
$2.73K +$2.84K +58 New
MFT
222
Moisand Fitzgerald Tamayo
Florida
$2.59K
LWMI
223
Legacy Wealth Management (Idaho)
Idaho
$1.98K -$834 -17 -29%
Simplex Trading
224
Simplex Trading
Illinois
$1.93K +$2.01K +41 New
PTC
225
Private Trust Company
Ohio
$1.89K