Donnelley Financial Solutions
DFIN
233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 40 closing their positions.
288% more call options, than puts
Call options by funds: $438K | Put options by funds: $113K
4% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 82
3.73% less ownership
Funds ownership: 97.43% → 93.69% (-3.7%)
5% less funds holding
Funds holding: 244 → 233 (-11)
18% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 40
34% less capital invested
Capital invested by funds: $1.76B → $1.17B (-$592M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$65.6M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$26.5M |
| 3 |
Morgan Stanley
New York
|
+$14.4M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$10.5M |
| 5 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$51.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$33.4M |
| 3 |
PC
Port Capital
Chicago,
Illinois
|
-$23.1M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$22.3M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$19.6M |
DFIN Hedge Fund Activity: Q1 2025 in Review
233 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2025, worth a combined $1.17B — down 34% from $1.76B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of DFIN and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 85 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.6M. The largest seller was American Century Companies, cutting an estimated $51.6M.
- 233 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2025, down from 244 in Q4 2024.
- Funds reported $1.17B of Donnelley Financial Solutions stock for Q1 2025, down 34% quarter-over-quarter.
- 33 funds opened new Donnelley Financial Solutions positions in Q1 2025 and 40 closed out, a net change of -7 holders.
- The largest Donnelley Financial Solutions buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $65.6M added.
- The largest Donnelley Financial Solutions seller in Q1 2025 was American Century Companies, an estimated $51.6M sold.
Based on aggregated 13F filings for Q1 2025.