DFIN icon

Donnelley Financial Solutions
DFIN

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in Donnelley Financial Solutions in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
85
Reduced
81
Closed
39
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$51.8M
2
OAM
Ophir Asset Management
Australia
+$21M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.3M
5
SCM
Shapiro Capital Management
Georgia
+$7.28M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.8M
2
Invesco
Invesco
Georgia
-$26.3M
3
PC
Port Capital
Illinois
-$23.1M
4
TI
Tidal Investments
Wisconsin
-$19.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$187M -$9.87M -225,865 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.7M +$820K +18,752 +1%
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$58.3M -$17.6M -402,787 -23%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$52.7M +$51.8M +1,184,033 +5,770%
State Street
5
State Street
Massachusetts
$52.3M +$1.36M +31,128 +3%
Morgan Stanley
6
Morgan Stanley
New York
$45.9M +$11.4M +260,875 +33%
RHJA
7
Rice Hall James & Associates
California
$36.1M -$777K -17,774 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$34.1M -$4.35M -99,486 -11%
SCM
9
Simcoe Capital Management
New York
$33.8M – – –
BTW
10
Boston Trust Walden
Massachusetts
$33.3M -$485K -11,101 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.8M +$2.01M +45,914 +8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$26M +$13.1K +299 +0.1%
Northern Trust
13
Northern Trust
Illinois
$25.7M +$1.83M +41,955 +8%
FCM
14
Frontier Capital Management
Massachusetts
$22.9M +$4.6M +105,266 +25%
OAM
15
Ophir Asset Management
Australia
$21M +$21M +479,296 New
Aberdeen Group
16
Aberdeen Group
United Kingdom
$18.8M +$3.06M +70,012 +19%
Invesco
17
Invesco
Georgia
$18.5M -$26.3M -602,747 -59%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$17.1M +$690K +15,783 +4%
Charles Schwab
19
Charles Schwab
California
$16.3M +$14K +320 +0.1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$15.6M -$1.39M -31,870 -8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$15.4M -$12.6M -288,602 -45%
SCM
22
Shapiro Capital Management
Georgia
$15.2M +$7.28M +166,650 +92%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$15.1M -$76.3K -1,745 -0.5%
NPIC
24
Neumeier Poma Investment Counsel
California
$12M -$2.1M -48,000 -15%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$10.7M +$2.07M +47,435 +24%
1
2 3 4 5