We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

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.

New
Increased
Maintained
Reduced
Closed

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%93.7% (-3.7%)

5% less funds holding

Funds holding: 244233 (-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: 53 (-2)

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
85
Reduced
82
Closed
40
Calls
$438K
Puts
$113K
Net Calls
+$325K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$187M -$12.5M -225,865 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.7M +$1.04M +18,752 +1%
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$58.3M -$22.3M -402,787 -23%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$52.7M +$65.6M +1,184,033 +5,770%
State Street
5
State Street
Massachusetts
$52.3M +$1.72M +31,128 +3%
Morgan Stanley
6
Morgan Stanley
New York
$45.9M +$14.4M +260,875 +33%
RHJA
7
Rice Hall James & Associates
California
$36.1M -$984K -17,774 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$34.1M -$5.51M -99,486 -11%
SCM
9
Simcoe Capital Management
New York
$33.8M
BTW
10
Boston Trust Walden
Massachusetts
$33.3M -$615K -11,101 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.8M +$2.54M +45,914 +8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$26M +$16.6K +299 +0.1%
Northern Trust
13
Northern Trust
Illinois
$25.7M +$2.32M +41,955 +8%
FCM
14
Frontier Capital Management
Massachusetts
$22.9M +$5.83M +105,266 +25%
OAM
15
Ophir Asset Management
Australia
$21M +$26.5M +479,296 New
Aberdeen Group
16
Aberdeen Group
United Kingdom
$18.8M +$3.88M +70,012 +19%
Invesco
17
Invesco
Georgia
$18.5M -$33.4M -602,747 -59%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$17.1M +$874K +15,783 +4%
Charles Schwab
19
Charles Schwab
California
$16.3M +$17.7K +320 +0.1%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.6M -$1.76M -31,870 -8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$15.4M -$16M -288,602 -45%
SCM
22
Shapiro Capital Management
Georgia
$15.2M +$9.23M +166,650 +92%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$15.1M -$96.6K -1,745 -0.5%
NPIC
24
Neumeier Poma Investment Counsel
California
$12M -$2.66M -48,000 -15%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$10.7M +$2.63M +47,435 +24%

DFIN Hedge Fund Activity: Q1 2025 in Review

233 of the 7,459 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.