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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $203K | Put options by funds: $73K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

45% more capital invested

Capital invested by funds: $1.17B → $1.7B (+$527M)

5.97% more ownership

Funds ownership: 93.7%99.67% (+6%)

5% more funds holding

Funds holding: 233245 (+12)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
75
Reduced
95
Closed
25
Calls
$203K
Puts
$73K
Net Calls
+$130K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$240M -$19.7M -383,090 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M -$2.65M -51,351 -3%
Morgan Stanley
3
Morgan Stanley
New York
$74.5M +$8.17M +158,523 +15%
State Street
4
State Street
Massachusetts
$70.7M -$2.52M -48,872 -4%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$70.6M -$3.03M -58,742 -5%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$66.2M -$13.3M -258,389 -19%
SCM
7
Simcoe Capital Management
New York
$64M +$13.6M +263,570 +34%
RHJA
8
Rice Hall James & Associates
California
$51.5M +$444K +8,611 +1%
BTW
9
Boston Trust Walden
Massachusetts
$46M -$812K -15,743 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.7M -$2.85M -55,352 -7%
WHG
11
Westwood Holdings Group
Texas
$37.6M +$31.4M +609,939 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.5M -$1.41M -27,271 -4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37.1M +$282K +5,472 +0.9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$36.5M +$29M +562,144 +1,843%
FCM
15
Frontier Capital Management
Massachusetts
$34.2M +$1.54M +29,849 +6%
SCM
16
Shapiro Capital Management
Georgia
$33M +$9.62M +186,560 +54%
Northern Trust
17
Northern Trust
Illinois
$31.6M -$3.82M -74,123 -13%
Invesco
18
Invesco
Georgia
$30.8M +$3.93M +76,217 +18%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$28.4M +$1.54M +29,781 +7%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$25.3M +$993K +19,261 +5%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$23.9M +$2.17M +42,064 +12%
Charles Schwab
22
Charles Schwab
California
$22.7M -$294K -5,702 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$22.6M +$475K +9,206 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$19.9M -$1.53M -29,608 -8%
OAM
25
Ophir Asset Management
Australia
$18.6M -$9.71M -188,358 -39%

DFIN Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2025, worth a combined $1.7B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFIN positions and 25 closed out — a net gain of 13 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $31.4M. The largest seller was BlackRock, cutting an estimated $19.7M.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2025, up from 233 in Q1 2025.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q2 2025, up 45% quarter-over-quarter.
  • 38 funds opened new Donnelley Financial Solutions positions in Q2 2025 and 25 closed out, a net change of +13 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2025 was Westwood Holdings Group, an estimated $31.4M added.
  • The largest Donnelley Financial Solutions seller in Q2 2025 was BlackRock, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.