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Donnelley Financial Solutions

245 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 245245 (0)

0.94% less ownership

Funds ownership: 99.67%98.72% (-0.94%)

18% less capital invested

Capital invested by funds: $1.7B → $1.39B (-$306M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
245
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
90
Reduced
83
Closed
29
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$6.88M +120,608 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96M +$2.85M +49,875 +3%
Morgan Stanley
3
Morgan Stanley
New York
$66.9M +$5.33M +93,452 +8%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$63.6M +$5.22M +91,494 +8%
State Street
5
State Street
Massachusetts
$62.6M +$4.01M +70,352 +6%
SCM
6
Simcoe Capital Management
New York
$61.1M +$8.53M +149,455 +14%
Mawer Investment Management
7
Mawer Investment Management
Alberta, Canada
$44.4M -$12M -210,757 -20%
RHJA
8
Rice Hall James & Associates
California
$39M -$4.31M -75,527 -9%
BTW
9
Boston Trust Walden
Massachusetts
$37.7M -$741K -12,992 -2%
WHG
10
Westwood Holdings Group
Texas
$37.3M +$6.59M +115,575 +19%
SCM
11
Shapiro Capital Management
Georgia
$36.6M +$10.1M +176,720 +33%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$36M -$1.41M -24,714 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.4M +$1.23M +21,540 +4%
FCM
14
Frontier Capital Management
Massachusetts
$29.7M +$1.29M +22,527 +4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$27.8M -$3.02M -53,006 -9%
OAM
16
Ophir Asset Management
Australia
$27.4M +$13.8M +241,878 +83%
Northern Trust
17
Northern Trust
Illinois
$25.4M -$1.11M -19,420 -4%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$24.6M +$3.83M +67,092 +16%
RA
19
Royce & Associates
New York
$22.3M +$15.1M +264,659 +156%
Invesco
20
Invesco
Georgia
$20.8M -$5.46M -95,758 -19%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$20.2M -$11.8M -207,435 -35%
Charles Schwab
22
Charles Schwab
California
$20.2M +$1.35M +23,668 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$18.4M -$491K -8,604 -2%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18M +$8.56M +150,000 +75%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$17M -$7.42M -130,139 -28%

DFIN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2025, worth a combined $1.39B — down 18% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 29 closed out — a net gain of 2 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Royce & Associates, adding an estimated $15.1M. The largest seller was Neumeier Poma Investment Counsel, exiting entirely with an estimated $13.6M sold.

  • 245 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q3 2025, down 18% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q3 2025 and 29 closed out, a net change of +2 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2025 was Royce & Associates, an estimated $15.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2025 was Neumeier Poma Investment Counsel, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2025.