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Donnelley Financial Solutions

236 hedge funds and large institutions have $1.18B invested in Donnelley Financial Solutions in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 245236 (-9)

3.79% less ownership

Funds ownership: 98.72%94.93% (-3.8%)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$216M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
63
Reduced
99
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M -$2.97M -61,337 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.5M -$1.76M -36,445 -2%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$57.8M +$79.2K +1,637 +0.1%
State Street
4
State Street
Massachusetts
$56.3M -$573K -11,840 -1%
SCM
5
Simcoe Capital Management
New York
$49M -$6.64M -137,400 -12%
Morgan Stanley
6
Morgan Stanley
New York
$48.9M -$12.3M -254,162 -20%
AIMCA
7
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.1M +$25.6M +529,600 +151%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$40.1M -$197K -4,064 -0.5%
WHG
9
Westwood Holdings Group
Texas
$36.3M +$2.55M +52,787 +7%
RHJA
10
Rice Hall James & Associates
California
$35.8M +$332K +6,871 +0.9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$32.5M -$156K -3,217 -0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.5M -$1M -20,756 -3%
RA
13
Royce & Associates
New York
$27.6M +$7.55M +156,059 +36%
FCM
14
Frontier Capital Management
Massachusetts
$26.7M -$246K -5,082 -0.9%
BTW
15
Boston Trust Walden
Massachusetts
$24.3M -$10.3M -214,013 -29%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$24.2M +$1.98M +40,968 +9%
SCM
17
Shapiro Capital Management
Georgia
$23M -$10.6M -218,885 -31%
AllianceBernstein
18
AllianceBernstein
Tennessee
$22.7M -$2.64M -54,491 -10%
Northern Trust
19
Northern Trust
Illinois
$19.5M -$3.66M -75,725 -15%
Charles Schwab
20
Charles Schwab
California
$18.3M +$1.31K +27 +0%
JP Morgan Chase
21
JP Morgan Chase
New York
$17.1M +$391K +8,078 +2%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$13.7M +$1.07M +22,093 +8%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$13.6M +$2.76M +57,066 +24%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$11.5M
AIM
25
Access Investment Management
Georgia
$11.3M