DSGR icon

Distribution Solutions Group
DSGR

Overview Fund Activity

87 hedge funds and large institutions have $1.18B invested in Distribution Solutions Group in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
27
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$5.79M
2
SIC
2
Schwartz Investment Counsel
Michigan
$9.08M
3
CRC
3
Catawba River Capital
South Carolina
$6.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$729K
5
UBS AM
5
UBS AM
Illinois
$894K

Top Sellers

1
NIP
1
Norwood Investment Partners
California
$3.87M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.25M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.63M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$866K
5
BlackRock
5
BlackRock
New York
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$1.24K 45 +45 New
SCM
77
Sterling Capital Management
North Carolina
$1.18K 43 +12 +39%
Lazard Asset Management
78
Lazard Asset Management
New York
$1K 65 -18,570 -100%
FFA
79
Farther Finance Advisors
California
$852 31 +31 New
RIL
80
Rothschild Investment LLC
Illinois
$824 30 +25 +500%
IA
81
IFP Advisors
Florida
– – -1 Closed
PA
82
Parallel Advisors
California
$549 20 – –
PFBT
83
Parkside Financial Bank & Trust
Missouri
$413 15 +15 New
GI
84
GAMMA Investing
California
$412 15 -61 -80%
LFG
85
Larson Financial Group
Missouri
$275 10 +10 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$82 3 +3 New
SS
87
SBI Securities
Japan
$55 2 – –
TPWA
88
Twin Peaks Wealth Advisors
California
$32 1 +1 New
EF
89
Empirical Finance
Pennsylvania
– – -14,742 Closed
DTL
90
Dynamic Technology Lab
Singapore
– – -13,830 Closed
PHS
91
Pekin Hardy Strauss
Illinois
– – -8,040 Closed
CF
92
Corebridge Financial
Texas
– – -5,145 Closed
SG Americas Securities
93
SG Americas Securities
New York
– – -4,265 Closed
VCM
94
Versant Capital Management
Arizona
– – -193 Closed
US Bancorp
95
US Bancorp
Minnesota
– – -68 Closed
AAP
96
Arax Advisory Partners
Colorado
– – -27 Closed
PWMG
97
Private Wealth Management Group
New Jersey
– – -18 Closed
TWD
98
True Wealth Design
Ohio
– – -13 Closed
SAM
99
Smartleaf Asset Management
Massachusetts
– – -8 Closed
CCM
100
Coldstream Capital Management
Washington
– – -3 Closed
1 2 3
4