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Distribution Solutions Group

90 hedge funds and large institutions have $1.2B invested in Distribution Solutions Group in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 8990 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.64% less ownership

Funds ownership: 92.79%92.15% (-0.64%)

20% less capital invested

Capital invested by funds: $1.5B → $1.2B (-$294M)

34% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 35

91% less call options, than puts

Call options by funds: $6K | Put options by funds: $67K

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
23
Reduced
35
Closed
11
Calls
$6K
Puts
$67K
Net Calls
-$61K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GAMMA Investing
California
$2.13K -$963 -31 -29%
C
77
Covestor
United Kingdom
$2K -$31 -1 -2%
LC
78
Lindbrook Capital
California
$1.96K +$1.12K +36 +106%
US Bancorp
79
US Bancorp
Minnesota
$1.9K +$2.11K +68 New
SCM
80
Sterling Capital Management
North Carolina
$868 -$621 -20 -39%
AAP
81
Arax Advisory Partners
Colorado
$756 +$839 +27 New
PA
82
Parallel Advisors
California
$560
PWMG
83
Private Wealth Management Group
New Jersey
$504 +$559 +18 New
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$392 +$404 +13 +1,300%
TWD
85
True Wealth Design
Ohio
$364 +$404 +13 New
SAM
86
Smartleaf Asset Management
Massachusetts
$223
RIL
87
Rothschild Investment LLC
Illinois
$140 +$155 +5 New
CCM
88
Coldstream Capital Management
Washington
$84 +$93 +3 New
SS
89
SBI Securities
Japan
$56
IA
90
IFP Advisors
Florida
$28
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$385K -11,204 Closed
Mariner
92
Mariner
Kansas
-$384K -11,167 Closed
Millennium Management
93
Millennium Management
New York
-$246K -7,142 Closed
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$211K -6,140 Closed
JSL
95
JT Stratford LLC
Georgia
-$207K -6,014 Closed
Macquarie Group
96
Macquarie Group
Australia
-$51 -1,494 Closed
Osaic Holdings
97
Osaic Holdings
Arizona
-$2.99K -87 Closed
QL
98
Quarry LP
New York
-$2.27K -66 Closed
QCG
99
Quadrant Capital Group
Ohio
-$1.86K -54 Closed
AF
100
Allworth Financial
California
-$380 -11 Closed

DSGR Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Distribution Solutions Group (DSGR) for Q1 2025, worth a combined $1.2B — down 20% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSGR positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 35 trimmed.

The largest buyer was Schwartz Investment Counsel, adding an estimated $1.96M. The largest seller was Norwood Investment Partners, cutting an estimated $11.3M.

  • 90 institutional investors held Distribution Solutions Group (DSGR) as of Q1 2025, up from 89 in Q4 2024.
  • Funds reported $1.2B of Distribution Solutions Group stock for Q1 2025, down 20% quarter-over-quarter.
  • 12 funds opened new Distribution Solutions Group positions in Q1 2025 and 11 closed out, a net change of +1 holder.
  • The largest Distribution Solutions Group buyer in Q1 2025 was Schwartz Investment Counsel, an estimated $1.96M added.
  • The largest Distribution Solutions Group seller in Q1 2025 was Norwood Investment Partners, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2025.