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Distribution Solutions Group
DSGR

Overview Fund Activity

89 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, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.19%
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
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Nantahala Capital Management
Connecticut
+$5.79M
2
SIC
Schwartz Investment Counsel
Michigan
+$2.21M
3
CRC
Catawba River Capital
South Carolina
+$843K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$689K
5
UBS AM
UBS AM
Illinois
+$628K

Top Sellers

1
NIP
Norwood Investment Partners
California
-$4.69M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$2.43M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.29M
4
Renaissance Technologies
Renaissance Technologies
New York
-$799K
5
BlackRock
BlackRock
New York
-$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$1.92K +$1.92K +70 New
BIG
77
Brooklyn Investment Group
New York
$1.9K +$1.9K +69 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$1.24K +$1.24K +45 New
SCM
79
Sterling Capital Management
North Carolina
$1.18K +$330 +12 +39%
Lazard Asset Management
80
Lazard Asset Management
New York
$1K -$286K -18,570 -100%
FFA
81
Farther Finance Advisors
California
$852 +$852 +31 New
RIL
82
Rothschild Investment LLC
Illinois
$824 +$687 +25 +500%
IA
83
IFP Advisors
Florida
$796 -$28 -1 Closed
PA
84
Parallel Advisors
California
$549 – – –
PFBT
85
Parkside Financial Bank & Trust
Missouri
$413 +$413 +15 New
GI
86
GAMMA Investing
California
$412 -$1.68K -61 -80%
LFG
87
Larson Financial Group
Missouri
$275 +$275 +10 New
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$82 +$82 +3 New
SS
89
SBI Securities
Japan
$55 – – –
TPWA
90
Twin Peaks Wealth Advisors
California
$32 +$32 +1 New
EF
91
Empirical Finance
Pennsylvania
– -$413K -14,742 Closed
DTL
92
Dynamic Technology Lab
Singapore
– -$387K -13,830 Closed
PHS
93
Pekin Hardy Strauss
Illinois
– -$225K -8,040 Closed
CF
94
Corebridge Financial
Texas
– -$144K -5,145 Closed
SG Americas Securities
95
SG Americas Securities
New York
– -$119K -4,265 Closed
VCM
96
Versant Capital Management
Arizona
– -$5.4K -193 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$1.9K -68 Closed
AAP
98
Arax Advisory Partners
Colorado
– -$756 -27 Closed
PWMG
99
Private Wealth Management Group
New Jersey
– -$504 -18 Closed
TWD
100
True Wealth Design
Ohio
– -$364 -13 Closed
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