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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
$9.08M
3
CRC
Catawba River Capital
South Carolina
$6.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$729K
5
UBS AM
UBS AM
Illinois
$894K

Top Sellers

1
NIP
Norwood Investment Partners
California
$3.87M
2
PAIM
Punch & Associates Investment Management
Minnesota
$1.25M
3
First Trust Advisors
First Trust Advisors
Illinois
$1.63M
4
Renaissance Technologies
Renaissance Technologies
New York
$866K
5
BlackRock
BlackRock
New York
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$999M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.9M +$400K +14,575 +2%
BlackRock
3
BlackRock
New York
$19.1M -$740K -26,932 -4%
Swedbank
4
Swedbank
Sweden
$18.5M – – –
RA
5
Royce & Associates
New York
$15.8M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.4M -$252K -9,186 -2%
SIC
7
Schwartz Investment Counsel
Michigan
$9.08M +$2.21M +80,532 +32%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.19M +$166K +6,038 +2%
GI
9
GAMCO Investors
Connecticut
$7.14M -$22K -800 -0.3%
State Street
10
State Street
Massachusetts
$6.29M +$4.67K +170 +0.1%
CRC
11
Catawba River Capital
South Carolina
$6.01M +$843K +30,685 +16%
NCM
12
Nantahala Capital Management
Connecticut
$5.79M +$5.79M +210,800 New
NIP
13
Norwood Investment Partners
California
$3.87M -$4.69M -170,581 -55%
TA
14
Teton Advisors
New York
$3.43M -$113K -4,100 -3%
GF
15
Gabelli Funds
New York
$3.04M -$38.5K -1,400 -1%
MCM
16
Monimus Capital Management
New Jersey
$2.77M +$318K +11,590 +13%
Northern Trust
17
Northern Trust
Illinois
$2.66M -$231K -8,416 -8%
AR
18
Advisory Research
Illinois
$2.26M -$134K -4,885 -6%
Charles Schwab
19
Charles Schwab
California
$2.17M -$12.9K -470 -0.6%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.77M -$687 -25 -0%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.63M -$1.29M -47,069 -44%
PAIM
22
Punch & Associates Investment Management
Minnesota
$1.25M -$2.43M -88,575 -66%
Morgan Stanley
23
Morgan Stanley
New York
$1.23M +$94.4K +3,435 +8%
AA
24
Ancora Advisors
Ohio
$993K -$2.56K -93 -0.3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$953K +$4.84K +176 +0.5%
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