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Donaldson
DCI

Overview Fund Activity

519 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
6.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
62
Increased
159
Reduced
194
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.4M
2
BTW
2
Boston Trust Walden
Massachusetts
$196M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$137M
4
QCM
4
Quantinno Capital Management
New York
$17.1M
5
ECM
5
ExodusPoint Capital Management
New York
$11.1M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$55.2M
2
MPI
2
Mairs & Power Inc
Minnesota
$57.5M
3
BlackRock
3
BlackRock
New York
$747M
4
GKIM
4
GW&K Investment Management
Massachusetts
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
226
Deutsche Bank
Germany
$1.01M -$900K -12,983 -47%
SWM
227
Sendero Wealth Management
Texas
$1M – – –
LIM
228
Leavell Investment Management
Alabama
$1M – – –
GIP
229
Granite Investment Partners
California
$988K – – –
GBWM
230
Granite Bay Wealth Management
New Hampshire
$971K – – –
Osaic Holdings
231
Osaic Holdings
Arizona
$962K +$20.7K +305 +2%
Two Sigma Investments
232
Two Sigma Investments
New York
$955K -$529K -7,624 -36%
X
233
Xponance
Pennsylvania
$932K -$30.4K -438 -3%
CAM
234
Cresset Asset Management
Illinois
$884K +$88.7K +1,279 +11%
EHWM
235
Eads & Heald Wealth Management
Georgia
$872K +$180K +2,590 +26%
NYLIM
236
New York Life Investment Management
New York
$866K -$20K -288 -2%
CAU
237
Caxton Associates (UK)
$862K -$78.1K -1,126 -8%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$854K -$409K -5,891 -32%
FGP
239
Freestone Grove Partners
California
$852K +$852K +12,287 New
PCP
240
Perbak Capital Partners
United Kingdom
$837K +$491K +7,084 +142%
WS
241
Wedbush Securities
California
$833K +$118K +1,703 +17%
VPIM
242
Vanguard Personalized Indexing Management
California
$818K +$21.8K +315 +3%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$789K -$73.3K -1,057 -8%
First Eagle Investment Management
244
First Eagle Investment Management
New York
$780K -$26.1K -376 -3%
Federated Hermes
245
Federated Hermes
Pennsylvania
$778K -$10.5K -151 -1%
HI
246
Horizon Investments
North Carolina
$769K +$769K +11,132 New
Verition Fund Management
247
Verition Fund Management
Connecticut
$763K -$960K -13,840 -56%
AAS
248
Avantax Advisory Services
Texas
$762K -$6.59K -95 -0.9%
DAS
249
Dynamic Advisor Solutions
Arizona
$741K -$8.39K -121 -1%
SC
250
Savant Capital
Illinois
$731K -$670K -9,665 -48%
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