We are live on ! Find out more
DCI icon

Donaldson

526 hedge funds and large institutions have $7.56B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 199 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $7B → $7.56B (+$564M)

1% more funds holding

Funds holding: 519526 (+7)

0.83% more ownership

Funds ownership: 87.04%87.87% (+0.83%)

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 199

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
526
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
6.93%
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
199
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
226
New Age Alpha Advisors
New York
$1.07M +$101K +1,501 +11%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$1.05M -$143K -2,129 -12%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$1.04M -$997K -14,828 -50%
Lido Advisors
229
Lido Advisors
California
$1.01M +$775K +11,516 +369%
Deutsche Bank
230
Deutsche Bank
Germany
$1.01M -$873K -12,983 -47%
SWM
231
Sendero Wealth Management
Texas
$1M
LIM
232
Leavell Investment Management
Alabama
$1M
GIP
233
Granite Investment Partners
California
$988K
GBWM
234
Granite Bay Wealth Management
New Hampshire
$971K
Two Sigma Investments
235
Two Sigma Investments
New York
$955K -$513K -7,624 -36%
X
236
Xponance
Pennsylvania
$932K -$29.5K -438 -3%
Osaic Holdings
237
Osaic Holdings
Arizona
$930K -$33.4K -497 -4%
EHWM
238
Eads & Heald Wealth Management
Georgia
$872K +$174K +2,590 +26%
NYLIM
239
New York Life Investment Management
New York
$866K -$19.4K -288 -2%
CAU
240
Caxton Associates (UK)
$862K -$75.7K -1,126 -8%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$854K -$396K -5,891 -32%
FGP
242
Freestone Grove Partners
California
$852K +$826K +12,287 New
PCP
243
Perbak Capital Partners
United Kingdom
$837K +$476K +7,084 +142%
WS
244
Wedbush Securities
California
$833K +$115K +1,703 +17%
VPIM
245
Vanguard Personalized Indexing Management
California
$818K +$21.2K +315 +3%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$789K -$71.1K -1,057 -8%
First Eagle Investment Management
247
First Eagle Investment Management
New York
$780K -$25.3K -376 -3%
Federated Hermes
248
Federated Hermes
Pennsylvania
$778K -$10.2K -151 -1%
HI
249
Horizon Investments
North Carolina
$769K +$749K +11,132 New
Verition Fund Management
250
Verition Fund Management
Connecticut
$763K -$931K -13,840 -56%

DCI Hedge Fund Activity: Q2 2025 in Review

526 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2025, worth a combined $7.56B — up 8.1% from $7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DCI positions and 52 closed out — a net gain of 10 holders — while 159 added to existing stakes and 199 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $32.6M. The largest seller was AQR Capital Management, cutting an estimated $25.4M.

  • 526 institutional investors held Donaldson (DCI) as of Q2 2025, up from 519 in Q1 2025.
  • Funds reported $7.56B of Donaldson stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Donaldson positions in Q2 2025 and 52 closed out, a net change of +10 holders.
  • The largest Donaldson buyer in Q2 2025 was Broadwater Capital, an estimated $32.6M added.
  • The largest Donaldson seller in Q2 2025 was AQR Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.