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Donaldson
DCI

562 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $2.73M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $7.56B → $8.19B (+$633M)

7% more funds holding

Funds holding: 526 → 562 (+36)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.96% less ownership

Funds ownership: 87.87% → 85.91% (-2%)

Holders
562
Holders Change
+36
Holders Change %
+6.84%
% of All Funds
7.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
87
Increased
173
Reduced
192
Closed
46
Calls
$5.32M
Puts
$2.73M
Net Calls
+$2.59M
Net Calls Change
+$5.37M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$87.4M
2
Morgan Stanley
Morgan Stanley
New York
+$30.3M
3
QCM
Quantinno Capital Management
New York
+$14.8M
4
TI
Tidal Investments
Wisconsin
+$13.2M
5
TI
Trexquant Investment
Connecticut
+$10.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$56.8M
2
BC
Broadwater Capital
Massachusetts
-$36.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$27.6M
5
MPIA
Mountain Pacific Investment Advisers
Idaho
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$1.49M -$20K -265 -1%
QT
227
Quantbot Technologies
New York
$1.47M +$650K +8,617 +92%
IFU
228
iSAM Funds (UK)
United Kingdom
$1.45M +$1.34M +17,715 New
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$1.44M +$616K +8,169 +87%
IC
230
Inscription Capital
Texas
$1.43M +$823K +10,911 +166%
PCP
231
Perbak Capital Partners
United Kingdom
$1.41M +$384K +5,090 +42%
Pictet Asset Management
232
Pictet Asset Management
Switzerland
$1.39M – – –
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$1.35M +$515K +6,826 +71%
P
234
&Partners
Tennessee
$1.33M +$8.97K +119 +0.7%
HBWM
235
Hollow Brook Wealth Management
New York
$1.32M -$48.3K -640 -4%
AIM
236
Allen Investment Management
New York
$1.31M – – –
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$1.29M -$648K -8,600 -35%
FAM
238
Formidable Asset Management
Ohio
$1.29M – – –
SC
239
Savant Capital
Illinois
$1.27M +$472K +6,263 +68%
EHWM
240
Eads & Heald Wealth Management
Georgia
$1.25M +$199K +2,640 +21%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$1.24M -$988K -13,100 -46%
CG
242
Caprock Group
Idaho
$1.22M +$1.16M +15,363 New
NAAA
243
New Age Alpha Advisors
New York
$1.22M -$33.1K -439 -3%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1.19M +$242K +3,213 +28%
Deutsche Bank
245
Deutsche Bank
Germany
$1.19M -$7.39K -98 -0.7%
SWM
246
Sendero Wealth Management
Texas
$1.19M – – –
LIM
247
Leavell Investment Management
Alabama
$1.15M -$27.4K -363 -3%
GBWM
248
Granite Bay Wealth Management
New Hampshire
$1.15M – – –
Lido Advisors
249
Lido Advisors
California
$1.14M -$55.7K -739 -5%
AG
250
Algert Global
California
$1.13M +$1.04M +13,780 New
8 9
10
11 12

DCI Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2025, worth a combined $8.19B — up 8.4% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DCI positions and 46 closed out — a net gain of 41 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $87.4M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $56.8M sold.

  • 562 institutional investors held Donaldson (DCI) as of Q3 2025, up from 526 in Q2 2025.
  • Funds reported $8.19B of Donaldson stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 87 funds opened new Donaldson positions in Q3 2025 and 46 closed out, a net change of +41 holders.
  • The largest Donaldson buyer in Q3 2025 was Victory Capital Management, an estimated $87.4M added.
  • The largest Donaldson seller in Q3 2025 was Impax Asset Management Group, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2025.