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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
AAS
251
Avantax Advisory Services
Texas
$762K -$6.39K -95 -0.9%
DAS
252
Dynamic Advisor Solutions
Arizona
$741K -$8.14K -121 -1%
Chevy Chase Trust
253
Chevy Chase Trust
Maryland
$728K
SOW
254
State of Wyoming
Wyoming
$719K +$208K +3,087 +42%
MFG
255
MidWestOne Financial Group
Iowa
$717K
HH
256
Hilltop Holdings
Texas
$702K -$67.7K -1,007 -9%
BC
257
Burney Company
Virginia
$692K
IIC
258
Ironwood Investment Counsel
Arizona
$688K
IC
259
IEQ Capital
California
$678K -$1.67M -24,870 -72%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$668K -$76.5K -1,137 -11%
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$661K
KIM
262
Kestra Investment Management
Texas
$656K +$205K +3,042 +46%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$654K -$124K -1,839 -16%
IHL
264
Investment House LLC
California
$652K
QT
265
Quantbot Technologies
New York
$648K +$628K +9,338 New
CGH
266
Crossmark Global Holdings
Texas
$643K +$5.85K +87 +0.9%
SC
267
Savant Capital
Illinois
$642K -$41.6K -618 -6%
Man Group
268
Man Group
United Kingdom
$639K -$356K -5,300 -37%
CDDEC
269
Caisse Des Depots Et Consignations
France
$637K
FC
270
FORA Capital
Florida
$634K +$615K +9,147 New
SA
271
Sylvest Advisors
Texas
$633K +$83.2K +1,237 +16%
SAM
272
Securian Asset Management
Minnesota
$628K
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$613K
M
274
Mirova
France
$595K
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$586K

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.