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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
Schroder Investment Management Group
251
Schroder Investment Management Group
United Kingdom
$1.12M +$466K +6,184 +82%
SOW
252
State of Wyoming
Wyoming
$1.11M +$243K +3,219 +31%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$1.11M -$1.77M -23,470 -63%
Marshall Wace
254
Marshall Wace
United Kingdom
$1.09M +$1.01M +13,341 New
X
255
Xponance
Pennsylvania
$1.06M -$33.5K -444 -3%
WS
256
Wedbush Securities
California
$1.06M +$68.9K +914 +8%
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$1.03M +$308K +4,083 +48%
VPIM
258
Vanguard Personalized Indexing Management
California
$1M +$35.9K +476 +4%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$999K -$220K -2,914 -19%
Osaic Holdings
260
Osaic Holdings
Arizona
$998K -$74.8K -992 -7%
NYLIM
261
New York Life Investment Management
New York
$973K -$45.8K -608 -5%
VI
262
Versor Investments
New York
$969K +$669K +8,870 +299%
HIM
263
Hillsdale Investment Management
Ontario, Canada
$925K +$852K +11,300 New
SFA
264
Sequoia Financial Advisors
Ohio
$914K +$304K +4,032 +57%
GIP
265
Granite Investment Partners
California
$895K -$250K -3,310 -23%
Man Group
266
Man Group
United Kingdom
$886K +$122K +1,616 +18%
AAP
267
Arax Advisory Partners
Colorado
$883K +$801K +10,624 +6,400%
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$859K – – –
Federated Hermes
269
Federated Hermes
Pennsylvania
$857K -$56.4K -748 -7%
SIM
270
Studio Investment Management
Illinois
$857K +$198K +2,630 +34%
DAS
271
Dynamic Advisor Solutions
Arizona
$850K -$22.4K -297 -3%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$850K -$145K -1,924 -16%
CPIG
273
Chicago Partners Investment Group
Illinois
$846K +$178K +2,362 +30%
MFG
274
MidWestOne Financial Group
Iowa
$846K – – –
HH
275
Hilltop Holdings
Texas
$821K -$7.09K -94 -0.9%
9 10
11
12 13

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.