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
CAM
276
Cresset Asset Management
Illinois
$585K -$203K -3,024 -26%
DFCM
277
Dark Forest Capital Management
Puerto Rico
$583K +$566K +8,409 New
VCA
278
Verdence Capital Advisors
Maryland
$581K +$12.4K +185 +2%
MAM
279
Martingale Asset Management
Massachusetts
$574K -$26.9K -400 -5%
MOS
280
MGO One Seven
Ohio
$573K +$13.5K +200 +2%
CPIG
281
Chicago Partners Investment Group
Illinois
$563K +$194K +2,881 +58%
GT
282
Glenview Trust
Kentucky
$555K
SCM
283
Sterling Capital Management
North Carolina
$550K +$84.3K +1,253 +19%
PAM
284
Panagora Asset Management
Massachusetts
$548K -$3.61M -53,617 -87%
SIM
285
Studio Investment Management
Illinois
$544K +$312K +4,633 +145%
Optiver Holding
286
Optiver Holding
Netherlands
$540K +$519K +7,710 +10,145%
GFA
287
Gallagher Fiduciary Advisors
Illinois
$532K
BPC
288
Bearing Point Capital
Minnesota
$527K
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$525K -$620K -9,219 -55%
RG
290
Renaissance Group
Kentucky
$524K +$10.8K +161 +2%
SG Americas Securities
291
SG Americas Securities
New York
$522K -$408K -6,061 -45%
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$506K +$10.8K +160 +2%
NERM
293
New England Research & Management
Illinois
$505K -$141K -2,100 -22%
BP
294
Ballentine Partners
Massachusetts
$501K +$154K +2,296 +47%
SFA
295
Sequoia Financial Advisors
Ohio
$495K +$480K +7,135 New
WANY
296
Wealthspire Advisors (New York)
New York
$490K +$4.51K +67 +1%
IWC
297
Integrated Wealth Concepts
Massachusetts
$477K +$229K +3,405 +98%
IA
298
Integrity Alliance
Iowa
$475K
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$469K +$81.5K +1,212 +22%
William Blair Investment Management
300
William Blair Investment Management
Illinois
$465K -$7.47K -111 -2%

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.