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
NSAM
301
North Star Asset Management
Wisconsin
$457K
IC
302
Inscription Capital
Texas
$456K +$442K +6,573 New
Truist Financial
303
Truist Financial
North Carolina
$452K +$21.9K +326 +5%
EI
304
Ellevest Inc
New York
$444K +$117K +1,734 +37%
EF
305
Empowered Funds
Pennsylvania
$429K +$416K +6,180 New
LOAMU
306
Lombard Odier Asset Management (USA)
New York
$426K +$413K +6,146 New
Capstone Investment Advisors
307
Capstone Investment Advisors
New York
$424K +$411K +6,117 New
Aristotle Capital Management
308
Aristotle Capital Management
California
$416K
WF
309
Welch & Forbes
Massachusetts
$414K
FFA
310
Farther Finance Advisors
California
$410K -$21.7K -323 -5%
FNBOO
311
First National Bank of Omaha
Nebraska
$409K
Aviva
312
Aviva
United Kingdom
$404K -$206K -3,070 -35%
TA
313
TFG Advisers
Michigan
$404K -$3.7K -55 -0.9%
VRS
314
Virginia Retirement Systems
Virginia
$403K -$848K -12,600 -68%
ACIM
315
Azimuth Capital Investment Management
Michigan
$402K
RGC
316
Roberts, Glore & Co
Illinois
$402K +$17.5K +260 +5%
SPIA
317
Steward Partners Investment Advisory
New York
$397K
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$394K -$482K -7,172 -56%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$389K
EB
320
Eastern Bank
Massachusetts
$388K -$583K -8,672 -61%
NA
321
NewEdge Advisors
Louisiana
$386K +$135 +2 +0%
ICP
322
Impact Capital Partners
Colorado
$384K -$5.85K -87 -2%
TIAA Trust, National Association
323
TIAA Trust, National Association
North Carolina
$380K -$404 -6 -0.1%
GVAG
324
Great Valley Advisor Group
Delaware
$377K
AP
325
Advisors Preferred
Maryland
$372K +$354K +5,264 New

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.