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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
BP
301
Ballentine Partners
Massachusetts
$589K -$1.89K -25 -0.3%
SCM
302
Sterling Capital Management
North Carolina
$588K -$56.5K -749 -9%
BC
303
Broadwater Capital
Massachusetts
$581K -$36.6M -485,285 -99%
IA
304
Integrity Alliance
Iowa
$561K – – –
Truist Financial
305
Truist Financial
North Carolina
$555K +$20.2K +268 +4%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$549K -$44.2K -586 -8%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$546K -$6.79K -90 -1%
NSAM
308
North Star Asset Management
Wisconsin
$540K – – –
William Blair Investment Management
309
William Blair Investment Management
Illinois
$531K -$16.1K -213 -3%
LOAMU
310
Lombard Odier Asset Management (USA)
New York
$530K +$24.4K +324 +5%
OAM
311
Oxford Asset Management
United Kingdom
$520K +$479K +6,354 New
TRCT
312
Tower Research Capital (TRC)
New York
$518K +$246K +3,259 +106%
WANY
313
Wealthspire Advisors (New York)
New York
$515K -$57.8K -767 -11%
FFA
314
Farther Finance Advisors
California
$502K +$15.8K +210 +4%
Aristotle Capital Management
315
Aristotle Capital Management
California
$491K – – –
WF
316
Welch & Forbes
Massachusetts
$488K – – –
FNBOO
317
First National Bank of Omaha
Nebraska
$483K – – –
ACIM
318
Azimuth Capital Investment Management
Michigan
$475K – – –
IWC
319
Integrated Wealth Concepts
Massachusetts
$473K -$82.9K -1,100 -16%
SPIA
320
Steward Partners Investment Advisory
New York
$469K – – –
WI
321
WBI Investments
New Jersey
$469K +$432K +5,724 New
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$459K – – –
AC
323
AXQ Capital
New Jersey
$458K +$422K +5,598 New
QCG
324
Quadrant Capital Group
Ohio
$451K +$16.8K +223 +4%
NA
325
NewEdge Advisors
Louisiana
$450K -$5.66K -75 -1%
11 12
13
14 15

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.