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Donaldson
DCI

Overview Fund Activity

519 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
6.96%
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
194
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.4M
2
BTW
2
Boston Trust Walden
Massachusetts
$196M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$137M
4
QCM
4
Quantinno Capital Management
New York
$17.1M
5
ECM
5
ExodusPoint Capital Management
New York
$11.1M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$55.2M
2
MPI
2
Mairs & Power Inc
Minnesota
$57.5M
3
BlackRock
3
BlackRock
New York
$747M
4
GKIM
4
GW&K Investment Management
Massachusetts
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Syon Capital
California
$353K +$353K +5,091 New
OIS
327
Okabena Investment Services
Minnesota
$348K – – –
MSS
328
Mitchell Sinkler & Starr
Pennsylvania
$346K -$44.5K -642 -11%
PCM
329
Parsons Capital Management
Rhode Island
$343K – – –
RP
330
Riverwater Partners
Wisconsin
$340K -$4.72K -68 -1%
AAM
331
Advisors Asset Management
Colorado
$338K +$7.63K +110 +2%
BHCM
332
Brevan Howard Capital Management
Jersey
$337K +$337K +4,859 New
FIB
333
First Interstate Bank
Montana
$333K – – –
Balyasny Asset Management
334
Balyasny Asset Management
Illinois
$332K -$511K -7,375 -61%
PP
335
PrairieView Partners
Minnesota
$332K – – –
OQS
336
Occudo Quantitative Strategies
Florida
$324K +$324K +4,670 New
KCP
337
Kera Capital Partners
California
$322K +$322K +4,646 New
SFG
338
SNS Financial Group
Minnesota
$316K – – –
IP
339
Isthmus Partners
Wisconsin
$310K – – –
PCM
340
Perkins Capital Management
Minnesota
$305K -$173K -2,500 -36%
IIM
341
INTECH Investment Management
Florida
$301K -$375K -5,409 -55%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$301K -$176K -2,543 -37%
VCM
343
Versant Capital Management
Arizona
$299K +$146K +2,099 +95%
SCM
344
Shelton Capital Management
Colorado
$298K – – –
VCM
345
Voleon Capital Management
California
$294K +$294K +4,242 New
Wolverine Trading
346
Wolverine Trading
Illinois
$286K +$286K +4,113 New
KFS
347
Kurt F. Somerville
$286K – – –
PA
348
PharVision Advisers
Florida
$284K +$284K +4,100 New
GWP
349
Gen-Wealth Partners
Michigan
$284K +$22.5K +325 +9%
MML Investors Services
350
MML Investors Services
Massachusetts
$283K +$7.21K +104 +3%
12 13
14
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