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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
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$372K -$21K -312 -5%
QCG
327
Quadrant Capital Group
Ohio
$367K +$25.4K +377 +8%
JWCA
328
J.W. Cole Advisors
Florida
$364K +$353K +5,248 New
ATC
329
Argent Trust Co
Tennessee
$357K +$23.5K +350 +7%
AI
330
Accredited Investors
Minnesota
$353K +$28.9K +429 +9%
SC
331
Syon Capital
California
$353K +$342K +5,091 New
OIS
332
Okabena Investment Services
Minnesota
$348K
MSS
333
Mitchell Sinkler & Starr
Pennsylvania
$346K -$43.2K -642 -11%
PCM
334
Parsons Capital Management
Rhode Island
$343K
RP
335
Riverwater Partners
Wisconsin
$340K -$4.57K -68 -1%
AAM
336
Advisors Asset Management
Colorado
$338K +$7.4K +110 +2%
BHCM
337
Brevan Howard Capital Management
Jersey
$337K +$327K +4,859 New
FIB
338
First Interstate Bank
Montana
$333K
Balyasny Asset Management
339
Balyasny Asset Management
Illinois
$332K -$496K -7,375 -61%
PP
340
PrairieView Partners
Minnesota
$332K
OQS
341
Occudo Quantitative Strategies
Florida
$324K +$314K +4,670 New
KCP
342
Kera Capital Partners
California
$322K +$313K +4,646 New
SFG
343
SNS Financial Group
Minnesota
$316K
IP
344
Isthmus Partners
Wisconsin
$310K
PCM
345
Perkins Capital Management
Minnesota
$305K -$168K -2,500 -36%
IIM
346
INTECH Investment Management
Florida
$301K -$364K -5,409 -55%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$301K -$171K -2,543 -37%
VCM
348
Versant Capital Management
Arizona
$299K +$141K +2,099 +95%
SCM
349
Shelton Capital Management
Colorado
$298K
VCM
350
Voleon Capital Management
California
$294K +$285K +4,242 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.