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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
TIAA Trust, National Association
326
TIAA Trust, National Association
North Carolina
$449K – – –
GVAG
327
Great Valley Advisor Group
Delaware
$445K – – –
ICP
328
Impact Capital Partners
Colorado
$444K -$8.67K -115 -2%
P8IP
329
Pier 88 Investment Partners
California
$442K +$407K +5,400 New
CI
330
CX Institutional
Indiana
$441K +$348K +4,609 +588%
RGC
331
Roberts, Glore & Co
Illinois
$432K -$39.2K -520 -9%
JWCA
332
J.W. Cole Advisors
Florida
$430K +$151 +2 +0%
SLAM
333
Swiss Life Asset Management
$428K +$162K +2,146 +70%
ATC
334
Argent Trust Co
Tennessee
$427K +$4.9K +65 +1%
KCP
335
Kera Capital Partners
California
$421K +$37.5K +497 +11%
OIS
336
Okabena Investment Services
Minnesota
$411K – – –
EB
337
Eastern Bank
Massachusetts
$410K -$43.7K -579 -10%
JF
338
Jump Financial
Illinois
$410K +$377K +5,004 New
PCM
339
Parsons Capital Management
Rhode Island
$405K – – –
RP
340
Riverwater Partners
Wisconsin
$402K +$528 +7 +0.1%
QPW
341
Quantum Private Wealth
Florida
$395K +$75.4K +1,000 +26%
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$393K -$42.8K -567 -11%
FIB
343
First Interstate Bank
Montana
$393K – – –
CCM
344
Compass Capital Management
Minnesota
$389K +$358K +4,750 New
DADC
345
D.A. Davidson & Co
Montana
$386K +$68.7K +911 +24%
EI
346
Ellevest Inc
New York
$381K -$131K -1,736 -27%
GCP
347
GSA Capital Partners
United Kingdom
$380K +$350K +4,644 New
MSS
348
Mitchell Sinkler & Starr
Pennsylvania
$374K -$31.9K -423 -8%
SFG
349
SNS Financial Group
Minnesota
$373K – – –
VCM
350
Versant Capital Management
Arizona
$371K +$16.8K +223 +5%
12 13
14
15 16

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.