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

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$55.2M
2
MPI
Mairs & Power Inc
Minnesota
$57.5M
3
BlackRock
BlackRock
New York
$747M
4
GKIM
GW&K Investment Management
Massachusetts
$0
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Shell Asset Management
Netherlands
$281K -$48.4K -698 -15%
TC
352
TownSquare Capital
Utah
$278K -$521K -7,515 -65%
WB
353
WesBanco Bank
West Virginia
$272K – – –
CAM
354
Creekmur Asset Management
Illinois
$270K +$66.5K +959 +33%
DO
355
denkapparat Operations
Germany
$269K -$74.2K -1,070 -22%
CWP
356
Curated Wealth Partners
California
$267K – – –
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$267K +$267K +3,844 New
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$265K – – –
TAM
359
Trillium Asset Management
Massachusetts
$265K +$14.6K +210 +6%
QPW
360
Quantum Private Wealth
Florida
$265K – – –
WIA
361
World Investment Advisors
California
$264K +$264K +3,812 New
DADC
362
D.A. Davidson & Co
Montana
$264K – – –
OIA
363
OneDigital Investment Advisors
Kansas
$262K +$5.2K +75 +2%
TPI
364
Trust Point Inc
Wisconsin
$260K +$19K +274 +8%
FTWA
365
Fifth Third Wealth Advisors
Ohio
$260K +$832 +12 +0.3%
D.E. Shaw & Co
366
D.E. Shaw & Co
New York
$259K -$2.35M -33,912 -90%
BA
367
Ballast Advisors
Minnesota
$259K – – –
PMWMG
368
Parr McKnight Wealth Management Group
Minnesota
$255K – – –
SFS
369
Stiles Financial Services
Minnesota
$253K +$6.1K +88 +2%
HWAM
370
Hennion & Walsh Asset Management
New Jersey
$242K -$9.02K -130 -4%
LFP
371
Leeward Financial Partners
Washington
$241K – – –
MKC
372
M. Kraus & Co
Vermont
$239K – – –
WTC
373
WhitTier Trust Company
Nevada
$239K +$6.8K +98 +3%
CCM
374
Coldstream Capital Management
Washington
$237K -$22.5K -325 -9%
PWM
375
Perigon Wealth Management
California
$230K +$14.5K +209 +7%
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