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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
Wolverine Trading
351
Wolverine Trading
Illinois
$286K +$277K +4,113 New
KFS
352
Kurt F. Somerville
$286K
PA
353
PharVision Advisers
Florida
$284K +$276K +4,100 New
GWP
354
Gen-Wealth Partners
Michigan
$284K +$21.9K +325 +9%
MML Investors Services
355
MML Investors Services
Massachusetts
$283K +$7K +104 +3%
SAM
356
Shell Asset Management
Netherlands
$281K -$47K -698 -15%
TC
357
TownSquare Capital
Utah
$278K -$505K -7,515 -65%
WB
358
WesBanco Bank
West Virginia
$272K
CAM
359
Creekmur Asset Management
Illinois
$270K +$64.5K +959 +33%
DO
360
denkapparat Operations
Germany
$269K -$72K -1,070 -22%
CWP
361
Curated Wealth Partners
California
$267K
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$267K +$259K +3,844 New
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$265K
TAM
364
Trillium Asset Management
Massachusetts
$265K +$14.1K +210 +6%
QPW
365
Quantum Private Wealth
Florida
$265K
WIA
366
World Investment Advisors
California
$264K +$256K +3,812 New
DADC
367
D.A. Davidson & Co
Montana
$264K
OIA
368
OneDigital Investment Advisors
Kansas
$262K +$5.04K +75 +2%
TPI
369
Trust Point Inc
Wisconsin
$260K +$18.4K +274 +8%
FTWA
370
Fifth Third Wealth Advisors
Ohio
$260K +$807 +12 +0.3%
D.E. Shaw & Co
371
D.E. Shaw & Co
New York
$259K -$2.28M -33,912 -90%
BA
372
Ballast Advisors
Minnesota
$259K
PMWMG
373
Parr McKnight Wealth Management Group
Minnesota
$255K
SFS
374
Stiles Financial Services
Minnesota
$253K +$5.92K +88 +2%
HWAM
375
Hennion & Walsh Asset Management
New Jersey
$242K -$8.74K -130 -4%

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.