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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
XT
351
XTX Topco
Cayman Islands
$370K +$341K +4,524 New
CCM
352
Coldstream Capital Management
Washington
$370K +$82.7K +1,097 +32%
WB
353
WesBanco Bank
West Virginia
$362K +$37.7K +500 +13%
PCM
354
Perkins Capital Management
Minnesota
$360K – – –
CL
355
Choreo LLC
Illinois
$357K +$329K +4,357 New
AI
356
Accredited Investors
Minnesota
$354K -$57.8K -767 -15%
SCM
357
Shelton Capital Management
Colorado
$352K – – –
BFM
358
Boothbay Fund Management
New York
$341K +$314K +4,167 New
KFS
359
Kurt F. Somerville
$338K – – –
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$328K +$12.4K +164 +4%
EFS
361
Essex Financial Services
Connecticut
$325K +$63.6K +843 +27%
MML Investors Services
362
MML Investors Services
Massachusetts
$319K -$13.9K -184 -5%
DO
363
denkapparat Operations
Germany
$318K – – –
WIA
364
World Investment Advisors
California
$317K +$4.52K +60 +2%
CWP
365
Curated Wealth Partners
California
$315K – – –
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$313K – – –
GWMR
367
GC Wealth Management RIA
Massachusetts
$312K +$287K +3,812 New
TAM
368
Trillium Asset Management
Massachusetts
$312K – – –
II
369
Inspire Investing
Idaho
$310K +$285K +3,786 New
OIA
370
OneDigital Investment Advisors
Kansas
$309K +$151 +2 +0.1%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$307K – – –
BA
372
Ballast Advisors
Minnesota
$306K – – –
TPI
373
Trust Point Inc
Wisconsin
$303K -$4.37K -58 -2%
AC
374
Aristides Capital
Kentucky
$302K +$278K +3,693 New
PMWMG
375
Parr McKnight Wealth Management Group
Minnesota
$300K – – –
13 14
15
16 17

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.