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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 %
PWG
376
Portside Wealth Group
Utah
$228K +$228K +3,291 New
OPW
377
Osprey Private Wealth
New York
$228K – – –
DWM
378
Diversify Wealth Management
Utah
$224K -$12.2K -166 -5%
PIM
379
Penobscot Investment Management
Massachusetts
$222K – – –
EFS
380
Essex Financial Services
Connecticut
$217K -$4.16K -60 -2%
IP
381
Intellectus Partners
California
$217K -$90.4K -1,303 -29%
SAI
382
Savvy Advisors Inc
New York
$215K +$215K +3,095 New
AFP
383
Ausdal Financial Partners
Iowa
$214K +$214K +3,090 New
TRCT
384
Tower Research Capital (TRC)
New York
$213K -$283K -4,074 -57%
NIM
385
Northeast Investment Management
Massachusetts
$213K – – –
FIM
386
Freedom Investment Management
Connecticut
$212K -$50.4K -726 -19%
HTHT
387
Hemenway Trust Hemenway Trust
New Hampshire
$208K – – –
PT
388
Plimoth Trust
Massachusetts
$208K – – –
Los Angeles Capital Management
389
Los Angeles Capital Management
California
$207K +$207K +2,979 New
VI
390
Versor Investments
New York
$206K -$306K -4,416 -60%
SQA
391
Simon Quick Advisors
New Jersey
$205K +$205K +2,959 New
TPCW
392
TD Private Client Wealth
New York
$203K -$4.09K -59 -2%
1WM
393
1900 Wealth Management
Texas
$200K +$200K +2,884 New
BTI
394
Blue Trust Inc
Georgia
$199K +$16.3K +235 +9%
SO
395
STRS Ohio
Ohio
$197K +$197K +2,847 New
KBC Group
396
KBC Group
Belgium
$195K -$114K -1,639 -37%
IA
397
IFP Advisors
Florida
$178K -$156K -1,628 -47%
FDP
398
Financiere des Professionnels
Quebec, Canada
$166K +$166K +2,387 New
BONH
399
Bank of New Hampshire
New Hampshire
$164K -$710K -10,242 -81%
GI
400
GAMMA Investing
California
$160K -$8.05K -116 -5%
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