We are live on ! Find out more
DCI icon

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
LFP
376
Leeward Financial Partners
Washington
$241K
MKC
377
M. Kraus & Co
Vermont
$239K
WTC
378
WhitTier Trust Company
Nevada
$239K +$6.59K +98 +3%
CCM
379
Coldstream Capital Management
Washington
$237K -$21.9K -325 -9%
PWM
380
Perigon Wealth Management
California
$230K +$14.1K +209 +7%
PWG
381
Portside Wealth Group
Utah
$228K +$221K +3,291 New
OPW
382
Osprey Private Wealth
New York
$228K
DWM
383
Diversify Wealth Management
Utah
$224K -$11.2K -166 -5%
PIM
384
Penobscot Investment Management
Massachusetts
$222K
EFS
385
Essex Financial Services
Connecticut
$217K -$4.04K -60 -2%
IP
386
Intellectus Partners
California
$217K -$87.6K -1,303 -29%
SAI
387
Savvy Advisors Inc
New York
$215K +$208K +3,095 New
AFP
388
Ausdal Financial Partners
Iowa
$214K +$208K +3,090 New
SLAM
389
Swiss Life Asset Management
$214K +$208K +3,087 New
TRCT
390
Tower Research Capital (TRC)
New York
$213K -$274K -4,074 -57%
NIM
391
Northeast Investment Management
Massachusetts
$213K
FIM
392
Freedom Investment Management
Connecticut
$212K -$48.8K -726 -19%
HTHT
393
Hemenway Trust Hemenway Trust
New Hampshire
$208K
PT
394
Plimoth Trust
Massachusetts
$208K
Los Angeles Capital Management
395
Los Angeles Capital Management
California
$207K +$200K +2,979 New
VI
396
Versor Investments
New York
$206K -$297K -4,416 -60%
TPCW
397
TD Private Client Wealth
New York
$203K -$3.97K -59 -2%
1WM
398
1900 Wealth Management
Texas
$200K +$194K +2,884 New
BTI
399
Blue Trust Inc
Georgia
$199K +$15.8K +235 +9%
SO
400
STRS Ohio
Ohio
$197K +$191K +2,847 New

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.