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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
KBC Group
376
KBC Group
Belgium
$298K +$62.7K +832 +30%
BCM
377
Bayesian Capital Management
New York
$297K +$274K +3,633 New
LFP
378
Leeward Financial Partners
Washington
$285K – – –
AAM
379
Advisors Asset Management
Colorado
$285K -$106K -1,401 -29%
HWAM
380
Hennion & Walsh Asset Management
New Jersey
$283K -$2.26K -30 -0.9%
MKC
381
M. Kraus & Co
Vermont
$282K – – –
BAAM
382
Baker Avenue Asset Management
California
$276K +$254K +3,374 New
Walleye Trading
383
Walleye Trading
New York
$275K +$254K +3,363 New
SAI
384
Savvy Advisors Inc
New York
$273K +$18.3K +243 +8%
PWM
385
Perigon Wealth Management
California
$272K +$75 +1 +0%
AFP
386
Ausdal Financial Partners
Iowa
$271K +$16.4K +218 +7%
C
387
Certuity
Florida
$268K +$246K +3,269 New
SFS
388
Stiles Financial Services
Minnesota
$267K -$29.6K -392 -11%
ECM
389
Evergreen Capital Management
Washington
$265K +$244K +3,239 New
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$262K -$220K -2,915 -48%
First Eagle Investment Management
391
First Eagle Investment Management
New York
$262K -$606K -8,041 -72%
OPW
392
Osprey Private Wealth
New York
$262K – – –
PIM
393
Penobscot Investment Management
Massachusetts
$262K – – –
HWM
394
HB Wealth Management
Georgia
$262K +$241K +3,198 New
BTI
395
Blue Trust Inc
Georgia
$259K +$22.1K +293 +10%
WTC
396
WhitTier Trust Company
Nevada
$258K -$23.8K -316 -9%
GWP
397
Gen-Wealth Partners
Michigan
$257K -$71.2K -944 -23%
PWG
398
Portside Wealth Group
Utah
$257K -$11.7K -155 -5%
IP
399
Intellectus Partners
California
$256K +$302 +4 +0.1%
NP
400
NorthRock Partners
Minnesota
$255K +$235K +3,115 New
14 15
16
17 18

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.