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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 %
NCM
401
Northwest Capital Management
Oregon
$159K – – –
PS
402
Principal Securities
Iowa
$159K +$24.6K +354 +18%
MYIA
403
Mount Yale Investment Advisors
Colorado
$156K +$156K +2,243 New
EWA
404
EverSource Wealth Advisors
Alabama
$141K +$64.7K +933 +85%
WT
405
Whittier Trust
California
$141K – – –
VI
406
Vestcor Inc
New Brunswick, Canada
$137K -$586K -8,476 -81%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$136K +$114K +1,643 +517%
C
408
Covestor
United Kingdom
$135K -$277 -4 -0.2%
Bessemer Group
409
Bessemer Group
New Jersey
$131K -$71.9K -1,030 -35%
BSB
410
Bangor Savings Bank
Maine
$115K – – –
KTC
411
Kentucky Trust Company
Kentucky
$103K – – –
QL
412
Quarry LP
New York
$93.9K +$93.9K +1,354 New
BNP Paribas Asset Management
413
BNP Paribas Asset Management
France
$91K +$91K +1,314 New
UFF
414
USA Financial Formulas
Michigan
$83.9K -$4.09K -59 -5%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$74K -$11.2K -162 -13%
MCM
416
Manchester Capital Management
Vermont
$73.2K – – –
S
417
SignatureFD
Georgia
$71.6K -$17.2K -248 -19%
PCFFS
418
Pacific Center for Financial Services
California
$69.4K – – –
ERSOT
419
Employees Retirement System of Texas
Texas
$68K +$68K +974 New
A
420
AlphaQuest
New York
$62.3K -$29.6K -427 -32%
SAM
421
Smartleaf Asset Management
Massachusetts
$58.6K +$2.78K +40 +5%
GWM
422
Geneos Wealth Management
Colorado
$57K -$57K -822 -50%
GG
423
Gleason Group
Kentucky
$55.4K +$208 +3 +0.4%
CI
424
CX Institutional
Indiana
$54K – – –
OWA
425
Opal Wealth Advisors
New York
$53.7K -$21.8K -314 -29%
15 16
17
18 19