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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
KBC Group
401
KBC Group
Belgium
$195K -$110K -1,639 -37%
IA
402
IFP Advisors
Florida
$178K -$110K -1,628 -47%
FDP
403
Financiere des Professionnels
Quebec, Canada
$166K +$161K +2,387 New
BONH
404
Bank of New Hampshire
New Hampshire
$164K -$689K -10,242 -81%
GI
405
GAMMA Investing
California
$160K -$7.8K -116 -5%
NCM
406
Northwest Capital Management
Oregon
$159K
PS
407
Principal Securities
Iowa
$159K +$23.8K +354 +18%
MYIA
408
Mount Yale Investment Advisors
Colorado
$156K +$151K +2,243 New
EWA
409
EverSource Wealth Advisors
Alabama
$141K +$62.8K +933 +85%
WT
410
Whittier Trust
California
$141K
VI
411
Vestcor Inc
New Brunswick, Canada
$137K -$570K -8,476 -81%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$136K +$111K +1,643 +517%
C
413
Covestor
United Kingdom
$135K -$269 -4 -0.2%
Bessemer Group
414
Bessemer Group
New Jersey
$131K -$69.3K -1,030 -35%
BSB
415
Bangor Savings Bank
Maine
$115K
KTC
416
Kentucky Trust Company
Kentucky
$103K
QL
417
Quarry LP
New York
$93.9K +$91.1K +1,354 New
BNP Paribas Asset Management
418
BNP Paribas Asset Management
France
$91K +$88.4K +1,314 New
UFF
419
USA Financial Formulas
Michigan
$83.9K -$3.97K -59 -5%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$74K -$10.9K -162 -13%
MCM
421
Manchester Capital Management
Vermont
$73.2K
S
422
SignatureFD
Georgia
$71.6K -$16.7K -248 -19%
PCFFS
423
Pacific Center for Financial Services
California
$69.3K
ERSOT
424
Employees Retirement System of Texas
Texas
$68K +$65.5K +974 New
A
425
AlphaQuest
New York
$62.3K -$28.7K -427 -32%

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.