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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 %
BIG
426
Brooklyn Investment Group
New York
$50.8K +$9.09K +131 +22%
CTC
427
Central Trust Company
Missouri
$50.6K – – –
UB
428
UMB Bank
Missouri
$47.8K -$22.1K -319 -32%
SS
429
Sunbelt Securities
Texas
$47.7K -$202 -3 -0.4%
SC
430
Steph & Co
Wisconsin
$45.9K +$45.9K +662 New
HC
431
Hoese & Co
Minnesota
$45.8K +$33.3K +480 +267%
TCOV
432
Trust Company of Vermont
Vermont
$45.1K – – –
WB
433
Webster Bank
Connecticut
$35.6K +$1.39K +20 +4%
NC
434
NewSquare Capital
Pennsylvania
$34.3K +$34.3K +495 New
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$34.3K -$46.3K -668 -57%
BGA
436
Battery Global Advisors
Massachusetts
$33.1K – – –
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K – – –
HFS
438
Hantz Financial Services
Michigan
$29K +$28.4K +409 +5,113%
HI
439
Harbour Investments
Wisconsin
$27.8K -$2.7K -39 -9%
ADL
440
Asset Dedication LLC
California
$26.1K – – –
PK
441
Pflug Koory
Nebraska
$25K – – –
CA
442
Clearstead Advisors
Ohio
$21.6K +$13.3K +192 +161%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$3.47K +50 +20%
FHA
444
First Horizon Advisors
Tennessee
$20.2K +$2.08K +30 +11%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$19.7K -$1.04K -15 -5%
AF
446
Advisornet Financial
Minnesota
$18.4K -$971 -14 -5%
MEG
447
Millstone Evans Group
Colorado
$14.7K – – –
AF
448
Allworth Financial
California
$13.3K +$5.55K +80 +72%
PWMG
449
Private Wealth Management Group
New Jersey
$12.4K +$6.17K +89 +99%
RA
450
Rise Advisors
New York
$11.5K +$69 +1 +0.6%
16 17
18
19 20