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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
SAM
426
Smartleaf Asset Management
Massachusetts
$58.6K +$2.69K +40 +5%
GWM
427
Geneos Wealth Management
Colorado
$57K -$55.3K -822 -50%
GG
428
Gleason Group
Kentucky
$55.4K +$202 +3 +0.4%
CI
429
CX Institutional
Indiana
$54K
OWA
430
Opal Wealth Advisors
New York
$53.7K -$21.1K -314 -29%
BIG
431
Brooklyn Investment Group
New York
$50.8K +$8.81K +131 +22%
CTC
432
Central Trust Company
Missouri
$50.6K
UB
433
UMB Bank
Missouri
$47.8K -$21.5K -319 -32%
SS
434
Sunbelt Securities
Texas
$47.7K -$202 -3 -0.4%
SC
435
Steph & Co
Wisconsin
$45.9K +$44.5K +662 New
HC
436
Hoese & Co
Minnesota
$45.8K +$32.3K +480 +267%
TCOV
437
Trust Company of Vermont
Vermont
$45.1K
EP
438
Essential Partners
California
$38.9K +$37.7K +561 New
WB
439
Webster Bank
Connecticut
$35.6K +$1.34K +20 +4%
NC
440
NewSquare Capital
Pennsylvania
$34.3K +$33.3K +495 New
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$34.3K -$44.9K -668 -57%
BGA
442
Battery Global Advisors
Massachusetts
$33.1K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
HFS
444
Hantz Financial Services
Michigan
$29K +$27.5K +409 +5,113%
HI
445
Harbour Investments
Wisconsin
$27.8K -$2.62K -39 -9%
ADL
446
Asset Dedication LLC
California
$26.1K
PK
447
Pflug Koory
Nebraska
$25K
CA
448
Clearstead Advisors
Ohio
$21.6K +$12.9K +192 +161%
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$3.36K +50 +20%
FHA
450
First Horizon Advisors
Tennessee
$20.2K +$2.02K +30 +11%

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.